TM Client Support Specialist

Summary / Objectives

Provide on-going email and telephone client support and resolution for all Treasury Management products and services. Research and respond to Treasury Management client inquiries in a professional, timely and efficient manner. Ensures Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.

• Develop and maintain extensive technical knowledge of products, services and pricing, service setup documentation, operating systems, and data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services.
• Provide primary phone support and daily contact for client resolution on Treasury Management issues, products, and commercial account analysis.
• Research and respond to all Treasury Management client inquiries in a professional, timely and efficient manner, partnering with Treasury Management Implementation Specialists and Sales Officers when necessary.
• Advise clients on potential improvements to online security, product/service utilization and enhancements.
• Ensure that all quality services level agreements related to implementation tasks and timelines are met.
• Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.
• Maintain appropriate tracking logs based on client additions, changes and deletions.
• Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional Treasury Management products and services.
• Provide telephone sales support to customers requiring basic Treasury Management products/services.
• Provide subject matter expertise to internal bank staff as required.
• Assist with special projects as required.
• Participate in data mapping, testing and other conversion projects related to bank mergers.
• Accept other duties as assigned.

• Excellent communication skills
• Commitment to provide excellent customer service
• General banking knowledge

• Education:
  
  High School Diploma, GED or equivalent education.
• Experience:
  
  2 years related experience (Treasury Management, Commercial Call Center, Client Service, Operations);
  Previous banking experience preferred.
• Certifications / Specific Knowledge: MS Office expertise;
  Ability to read, write, speak and understand English;
  Knowledge of Treasury Management products / services, account analysis and online banking systems is preferred.
• Excellent written and oral communication skills;
  Proven success in problem analysis and resolution.
• Strong attention to detail and accuracy;
  Strong organization skills.
• Ability to manage multiple detailed work assignments with a high degree of accuracy.

• Required annual compliance training
• New Employee Orientation

Must be able to effectively access and interpret information on computer screens, documents and reports. This position requires a large amount of time in front of a computer and can be performed sitting or standing with use of a suitable desk.

This position is located in a cubicle environment that may be loud throughout the day.

Travel may be required to attend meetings as needed.

110 East Boulevard, Charlotte, North Carolina 28203

Equal Opportunity Employer, including disabled/veterans.