What are the responsibilities and job description for the Treasury Management Service Specialist- Banking position at TBK Bank?
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At TBK Bank, a member of the Triumph Financial portfolio of brands, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.
Position Summary
Primary functions are to service business clients banking needs, provide support to branch personnel for consumer electronic services, and complete specific operation tasks associated with TM products. This position acts as a liaison with sales staff, technical specialists, and TCB staff to ensure high levels of service delivery to all customers – internal and external.
Position Description
Essential duties and responsibilities include the following. Other duties may be assigned.
- Main point of contact for commercial clients’ servicing needs. Assists commercial clients on deposit, loan, and credit card related issues.
- Researches and resolves daily operational problems experienced by customers – internal and external, explains TCB products and services.
- Provides customer support for Treasury Management products including ACH, Business Banker, sweeps, positive pay, remote deposit capture, wire transfers, bill pay and lockbox.
- Implements new Treasury Management products for customers.
- Provides support to branch personnel for consumer electronic products including online banking, mobile banking, and consumer bill pay.
- Uses technical knowledge to identify and source opportunities for new revenue through enhanced products and service capabilities.
- Educates customers and employees on security issues related to Treasury Management.
- Performs daily and monthly audits of Treasury Management activity.
- Joint sales consultation with Treasury Sales Officers and clients on technical matters related to the utilization of Treasury products and services.
- Participates on project team of new/enhanced product roll out.
- Tracks activities as part of overall department efficiency tracking.
Qualifications
- High school diploma or GED required.
- Two to four years experience in high level customer service environment; or equivalent combination of education and experience.
- Bank operations experience desirable.
- Must be proficient in Microsoft Word and Microsoft Excel.
- Technical expertise is preferred
Work Environment
The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
- Ability to work in a confined area.
- Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.
- While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
- Specific vision abilities are required by this job due to computer work.
- Light to moderate lifting is required.
- Regular, predictable attendance is required.
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