Treasury Service Analyst

Cogent Bank; Orange City (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Cogent Bank is seeking a customer service focused business support specialist. The successful candidate will handle bank sales support and operations and will provide top-notch troubleshooting assistance to our Commercial/Treasury Management (TM) clients while deepening and retaining existing customer relationships.

The role serves as the primary contact for all TM service requests, providing documentation, customer service, product implementation, training, installation, and maintenance in a

Qualifications

• High school diploma required.
• 2+ years in bank branch or call center providing support and troubleshooting.
• Knowledge of banking sales and operations preferred.
• On-the-job training provided for Treasury Management portion.

Responsibilities

• Serve as primary contact for TM service requests and documentation.
• Provide customer service, product implementation, training, installation, and maintenance.
• Handle inbound/outbound calls and support TM products and services.
• Identify client needs and address them through account servicing tasks.
• Train clients on Treasury products as needed.
• Collaborate with TM team, clients, and operations groups.

Skills

Customer service

Banking knowledge

Troubleshooting

Communication skills

Education

High school diploma

Tools

Microsoft Office

Database software

Job description

Job Summary

Seeking a customer service focused business support specialist. The successful candidate will have experience with bank sales support and operations and will provide top-notch, troubleshooting assistance to our Commercial/Treasury Management (TM) clients while deepening and retaining existing customer relationships.

Description

Job Summary

Seeking a customer service focused business support specialist. The successful candidate will have experience with bank sales support and operations and will provide top-notch, troubleshooting assistance to our Commercial/Treasury Management (TM) clients while deepening and retaining existing customer relationships.

Requirements

Responsibilities and Duties

Duties

This position serves as the primary contact for all Treasury Management service requests and provides documentation preparation, customer service, product implementation, training, installation, and product maintenance in a timely and efficient manner, while assisting with other projects and duties as needed including but not limited to:

• Field medium to high volume inbound and outbound calls from Commercial/Treasury Management clients and offer set up and support for all TM products and services.
• Acts as Subject Matter Expert for TM products, services and systems.
• Build relationships with our TM team, clients and operations groups.
• Fast paced, highly efficient environment - must be able to multi-task with accuracy and be detail oriented.
• Accurately process, identify and address clients' needs by providing a variety of services which include opening new accounts, accepting and processing documents, and performing any account servicing duties.
• Provides client training on various Treasury products as needed.

Qualifications And Skills

• A high school diploma is required as is a minimum 2+ years' experience in a bank branch or bank call center environment providing support and technical troubleshooting to customers. A combination of related experience and education may be considered.
• Preferred candidates will have knowledge of banking sales and operations. On-the-job training will be provided with the Treasury Management portion.
• Thorough understanding and proven success within a customer service environment is required.
• Ability to effectively present information and respond to inquiries from clients.
• Strong verbal and written communication skills to work effectively with customers, and various members within the organization.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Experience with ACH, Remote Capture, Online Banking, and Account Analysis.
• Working knowledge of Microsoft Office and database software applications