Treasury Management Customer Service Specialist II

Texas Bank and Trust; Longview, Northern (TX, KY); Híbrido; USD 52.000 - 76.000; Jornada completa

Descripción de la vacante

Texas Bank and Trust in Longview, TX seeks a Treasury Management Customer Service Specialist II to deliver secure, accurate, and courteous service for Treasury Management products including ACH, RDC, Wires, and Lockbox, while training customers and supporting the Treasury Management team.

The role emphasizes building trusted advisor relationships, handling inquiries via phone, email, and chat, and assisting with training and product enhancements to support customer goals.

Formación

• Two years college or banking school with banking experience preferred.
• 2-3 years Treasury Management support desired.
• Proficient use of Excel, MS Word, Access and banking software.

Responsabilidades

• Provide front end phone support for Treasury Management customers with high accuracy.
• Respond to Treasury Management needs via group email, digital chat and secure messaging.
• Schedule and conduct training for new and current customers on products and services.
• Assist with development of new products or enhancements.
• Support Management in expanding customer training.

Conocimientos

Customer service

Treasury Mgmt knowledge

Communication skills

Excel

Training capability

Time management

Educación

Two years college

Banking school

Herramientas

Excel

MS Word

Access

Descripción del empleo

Treasury Management Customer Service Specialist II Apply online

Job Description

Job Summary:

Responsible for effective and compliant support, as well as customer training for Treasury Management Products 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.

Provides 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 to both internal and external customers with 90% or greater observation results.
• Primary for responding and taking care of Treasury Management customer support related needs through our group email, digital chat and secure digital messaging.
• Primary on completing daily Treasury Management reports
• Primary for scheduling and completing training with new and current Treasury Management customers virtually or in person on all products and services.
• Assist with the support/development of new products or enhancements to current products.
• Assist Management team to further develop and enhance Customer Training

Other Functions:

• Assists with ongoing monitoring of risks of Treasury Management customers.
• General knowledge of all banking products for potential cross-selling opportunities.
• Assist with training and developing new team members on all treasury management support functions
• 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 with a minimum of 3-5 years banking experience and support related experience preferred.
• At least 2-3 years Treasury Management Support desired.
• Have a working knowledge and a desire to use Electronic Banking products... i.e. Online Banking, Mobile Banking & Treasury Management.
• Proficient use of computer software such as Excel, MS Word, Access and ability to use banking software and platforms.
• Have very strong decision-making, 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 workstation.
• 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; changesin 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.