Treasury Management Customer Service Representative

Southern Bank; Poplar Bluff (MO); On-site; USD 52,000 - 78,000; Full time

Job summary

Southern Bank is seeking a Treasury Management Customer Service Representative to service a portfolio of Treasury Management clients across multiple markets. The role requires deep knowledge of TM products including online banking, ACH, Remote Deposit, Lockbox, Positive Pay, and CDARS/ICS.

You will be the primary day-to-day contact for clients in your market and will identify cross-selling opportunities to support bank growth.

Qualifications

• High school diploma or equivalent required.
• 3-5 years of customer-facing experience.
• Strong leadership and relationship-building skills.

Responsibilities

• Completes all complex and urgent requests for clients within SLAs.
• Communicates effectively with internal and external customers on items and issues.
• Keeps clients informed of updates affecting day-to-day operations.
• Tracks client interactions for implementation and service reporting.
• Identifies cross-selling opportunities to support growth.

Skills

Leadership

Relationship building

Time management

Independent / self-starter

Verbal communication

TM products knowledge

Microsoft Office

Microsoft Word

Microsoft Excel

Microsoft Outlook

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Treasury Management Customer Service Representative

Job Details: Job Location: Work location varies based on availability (AR, IL, KS, MO) - HQ in, MO, Position Type: Full Time, Salary Range: Undisclosed, PRIMARY PURPOSE OF JOB

The Treasury Management Customer Service Representative position is primarily responsible for the ongoing servicing of a portfolio of Treasury Management clients by dedicated markets. With extensive knowledge of all Treasury Management products, including online banking, ACH, Remote Deposit, Lockbox, Positive Pay, and CDARS/ICS. The Treasury Management Customer Service Specialist functions as the primary day to day direct contact for Southern Bank Treasury Management clients within their designated market, with advanced cross-selling opportunities

EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS

Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.

Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.

ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS

• Completes all complex and urgent requests for clients within their dedicated portfolio service level agreements;
• Communicates effectively with all internal and external customers on pending items and issues with Treasury Management accounts and products;
• Communicate effective and timely with clients on any impacting update that could affect their day to day operations;
• Tracks client interactions for both implementation and service for reporting and analysis;
• Orders and verifies receipt of customer supply orders (i.e. check scanners, checks, deposit slips, endorsement stamps, etc.);
• Identifies cross-selling opportunities to support growth of the Bank;
• Identifies and escalates product outages through proper channels;
• Assists with maintaining Treasury Management procedures and product guides;
• Participates in the development and implementation of sales promotions and campaigns; and,
• Recommends any process changes to improve efficiencies and enhance customer service treasury management products.

Qualifications: KNOWLEDGE, SKILLS AND ABILITIES

• Strong leadership and relationship building skills;
• Take initiative to identify and anticipate client needs and make recommendations for servicing;
• Time Management with emphasis on organization;
• Individual must be able to work independently and be a self-starter;
• Ability to communicate with a clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests;
• Extensive knowledge of TM Products and Services; and,
• Proficiency in Microsoft Office Products, Word, Excel, and Outlook.

EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS

• High School Diploma or equivalent
• 3-5 years of applicable and exceptional customer-facing experience

CORE COMPETENCIES

• Family & Trust: Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.
• Rooted & Service: Southern Bank team members are committed to serving customers, communities and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.
• Innovation & Strength: Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.
• Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.
• Applied Learning: Assimilating and applying new job-related information in a timely manner.
• Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.