Treasury Management Specialist
14 hours ago
As a Treasury Management Specialist at Bank OZK, you will be responsible for providing post-implementation client support and customer service. This includes assisting clients with technical troubleshooting, monitoring software and hardware upgrades, and communicating with management and clients as needed.
Key Responsibilities- Provide daily support to the TMS Sales, TMS Implementation, and TMS Operations teams, as well as to all treasury clients and business partners.
- Engage in direct contact with the TMS Sales, TMS Implementation, TMS Operations, and all treasury clients and business partners.
- Assist clients with technical troubleshooting to component-level specifications.
- Monitor software and hardware upgrades, and communicate with management and clients as needed.
- Provide hardware/software installation assistance for Treasury Management clients.
- Oversee the ordering of necessary equipment and supplies as requested by clients.
- Open and work assigned service tickets.
- Provide daily support to all branch/department staff relating to Treasury Management, including WireXchange, Cash Ordering Portals, and other system-related setups, lockouts, and resets.
- Support other departments within the Bank with Treasury Management products and services.
- Serve as an administrator for banking-related services.
- Assist with the development and maintenance of policy and procedures related to Treasury Management products and services.
- Maintain good punctuality and attendance to work.
- Follow Bank policy, procedures, and guidelines.
- Perform other duties as assigned.
- Knowledge of computers and programs for working software applications.
- Ability to communicate effectively both verbally and in writing.
- Ability to demonstrate initiative to accomplish work objectives.
- Ability to work effectively and demonstrate flexibility in a continually changing environment.
- Ability to demonstrate effective organization, critical thinking, analytical, and problem-solving skills.
- Ability to manage multiple tasks with exacting deadlines and respond effectively to internal and external clients.
- Ability to work without close supervision.
- Ability to demonstrate effective customer service skills.
- Ability to maintain confidentiality.
- Ability to work extended hours.
- Ability to work effectively in a team environment.
- Ability to maintain attention to detail.
- Ability to demonstrate effective time management skills.
- Ability to learn other equipment and software necessary to perform job responsibilities.
- Ability to develop and maintain positive and effective working relationships with others.
- Skill in using computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
- High School Diploma or equivalent required.
- Minimum of two (2) years of technical, help desk, or call center work experience required.
- Minimum of one (1) year of work experience with computers, including Microsoft Word and Excel required.
- Minimum of one (1) year of related customer service work experience and/or specialized training preferred.
- Bilingual skills in Spanish or Portuguese preferred.
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Little Rock, Arkansas, United States Bank OZK Full timeJob SummaryBank OZK is seeking a highly skilled Treasury Management Client Services Specialist II to provide exceptional support to our clients and internal teams. As a key member of our Treasury Management team, you will be responsible for delivering top-notch customer service, troubleshooting technical issues, and ensuring seamless operations.Key...
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Little Rock, Arkansas, United States Bank OZK Full timeJob SummaryBank OZK is seeking a highly skilled Treasury Management Client Services Specialist II to provide exceptional support to our clients and internal teams. As a key member of our Treasury Management team, you will be responsible for delivering top-notch customer service, troubleshooting technical issues, and ensuring seamless product...
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