What are the responsibilities and job description for the Treasury Management Client Support Specialist position at Provident Bank?
There are 2 opening for this role.
POSITION SUMMARY
The role of this position is to support the Treasury Management clients via phone and email requests. Provides Treasury Management helpdesk support for Treasury Management customers and works as a liaison between internal stakeholders the business / commercial banking segment. Knowledgeable of Treasury Management products and services and provide ongoing technical support to our Treasury Management customers. Work directly with department team members, department Lead and department manager to ensure SLAs are met.
MAJOR JOB RESPONSIBILITIES
- Primarily responsible for handling phone inquiries in a client support environment in conjunction with monitoring the queues and logging call activities.
- Monitoring incoming inquiries from clients and branches via assigned group mailboxes in support of all Treasury Management Clients.
- Create a culture of collaborative continuous improvement to the client experience.
- Resolves Treasury Management issues internally as well as working with Digital Operations and third-party vendors to resolve customer issues relating to products / services.
- Work closely with department staff to ensure customer focus and experience is top level.
- Acts as liaison with Digital Operations to ensure accuracy of amendments and documentation of maintenance request.
- Educate and build customer awareness assisting to maximize the benefits and use of Treasury Management products and services.
- Recommends and assist with process changes to improve efficiencies and enhance customer service experiences.
- Will work closely with department manager and assist on projects that are assigned.
Required Skills
SUPERVISORY RESPONSIBILITIES
EDUCATION
High School Diploma or GED required.
WORK EXPERIENCE
0-2 years preferred. Knowledge of Treasury Management products and services
WORKING CONDITIONS
Work is performed in a normal office environment. Noise levels are usually moderate.
HAZARDS
The hazards are mainly those present in a normal office setting or those associated with driving an automobile.
This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
LI-Hybrid
