Treasury Management Client Support Specialist I

First United Bank; Plano (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

First United Bank seeks a Treasury Management Client Support Specialist I to deliver exceptional TM customer service by phone and email, set up products, train clients, and handle installations. You will collaborate with internal teams and third-party vendors to ensure accurate configurations and timely responses.

The role requires solid banking knowledge, two years’ customer service by phone, and strong communication skills.

Qualifications

• High school diploma or GED required.
• Two years banking experience required.
• Two years experience providing customer service by phone required.
• Good understanding of bank operations, products and services required.
• JHA Silverlake experience required.
• Knowledge of financial institution policies and procedures preferred.

Responsibilities

• Performs product setups and communicates with other departments to provide setup instructions.
• Maintains and updates product setups when changes are required.
• Receives phone calls and emails for product/customer support.
• Completes customer product training and equipment installations by phone for TM products and services.
• Completes various reports, surveys and projects as assigned.
• Maintains and audits logs of customer and product information to assist in customer support and track updates.
• Performs research to resolve errors and answer customer inquiries.
• Notifies customers about updates to agreements and tracks documents until executed.
• Communicates with 3rd party vendors to complete setups and maintenance for 3rd party services.

Skills

Interpersonal skills

Customer service

Communication (written/verbal)

Dependability

Time management

Education

High school diploma or GED

Two years banking experience

Two years experience providing customer service by phone

Knowledge of bank operations, products and services

Tools

Microsoft Office (Word, Excel, Outlook)

JHA Silverlake

Job description

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position Job TitleTreasury Management Client Support Specialist I Job Description

SUMMARY

This position is responsible for providing exceptional service to Treasury Management (TM) customers by correctly completing product setups, training and installations by phone, maintenance, and supporting customers via phone and email.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Performs setups on multiple systems and communicates with other departments to provide setup instructions when necessary.
• Performs maintenance and updates on product setups when changes are required.
• Receives phone calls and emails for product/customer support.
• Completes customer product training and equipment installations by phone for the proper use of TM products and services.

ADDITIONAL DUTIES AND RESPONSIBILITIES

• Completes various reports, surveys and projects as assigned.
• Maintains and audits various logs of customer and product information to assist in customer support and track periodic updates.
• Performs research to resolve errors and answer customer inquiries.
• Notifies customers when updates to agreements are required and tracks documents until executed and received from the customer.
• Scans various documents and correspondence from internal and external customers to the document imaging system for historical records.
• Communicates with 3rd party vendors to complete setups and maintenance for 3rd party services.
• Assists internal customers with questions regarding Treasury Management services.
• Prepares and mails termination letters to customers when TM services are terminated by the bank or the customer.
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Other duties as assigned by supervisor.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

• High school diploma or GED required.
• Two years banking experience required.
• Two years experience providing customer service by phone required.
• Good understanding of bank operations, products and services required.
• JHA Silverlake experience required.
• Knowledge of financial institution policies and procedures preferred.

Technical/Functional Competencies

• Exceptional interpersonal skills with ability to work with a variety of people and personality types.
• Relates well with customers and employees by all means of communication, including written, verbal and non-verbal.
• Demonstrates good judgment.
• Posses a strong sense of customer service.
• Demonstrates dependability through good attendance and adherence to time lines and schedules.
• Proficient in the use of the internet and Microsoft Office products: Word, Excel and Outlook.
• Willingness to accept additional responsibilities.
• Takes initiative in the completion of projects.

NOTE:

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

#LI-BR1 All Locations:Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law. First United Bank is a family-friendly organization with strong ties to the communities we serve. We practice honesty, integrity, and exceptional customer service as we strive to be the best place, to bank, work and invest. We are committed to providing excellent career opportunities and a wide array of benefits for our staff. And, in recognition of First United's commitment to being a premier employer, we've been honored by OKCBiz Magazine as a "Best Places to Work" organization. As one of only 30 organizations and companies to receive this prestigious designation, we're very proud of our accomplishment! The key to First United's success is, and always will be, our exceptional people. Our employees share a desire to provide the best possible service to our customers and they work creatively, set high standards for themselves, and stick to them.

Please take time to browse our open positions and if you find something that matches your interest and qualifications, we look forward to meeting you and wish you the best in your career!