What are the responsibilities and job description for the Customer Service Specialist (Treasury) position at Triumph Financial?
Job Description
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, andTriumph's Factoring Divisionstaff to ensure high levels of service delivery to all customers - internal and external.
Essential Duties & Responsibilities
Provide exceptional customer support for Treasury Management products including ACH, Commercial Center, Small Business Center, RemoteDeposit Capture, Fraud Services, Sweeps, Wire transfers, and all related Treasury Management payables and receivables solutions.
Answer all internal and external customer calls and emails in a timely and professional manner.
Serve as the main point of contact for Treasury Management client servicing needs.
Aid in auditing the team's work to ensure quality and to ensure compliance with laws, regulations, and company policies.
Assist in the development of standardized processes and procedures for TM products and support.
Actively monitor the service department's daily execution and serve as client contact when needed.
Promote best practices to improve service levels while lowering overall department costs.
Research and resolve complex operational problems experienced by clients - internal and external.
Assist when needed with new sales or implementations ensuring the best client experience.
Educate customers and employees on security issues related to Treasury Management.
May be asked to participate in joint sales consultations with Treasury Sales Officers and clients on matters related to the utilization of Treasury products and services.
Participate and provide representation to the project team on new / enhanced product roll out.
Cross-train on other products and support for personal development.
Complete other duties and annual compliance training as assigned.
Experience & Education
High school diploma orGEDrequired.
Two to four years' experience in high level customer service or Treasury Management environment.
Bank operations experience desirable.
Bilingual Spanish speaker preferred.
Skills & Abilities Required
Excellent communication skills required, both written and verbal
Excellent Customer Service skills
Strong attention to detail and good planning and organization skills
Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred.
Work Environment
The work environment characteristics described here may be 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.
