Treasury Management Client Support Specialist (Remote - WA, ID, OR, CA)

Remote Jobs; Washington (Washington County); Remote; USD 60,000 - 80,000; Full time

Job summary

A prominent banking institution is seeking a Treasury Management Client Service Specialist to assist clients with Treasury Management services in a supportive role. The ideal candidate will have an Associate's Degree and at least 2 years of experience in treasury management or related fields. Key responsibilities include providing exceptional client service and ensuring compliance with service standards. Competitive hourly wage and comprehensive benefits are included in the offer.

Benefits

Comprehensive employee benefits including medical, dental, and vision

Paid vacation time and 11 company paid holidays

401k with up to 4% match

Tuition reimbursement

Incentive potential

Qualifications

• 2 or more years of treasury management experience or in a related client services environment required.
• Comfortable with direct client and line partner interaction abilities.

Responsibilities

• Assist clients with required support materials for their effective use of TM services.
• Responsible for achieving client service level standards.
• Provide outstanding customer service to clients in support of TM services.

Skills

Client service

Communication skills

Microsoft Office proficiency

End-user training

Sales principles knowledge

Education

Associate's Degree in a related field

Job description

Overview

More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.

Maintain and enhance client relationships to assist in meeting organizational and operational objectives. Provide exceptional client service, training, and ongoing support of Treasury Management products and services.

Responsibilities

• Assist clients with required support materials for their effective use of TM services
• Administer client service policies and procedures. Responsible for achieving client service level standards
• Responsible for client complaint resolution and proper and timely escalation of complex issues
• Responsible for providing outstanding customer service to client in support of TM services
• Responsible for complying with policies, procedures, security requirements, and government regulations

Qualifications

Education & Certifications

• Associate's Degree in a related field (an equivalent combination of education and experience may be considered)

Experience

• 2 or more years of treasury management experience or in a related client services environment required

Knowledge, Skills and Abilities

• Knowledge of delivering end-user training of Treasury Management services
• Knowledge of relevant operating systems, applications, and/or equipment
• Knowledge of sales principles and practices to effectively support Treasury Management
• Ability to establish and maintain effective working relationships with peers, clients and management. Comfortable with direct client and line partner interaction abilities
• Proficient in Microsoft Office
• Possess excellent written, presentation, and verbal communication skills

Benefits

• Targeted starting hourly range (based on experience): $24.19-$31.87
• Incentive potential
• Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time and 11 company paid holidays
• 401k (with up to 4% match)
• Tuition reimbursement
• Get more information at: Employee Benefits | Banner Bank

Please take time to review Banner Bank's Consent & Privacy notice before applying.

Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.

Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.