Treasury Management Specialist

Treasury Management Specialist U.S. Century Bank - 3.9 Doral, FL Job Details 6 hours ago Qualifications Treasury management Contract documentation review Customer communication Contract review Customer relationship building Client onboarding Treasury operations Sales Promoting bank products Mid-level Financial fraud detection Customer inquiry handling Databases Cash management Assisting with digital banking services Account opening Full Job Description Responsible for providing sales support and implementation for all Treasury Management products, as well as providing ongoing overall client relationship service.

Essential Duties and Responsibilities :

Handle in-bound customer service inquiries, training and support requests pertaining to Treasury Management & Internet Banking products (including but not limited to Bill Payment, Mobile Banking, Zelle, Card Controls), while ensuring customer service quality. Responsible for the initiation, review and completion of the Treasury Management customer's agreements including Cash Management services exhibits. On-Boarding process of International Personal Banking, Correspondent Banks, Business Retail and LockBox Customers. Follow up with potential customers and/or Banking Center Managers to aid in the collection of necessary information and documents as requested by the Treasury Management Sales team. Review and confirm the completeness, accuracy and adequacy of signed customer agreements, maintenance requests and cancellation forms. Take ownership of client needs and act as their advocate to ensure that service and product requests are completed in the timeframes agreed upon. Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered. Communicate resolutions to customers, acts as a liaison between customer and operations department of the bank. Assist the Treasury Management Department on the day-to-day workflow This position will also serve as a backup as needed to the Senior Treasury Management Specialist. Performs other duties as necessary with any of the Treasury Management Department All other job duties as assigned by Management. Provide routing assistance with a portfolio of customers via telephone regarding inquiries ranging from very basic account questions to complex treasury management solutions. Maintain a high degree of accuracy while boarding account and customer information into various systems. Examine customers identification for authenticity to protect the Bank and customers against fraud losses Interpreting customers' requirements and building the business customers on web-based applications and maintaining customer files/database.