TM Client Service Specialist I

What The Role Is:

The TM Client Service Specialist will be responsible for delivering an exceptional client experience. This position will be responsible for handling all Treasury Management Client Call and Email requests. The Premier Partner will be handling research requests, training inquiries, problem resolutions, password resets and all other requests received by phone or email. All new and maintenance requests requiring COA approval will be escalated to the customers assigned Implementation Project Partner and/or Client Service Partner. The Premier Partner will need to escalate any ongoing issues or client concerns that they are unable to resolve.

How You will Make an Impact

• The ability to adhere to policies and procedures as they relate to client maintenance rules.
• First time resolution for client issues and/or concerns.
• Identifies diagnoses and resolves client issues; engages business partners and communicates with customer, TM Sales Officer and/or Relationship Manager.
• Handle all Call and Email requests in a timely manner while adhering to our Quality-scoring matrix.
• Work with internal business partners to solve client issues.
• Partner with Treasury Operations to ensure requests are completed in a timely manner.

Who You Are

• Excellent interpersonal skills to build and maintain effective relationships.
• Strong organizational and follow up skills.
• 2-5 years Treasury Management experience
• Advanced knowledge of Banking and Treasury Management
• Business professional with integrity, trustworthy, honest and able to handle confidential information.
• Customer Service Experience.