CSR Treasury Operations

CSR Treasury Operations Norman, OK Job Details 22 hours ago Qualifications Treasury management Vendor relationship building Record keeping Pricing Financial sales Treasury operations Promoting bank products High school diploma or GED Driver's License Driving Vendor relationship management Audit risk assessments Cash management Typing 1 year Financial audit support Promoting bank services Entry level Customer complaint resolution Client interaction via phone calls

Full Job Description Purpose:

While projecting a professional image; Assist branch staff and Bank customers with Treasury Operations products including: Cash Management, Checkmarc, Lock Box, Merchant Services, and Smart Pay Business. Respond to inquiries and resolve issues as needed.

Essential Functions:

Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the SMILE program. Assists with annual audits and risk assessments for Cash Management and Smart Pay Business customers. Act as liaison between the various vendors of the Treasury Operations Products and branch staff. Assists Bank staff with pricing and sales of Treasury Operations products. According to policy, provide assistance regarding Treasury Operations products, new accounts, updating existing customer files, or in closing accounts. Meet accuracy and correctness of work standards as required. Resolve customer complaints or ensure that the complaint is referred to the appropriate individual for resolution. Record detail documentation of customer interactions and transactions, complaints, and comments, as well as actions taken. Verify and ensure that appropriate action was taken in resolving customer problems. Other duties, as assigned.

Qualifications:

High School diploma or equivalent required Typically requires 1-2 years of related work experience and the knowledge, skills and ability to perform the essential requirements of the job. Possess and maintain a valid Drivers License for the state in which you reside.

Physical Requirements:

Long periods of standing or sitting, typing and repetitive motion Ability to lift and carry up to 50 lbs on occasion