Treasury Management Client Success Specialist

Emprise Bank; Wichita (KS); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Professional growth

Community involvement

Culture of integrity

Job summary

Emprise Bank in Wichita, KS seeks a Treasury Management Client Service Specialist to deliver day-to-day client support and operational help after service implementation. You will be the primary contact for questions, manage the service queue, and resolve inquiries with professionalism.

Responsibilities include processing transactions, coordinating with internal partners, performing risk-aware maintenance, and ensuring timely updates.

Qualifications

• 1+ year of experience in banking, financial services, customer service, operations, or a related field.
• 2+ years of banking, Treasury Management, or financial operations experience (preferred).
• Working knowledge of ACH, Wires, Positive Pay, and other Treasury Management products (preferred).
• Proficiency with Microsoft Office products and ability to learn multiple banking systems and workflow platforms.

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.
• Coordinate with customers and internal partners regarding transaction issues, exceptions, temporary increases, maintenance requests, and other ongoing service needs.
• Monitor open requests to ensure timely resolution and appropriate follow-up.
• Complete transaction and file review, reconciliation, reporting, service charging, Positive Pay transaction review, and other operational activities.
• Support Treasury Management wire activity for applicable business lines.
• Support ACH activities, including limit increases, reversal and deletion requests, troubleshooting, and NACHA compliance.
• Conduct periodic product and customer reviews.
• Process customer maintenance requests and related documentation accurately and timely.
• Maintain customer and service information in applicable systems and workflow platforms.
• Complete electronic signatures, OTEs, and other administrative requirements associated with ongoing servicing.
• Maintain accurate records of customer requests, activities, and service changes.
• Follow established procedures and controls to support operational accuracy and risk management.
• Recognize customer, operational, fraud, compliance, and service risks and elevate appropriately.
• Identify recurring customer issues or operational challenges and communicate trends to the appropriate team members.
• Assist with maintaining standard operating procedures and documentation.
• Communicate effectively with customers and internal partners, including Treasury Management Sales, Commercial Banking, Bank Operations, vendors, and other departments.
• Serve as a resource for customer service trends and recurring client needs.
• Provide backup support to the Implementation Specialists and Technical Solutions Specialists, as needed.
• Develop sufficient working knowledge of implementation and technical support functions to provide effective coverage during periods of absence or high volume.

Education

High school diploma or GED

Job description

Emprise Bank in Wichita, KS seeks a Treasury Management Client Service Specialist to deliver day-to-day client support and operational help after service implementation. You will be the primary contact for questions, manage the service queue, and resolve inquiries with professionalism.

Responsibilities include processing transactions, coordinating with internal partners, performing risk-aware maintenance, and ensuring timely updates.