Treasury Management Technical Support II

First-Horizon-Bank; Birmingham (AL); On-site; USD 65,000 - 85,000; Full time

Job summary

First-Horizon-Bank in Birmingham, AL is seeking a Treasury Management Support Specialist to handle incoming calls, provide technical assistance, and deepen client relationships through needs-based product recommendations.

You will maintain advanced knowledge of Treasury Management tools, stay current with policy changes, and collaborate with Treasury Management Sales, Product and Implementation teams to resolve issues and train clients on TM products.

Responsibilities

• Take incoming calls to fulfil service requests and provide technical assistance.
• Build rapport and deepen client relationships by resolving issues on the first call.
• Maintain an advanced knowledge of Treasury Management tools and services from both an end-user and technical perspective.
• Present needs-based product recommendations to deepen the banking relationship.
• Stay abreast of changes, developments and enhancements for all systems and products.
• Ensure all audit and security policies and procedures are followed in accordance with Bank policies and Federal regulations.
• Navigate effectively and efficiently through multiple systems.
• Possess and demonstrate a high level of professionalism.
• Communicate in a clear, concise and professional manner.
• Provide client focused solutions while being compliant with bank Policies and Procedures.
• Partner with other departments within the organization to fulfill client requests.
• Work closely with Treasury Management Sales, Product and Implementation groups.
• Track client issues to identify product and process improvements or clients at risk due to frequent problems.
• Provide client training and support on the use of TM Products.
• Other duties and projects as assigned.

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Take incoming calls to fulfil service requests and provide technical assistance.

• Build rapport and deepen client relationships by resolving issues on the first call.

• Maintain an advanced knowledge of Treasury Management tools and services from both an end-user and technical perspective.

• Present needs-based product recommendations to deepen the banking relationship.

• Stay abreast of all changes, developments and enhancements for all systems and products.

• Ensure all audit and security policies and procedures are followed in accordance with Bank policies and Federal regulations.

• Navigate effectively and efficiently through multiple systems.

• Possess and demonstrate a high level of professionalism.

• Communicate in a clear, concise and professional manner.

• Provide client focused solutions while being compliant with bank Policies and Procedures.

• Partner with other departments within the organization to fulfill client requests.

• Work closely with Treasury Management Sales, Product and Implementation groups.

• Track client issues to identify product and process improvements or clients at risk due to frequent problems.

• Provide client training and support on the use of TM Products.

• Other duties and projects as assigned.