Provide issue resolution to treasury customers via phone call/email relate to treasury products. Perform maintenance and new product setup on customer accounts, and deliver a superior on-boarding experience by building connectivity to solidify the relationship with the customer and ensure that service is provided in an exemplary fashion.
Essential Duties and Responsibilities:
* Develop expertise in the use of the various treasury products.
* Answer incoming calls and deliver extraordinary service that exceeds the caller’s expectations. Handle calls with professionalism, demonstrating a sense of ownership, with a goal of one call resolution achieving established service standards.
* Answer customer questions, resolve issues and provide in-depth client and internal sales staff support on all treasury products (deposit products, Online Banking, ACH, Remote Deposit Capture, Wire Transfer, Positive Pay, Account Analysis, Loans, Bill Pay, etc.).
* Perform maintenance on customer accounts and work closely with the Treasury management Sales team to set up new customers and perform the on-boarding of new customers (i.e. training on products).
Additional Duties and Responsibilities:
* Assist with special assignments, projects, or other work related duties as assigned to ensure strategic support.
* Assist with outbound calls as needed.
* Provide personalized service that supports the client’s needs and builds the relationship.
* Assist with online banking enrollments as needed.
Education – High school diploma or equivalent (GED).
Experience – Over one (1) year of customer service experience.
Other – None.
Knowledge of treasury products.
Prior banking experience.
Microsoft product knowledge (Outlook, Excel, Word, etc.).
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