Treasury Client Service Specialist

What We Expect of You

• Excellent interpersonal, written and oral communication skills.
• Excellent problem-solving skills.
• Ability to balance competing priorities.
• Ability to take initiative and work with minimal direction or supervision.
• Proficient in MS Office Suite. Excellent Internet research skills required.
• High degree of computer literacy (including Internet, PC and E-mail technology) and ability to communicate to customers with technical proficiency.
• Ability to navigate several computer applications at one time while maintaining a conversation with the customer.
• Detail oriented with solid analytical skills.
• Strong organizational skills and ability to complete assignments within deadlines.

Your Qualifications

• High school diploma or equivalent: required; AS or BS Degree strongly preferred in Finance or Accounting.
• Minimum of 1 year: of related bank operations experience.
• Minimum of 1-3 years: of customer service experience from a professional environment that required direct contact with the customer.
• Experience preferred working with:
• CCaas Solutions (Nice, Five9, Talkdesk, Genesys, etc.)
• Cloud-based CRM (Salesforce, MS Dynamics, etc.)

Internal and External Contacts

• Initiates and receives frequent external contacts from customers.
• Frequent contact with all levels of organization and branch personnel.
• Customer contact regarding Treasury Management products and services.

Working Conditions/Physical Requirements

Office environment. Ability to operate computer. Ability to communicate in order to exchange simple to complex information with individuals and groups. Ability to travel throughout Bank footprint.