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Treasury Management Support Banker

Rose International
Cincinnati, OH Temporary
POSTED ON 2/16/2025
AVAILABLE BEFORE 5/13/2025

Job Id : 71717

Training Period - 90 DAYS, SOME OT REQUIRED AFTER TRAINING PERIOD

Required Education and Experience :

Financial Industry / Banking Background Required

A.S. DEGREE (Minimum) Preferred, or equivalent work experience - no specific field or area of study

Three to five years of experience in the financial services industry

Preferred Education and Experience :

  • Excellent verbal, written, and interpersonal communication skills
  • Outstanding customer service and problem-resolution skills
  • Proficient computer skills, especially Microsoft Office applications
  • Experience with department-specific systems
  • Advanced knowledge of departmental and bank products and services
  • Technical support and / or co-browse skills
  • Preferred understanding of digital capabilities with experience in an Information Technology environment
  • Knowledge of Treasury Management Products / Services with preferred experience with GTM and Operations

Industry Background :

  • Financial Industry / Banking Background Required
  • Required License / Certifications :

    N / A

    Preferred License / Certifications :

    N / A

    Job details :

    The Commercial Customer Service Treasury Management Support, Loan, and DDA Banker is the primary contact for commercial banking customers utilizing client's Treasury Management platforms.

    Maintains and expands the relationship with customers by providing overall customer support services.

    Works proactively to identify potential problems, compliance issues, and to maximize client satisfaction, and encourage expansion of the relationship.

    Identifies products and services that meet customer''s needs.

    Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

    Ability to support customers in navigating Treasury Management products, including all online platforms.

    Responsibilities :

  • Service customer''s phone and email inquiries.
  • Assist customers in navigating online platforms and all Treasury Management products utilizing the Bank’s servicing tools such as emulation and co-browse.
  • Maintain an appropriate technical understanding of bank systems. Regularly attend trainings to support / expand knowledge base.
  • Travel : N / A

    Parking : N / A

    Dress Code : N / A

  • Only those lawfully authorized to work in the designated country associated with the position will be considered.
  • Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.
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