Treasury Service Client Support Representative

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JOB FUNCTION / SUMMARY:

The Treasury Services Client Support Associate 1, provides support to commercial customers and internal associates who utilize Treasury Management Services to enhance strategic direction and contributes to the overall success of customer satisfaction and retention.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Provide customer service and support for Treasury Management products and services.
• Support both the commercial customer base and internal associates through incoming calls, emails, and Teams messages.
• Provide customer training for Treasury Management products & services for the commercial customer base.
• Communicate with Line of Businesses on system and fraud issues impacting customers.
• Additional daily responsibilities relating to servicing the Treasury Management customer base established for new product and service offering(s).
• Comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
  
  

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• High school diploma or general education degree (GED) required.
• 1-2 years of banking experience including customer service focus.
• 1 year of Treasury Products & Services experience, preferred.
• Basic understanding of banking products and services.
• Strong attention to detail and ability to follow processes and guidelines.
• Proficient in Microsoft Office (Excel, Outlook, Word).
• Good written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
  
  

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to operate related equipment to perform the essential job functions.
• Ability to read and interpret a document if required to perform the essential job functions.
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
  
  

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.