Treasury Management Client Service Specialist

4 days ago


Phoenix, Arizona, United States BankTalent HQ Full time
About the Role

We are seeking a highly motivated Treasury Management Client Service Specialist to join our team at BankTalent HQ. As a key member of our team, you will play a critical role in ensuring our Treasury Management products are implemented and supported seamlessly for our clients.

Key Responsibilities
  • Provide Exceptional Customer Service: Respond to client inquiries and resolve issues related to Treasury Management products, including collections, disbursements, information reporting, fraud protection, account analysis, and merchant services.
  • Identify and Escalate Issues: Work with clients to identify the root cause of errors and escalate issues as needed to supervisors.
  • Document Activity and Resolution: Document all client interactions and resolutions in Salesforce, ensuring timely follow-up and adherence to department SLAs.
  • Stay Up-to-Date on Product Updates: Maintain knowledge of Treasury Management products and procedures, including reading all product documentation.
  • Adhere to Bank Policies and Procedures: Ensure compliance with BankTalent HQ policies and procedures.
Requirements
  • Education and Experience: High School diploma or equivalent education and some experience in banking, bank operations, and products, accounting, or equivalent education and experience.
  • Knowledge and Skills: Working knowledge of Treasury and Cash Management products, procedures, services, accounting, financial, and account analysis. Excellent customer service, problem-solving, and communication skills, both verbal and written.
  • Technical Skills: Proficient in the use of Microsoft Office products, including Word, Excel, and related systems.
What We Offer
  • Competitive Compensation: Competitive salary and benefits package, including medical, dental, and vision insurance, life and disability insurance, paid parental leave, and adoption assistance.
  • Professional Development: Opportunities for professional growth and development, including paid training, tuition reimbursement, and employee ambassador programs.
  • Work-Life Balance: Flexible work arrangements and a supportive work environment that promotes work-life balance.


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