Treasury Management Client Services Specialist

Southern Bank; Poplar Bluff (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Southern Bank is seeking a Treasury Management Customer Service Representative to service a portfolio of Treasury Management clients, leveraging knowledge of online banking, ACH, Remote Deposit, and other TM products. The role acts as the primary day-to-day contact for clients in their market with opportunities to cross-sell.

The ideal candidate will bring leadership in client relations, strong communication, and a proactive approach to servicing, with 3-5 years of customer-facing experience and

Qualifications

• High School Diploma or equivalent.
• 3-5 years of applicable and exceptional customer-facing experience.

Responsibilities

• Completes all complex and urgent requests for clients within their dedicated portfolio service level agreements.
• Communicates effectively with all internal and external customers on pending items and issues with Treasury Management accounts and products.
• Communicate effectively and timely with clients on any impacting update that could affect their day to day operations.
• Tracks client interactions for both implementation and service for reporting and analysis.
• Identifies cross-selling opportunities to support growth of the Bank.
• Identifies and escalates product outages through proper channels.

Skills

Leadership

Relationship building

Time management

Independent working

Communication

TM product knowledge

MS Office proficiency

Education

High School Diploma or equivalent

Tools

Word

Excel

Outlook

Job description

Southern Bank is seeking a Treasury Management Customer Service Representative to service a portfolio of Treasury Management clients, leveraging knowledge of online banking, ACH, Remote Deposit, and other TM products. The role acts as the primary day-to-day contact for clients in their market with opportunities to cross-sell.

The ideal candidate will bring leadership in client relations, strong communication, and a proactive approach to servicing, with 3-5 years of customer-facing experience and