Customer Service Representative - Treasury Services

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JOB FUNCTION / SUMMARY:

The Treasury Services Client Support Rep 2 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:

• Provides customer service and support for all Treasury Management products and services
• Supports both the commercial customer base and internal associates
• Provides customer training for all Treasury Management products & services for the commercial customer base
• Generates reports, as needed by management, including monthly department metrics
• Monitors the daily performance and performs testing of the Treasury Management system as required
• Performs troubleshooting and analysis with the Treasury Management system and works with internal IT Support and vendor
• Communicates with Line of Businesses on system issues impacting customers
• Additional daily responsibilities relating to servicing the Treasury Management customer base established for new product and service offering(s)
• Complies with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
  
  

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• High school diploma or general education degree (GED); one to three months related experience and/or training; or equivalent combination of education and experience
• 5 years banking experience including customer service focus
• 3 years of Treasury Products & Services experience
  
  

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.