Treasury Management Client Success Specialist

Clear Destination Inc.; Scottsbluff, Northern (NE, KY); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Platte Valley Companies is seeking a Treasury Management Support Specialist to act as the primary contact for customer inquiries, training, and troubleshooting of Treasury Management solutions. You will collaborate with Sales, Operations, and Customer Experience to ensure exceptional service and optimal product utilization.

The role emphasizes providing ongoing training, maintaining security best practices, and handling communications via phone, email, and ticketing systems to support Treasury

Qualifications

• 1+ Banking experience with emphasis on Deposit Operations or Treasury Management preferred.
• Proficient with various computer software used for essential responsibilities.
• Ability to work independently and follow documented procedures.
• Understanding of related compliance and regulations preferred.
• Capable of handling confidential information.
• Professional appearance and communication skills.
• Strong decision making, dependability, and time management.

Responsibilities

• Serve as the primary contact for Treasury Management customer support and troubleshooting.
• Research and resolve customer issues related to Treasury Management products.
• Provide ongoing customer training on Treasury Management products and services.
• Deliver excellent customer service and support for Treasury Management products.
• Follow departmental procedures to maintain and support products and services.

Skills

Banking experience

Tech proficiency

Independent worker

Compliance knowledge

Confidentiality

Communication skills

Time management

Tools

Treasury management software

Job description

Platte Valley Companies is seeking a Treasury Management Support Specialist to act as the primary contact for customer inquiries, training, and troubleshooting of Treasury Management solutions. You will collaborate with Sales, Operations, and Customer Experience to ensure exceptional service and optimal product utilization.

The role emphasizes providing ongoing training, maintaining security best practices, and handling communications via phone, email, and ticketing systems to support Treasury