Treasury Management Client Support Specialist

Salem Five Bank; Salem (MA); On-site; USD 59,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) matching

Tuition reimbursement

Employee referral program

Annual holiday reception

Summer family outing

Job summary

Salem Five Bank is seeking a Treasury Management Client Support Specialist in Salem, MA. The role centers on delivering exceptional customer experiences and acting as the primary contact for servicing a suite of cash management products.

You’ll demonstrate strong proficiency with Salem Five’s digital technology and support customers with online banking platforms. Ideal candidates have an Associates degree and 5+ years in banking, with experience in electronic banking and Microsoft Office.

Qualifications

• Associates degree preferred.
• Minimum 5+ years banking experience with customer service and cash management.
• Strong background in electronic banking and Microsoft Office proficiency.

Responsibilities

• Provide outstanding Customer Experience to Salem Five customers and prospects.
• Serve as the primary contact for servicing and troubleshooting cash management products.
• Demonstrate proficiency with Salem Five’s digital technology offering.
• Prepare and organize required reports (e.g., Monthly Non-interest Fee Income Report).
• Provide training to Cash Management customers on online banking platforms.

Skills

Attention to detail

Multi-tasking

Customer service

Communication

Analytical thinking

Education

Associates degree preferred

Tools

Microsoft Office

Job description

Treasury Management Client Support Specialist

Job Category: Commercial Banking - Cash Management

Requisition Number: TREAS003659

• Full-Time

Locations

Showing 1 location

Salem, MA 01970, USA

Description

Salem Five is a growing regional financial services organization with a rich history of over 170 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.

This position requires the ability to work in the Salem, MA offices.

Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.

Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.

JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following:

• Provide an outstanding Customer Experience to Salem Five customers and prospects.
• Primary point of contact for servicing/troubleshooting the suite of cash management products.
• Able to demonstrate a high level of proficiency with Salem Five’s digital technology offering.
• Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange), mobile smart phones and downloading applications and utilization of the Internet (mobile and desktop) to search and locate information.
• Embrace new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change
• Responsible for all Cash Management customer product/service implementations.
• Provide customer support to Commercial Cash Management customers to fulfill needs and solve problems related to Cash Management products, deposit accounts and general requests.
• Prepare and organize required reports (e.g., Monthly Non-interest Fee Income Report and New Business Report) as requested.
• Provide interactive/telephone training to Cash Management Customers using the online banking platform and/or RDC platforms.
• Assist Product Management with special project and product testing/customer roll outs.
• Recognize cross sell opportunities to existing relationships and either close or refer to Sales.
• Provide back up to Product Management with daily tasks as needed.
• Provide back up to Cash Management Operations as requested.
• Work effectively with other areas of the bank.
• Communicate effectively and professionally with customers and co-workers.
• Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position.
• Regular attendance is essential to this position.

SKILLS & COMPETENCIES

• Attention to detail and thorough when performing work.
• Ability to multi-task, prioritize and remain focused in a fast-paced, client-centric environment.
• Demonstrated commitment to client satisfaction; provides superior customer service. Ability to diffuse and resolve conflict, preserve client relationships and maintain safety/integrity of the Bank.
• Communicates in a clear, concise and effective manner verbally and in written format.
• Demonstrates active listening; solicits feedback, offers balanced critiques and works toward collaboration.
• Demonstrates intellectual curiosity, desire to always be learning, and the ability to understand often complex workflows, systems, data sets and various technologies.
• Ability to negotiate and resolve complex/contentious issues; reach consensus and meet objectives.
• Excellent analytical and problem-solving skills; effectively evaluates information/data to make decisions; anticipates obstacles and develops plans to overcome them.
• Self-starter with ability to disseminate information and identify potential system gaps or areas of concern. Must have the organizational skills required to appropriately document & track issues along with willingness to take ownership of issues as they arise and the commitment to see them through to resolution.

EDUCATION AND/OR EXPERIENCE

Associates degree preferred. Minimum 5+ years banking experience with strong back ground in customer service, commercial operations, electronic banking and Cash Management. Knowledge of ACH rules and guidelines referred. High comfort level with technology such as PC’s, software and web based products. Proficient command of Microsoft Office products (Excel, Word and Power Point).

Benefits/Incentives: We offer a comprehensive benefits package designed to support your well‑being and success, including medical, dental, and vision coverage; Flexible Spending and Health Savings Accounts; 401(k) matching; and tuition reimbursement. You will also enjoy additional perks such as our employee referral program, annual holiday reception, summer family outing, and more.

Salary Range: $59,000 - $75,000

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, and performance. This range may be modified in the future.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

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.