Treasury Management Client Success Specialist

Emprise Bank; Kansas City (MO); On-site; USD 48,000 - 72,000; Full time

Job summary

Emprise Bank is seeking a Treasury Management Client Service Specialist to provide day-to-day client support, managing inquiries and ensuring timely resolution. You will coordinate with internal partners and maintain service quality across calls, email, and chats.

The role emphasizes accurate documentation, proactive communication, and adherence to risk controls while delivering professional service to Treasury Management clients. HS diploma required with 1+ year in banking or related fields.

Qualifications

• 1+ year of experience in banking, financial services, customer service, operations, or related field.
• Proficiency with Microsoft Office and ability to learn banking systems and workflow platforms.
• Exemplary customer service experience and strong communication skills.

Responsibilities

• Serve as a primary point of contact for Treasury Management clients requiring ongoing support.
• Manage and prioritize the Treasury Management phone queue, email inbox and internal TEAM chats.
• Receive, assess, document, and resolve customer inquiries and service requests.
• Respond to customer questions, concerns, and service issues with professionalism and sound judgment.
• Own customer requests through completion and provide timely updates regarding status, requirements, and next steps.
• Resolve routine issues within established authority and escalate complex or higher risk matters appropriately.
• Coordinate with customers and internal partners regarding transaction issues, exceptions, maintenance requests, and other ongoing service needs.
• Monitor open requests to ensure timely resolution and appropriate follow-up.

Skills

Customer service

Detail orientation

Time management

Communication skills

Initiative

Relationship building

Values alignment

Education

High school diploma or GED

Tools

Microsoft Office

Banking systems

Workflow platforms

Job description

Emprise Bank is seeking a Treasury Management Client Service Specialist to provide day-to-day client support, managing inquiries and ensuring timely resolution. You will coordinate with internal partners and maintain service quality across calls, email, and chats.

The role emphasizes accurate documentation, proactive communication, and adherence to risk controls while delivering professional service to Treasury Management clients. HS diploma required with 1+ year in banking or related fields.