Treasury Management Client Service Specialist I
2 weeks ago
Treasury Management Client Service Specialist I
What The Role Is:
The Treasury Management (TM) Client Service Specialist will be responsible for delivering an exceptional client experience. This position will be responsible for handling all Treasury Management Client Call and Email requests. The client service specialist will be handling research requests, training inquiries, problem resolutions, password resets and all other requests received by phone or email. All new and maintenance requests requiring COA approval will be escalated to the customers assigned Implementation Project Partner and/or Client Service Partner. The client service specialist will need to escalate any ongoing issues or client concerns that they are unable to resolve.
***Role is on-site and can sit in Tupelo, Mississippi; Birmingham, Alabama; Atlanta, Georgia; or Houston, Texas***
How You will Make an Impact:
- The ability to adhere to policies and procedures as they relate to client maintenance rules.
- Handling confidential and sensitive client information requires sharp attention to detail and procedure.
- First time resolution for client issues and/or concerns.
- Identifies diagnoses and resolves client issues; engages business partners and communicates with customer, TM Sales Officer and/or Relationship Manager.
- Handle all Call and Email requests in a timely manner while adhering to our Quality-scoring matrix.
- Work with internal business partners to solve client issues.
- Partner with Treasury Operations to ensure requests are completed in a timely manner.
Skill Requirements:
- Excellent interpersonal skills to build and maintain effective relationships.
- Professional and courteous verbal and written communication skills.
- Strong organizational and follow up skills.
- 1-2 Years' minimum experience in the Banking/Financial industry.
- Business professional with integrity, trustworthy, honest and able to handle confidential information.
- Outstanding Customer Service Experience. Experience in a Contact/Call center environment, providing customer service over phone and email.
- Great Critical thinking skills.
- Strong attention to detail.
Preferred Skills/Experience:
- Strong preference for candidates with experience in Treasury Management.
- Contact Center/Call Center Experience in a banking environment.
- High volume call center experience.
**If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.**
Behaviors Team Player - Works well as a member of a group
Motivations Self-Starter - Inspired to perform without outside help
Education High School (required)
Bachelors of Finance (preferred)
High School (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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