TM Client Support Specialist II Job Northern Kentucky USA,Finance & Banking

Location: Northern

Northern OH Business Ctr
Independence, OH 44131, USA

Handles incoming service calls from Treasury Management clients, or potential Treasury Management clients, having questions regarding their current accounts and/or services. Completes client follow up resulting from inbound calls such as account maintenance, research, and follow up on information requests. Makes outbound non-sales calls to support various Treasury Management initiatives. Implements Treasury Management Products, input pricing and customer training.

Performs the onboarding and maintenance of Treasury Management products and services, including:

Business Online Banking
TM Online
ACH Origination
Wires
Positive Pay
Lockbox
Cash Vault
Remote Deposit Capture
BAI
EDI
Sweeps
CDARS

Implements Account Analysis pricing as instructed by TMO and/or TM Service Specialist (TMSS)

Conducts client training for Treasury Management products and services

Assists with demos for potential TM clients

Handles incoming service calls from Treasury Management clients including but not limited to:

TM Platform access issues and inquiries
Troubleshooting
Existing deposit and loan account inquiries
Account inquiries

Completes client follow-up resulting from inbound calls (i.e. account maintenance requests, records research, appropriate mailings, outbound calls to other departments, and calls back to clients.

Makes outbound client service and support calls.

Works with Treasury Management vendors to troubleshoot issues

Executes trades for Mutual Fund Sweep product

Tests and validates file formats and layouts to ensure system compatibility

Initiates and actively participates in client conversations to identify and appropriately address client needs.

Identify additional customer needs through interaction and send follow-up to Treasury Management Sales.

Performs and documents User Acceptance Testing on TM products.

Aids in the development, implementation, maintenance and enforcement of procedures.

Bona Fide Occupational Qualifications

High school diploma or equivalent required. Three (3) years of experience in Treasury Management, Accounting or related field is preferred

Above average analytical ability.

Proficient reading, writing, and grammar skills; proficient analytical and mathematical skills; proficient communicative and interpersonal relations skills.

May be eligible for Telecommuting.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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