Treasury Service Analyst

: 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

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