Treasury Management Customer Service Representative

Southern Bank; United States; Vor Ort; USD 52.000 - 76.000; Vollzeit

Zusammenfassung

Southern Bank is seeking a Treasury Management Customer Service Representative to service a portfolio of Treasury Management clients with deep knowledge of TM products, including online banking, ACH, remote deposit, lockbox, Positive Pay, and CDARS/ICS. This role acts as the primary day-to-day contact for clients in their market, with opportunities to cross-sell.

The role requires strong leadership, communication, and independent work, plus 3–5 years of customer-facing experience and a high

Qualifikationen

• High School Diploma or equivalent required.
• 3-5 years of applicable customer-facing experience.
• Strong knowledge of TM products and services.

Aufgaben

• Serves as primary contact for Treasury Management clients within portfolio.
• Responds to complex/urgent client requests with accuracy and speed.
• Communicates updates to clients regarding account events and product changes.
• Tracks client interactions for implementation and service reporting.
• Identifies cross-sell opportunities to support bank growth.

Kenntnisse

Leadership & relationship building

Client needs identification

Time management

Independent worker

Clear communication

TM Products knowledge

MS Office proficiency

Ausbildung

High School Diploma or equivalent

3-5 years customer-facing experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Jobbeschreibung

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 effectively 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.