Treasury Management Customer Service Specialist I

Texas Bank and Trust; Longview, Northern (TX, KY); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Texas Bank and Trust is seeking a Treasury Management Customer Service Specialist I to deliver secure, accurate, responsive support for ACH, RDC, Wires, Positive Pay, Merchant Services, and Lockbox. You will act as a trusted advisor, building relationships with internal and external customers while maintaining confidentiality.

The role requires strong communication, problem solving, and the ability to work remotely as needed, with responsibilities including handling group email, chat, and secure

Qualifications

• Proven strong written and oral communication skills.
• Ability to work remotely as required.
• Experience with treasury management tools and digital banking platforms.

Responsibilities

• Provide front-line, compliant customer support for Treasury Management Services via phone, email, chat, and secure messaging.
• Support development of new treasury products or enhancements to existing ones.
• Review daily treasury management reports as directed by supervisor.

Skills

Communication skills

Decision making

Problem solving

MS Office proficiency

Education

Two years college or banking school

Tools

Excel

MS Word

Access

Job description

Treasury Management Customer Service Specialist I

Job Description

Job Summary:

Provides effective and compliant customer support for Treasury Management Services including ACH, RDC, Wires, Positive Pay, Merchant Services, and Lockbox etc. Works with entire Treasury Management Team on supporting and maintaining relationships with all Treasury Management customers.

Provide secure, accurate, responsive, and courteous customer service to both internal and external customers at all times. Maintain strict confidentiality of customer and banking relationships.

Primary objective of this position is to be a trusted advisor to every internal and external customer. Inspires confidence and builds lasting relationships by consistently exhibiting each of the trusted advisor skills in order to help our customers identify and achieve their financial goals.

Essential Job Functions:

Provide extraordinary front end phone support for Treasury Management Services to both internal and external customers with 90% or greater observation results.

• Primary for responding and taking care of Treasury Management customer’s support needs through our group email, digital chat and secure digital messaging.
• Assist with the support/development of new products or enhancements to current products.
• Review of Daily Treasury Management reports, as directed by supervisor.

Other Functions:

• Assists with ongoing monitoring of risks of Treasury Management customers.
• Other duties as requested by their supervisor or other management representatives of the bank.
• Must comply with all bank policies and procedures that are job related and/or consistent with business necessity.

Job Requirements

Qualification Requirements:

• Two years college desired and/or banking school and a minimum of 2-3 years banking experience preferred.
• Must have the ability to work remotely as required
• Have a working knowledge and a desire to use Digital Banking products.
• Proficient use of computer software such as Excel, MS Word, Access and ability to use banking software and platforms.
• Have very strong decision making and problem solving skills.
• Excellent written and oral communication skills.
• Possess a clear understanding of the division and company goals and communicate and support them to others.
• Have strong interpersonal and leadership skills and ability to work with diverse staff and customer base effectively.
• Ability to use efficient time management and organizational skills to accomplish goals and benchmarks.
• Be able to perform the essential functions of the job with or without reasonable accommodation and without posing a direct threat to the health and safety of self or others.
• Exhibits the required trusted advisor behaviors during every customer interaction.

General Physical Demands and Workplace Conditions:

• Must be able to exert up to 20 pounds of force occasionally, and up to 10 pounds of force frequently, and a negligible amount of force constantly to lift, carry, push or pull or otherwise move objects within the immediate work station.
• Must be able to walk, sit or stand frequently, up to 50% of the time.
• Must be able to tolerate encounters with coworkers and customers under the following conditions: atmospheric pollutants or allergens, including but not limited to fumes, odors, dusts, poor ventilation; changes in indoor/outdoor temperatures encountered in travel between buildings and branches.
• Other physical attributes required to successfully perform the essential functions above include finger agility, talking, and listening.