Treasury Services Support

Treasury Services Support provides comprehensive assistance for daily service, operational activities, and sales initiatives related to Treasury customers, products, and services. This role serves as a primary resource for both clients and internal teams, ensuring seamless operations, accurate account management, and effective utilization of Treasury products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Deliver comprehensive customer support via phone and email, educating clients on Treasury Services while enhancing satisfaction and promoting system adoption. Support all online banking functions across multiple platforms, assisting customers with navigation, troubleshooting, and the setup of new services. Provide guidance and support to internal staff on platform features and Treasury Services to maximize efficiency and adoption. Analyze and resolve client issues, coordinate agreement preparation and tracking, and administer the setup and maintenance of Treasury Services to ensure smooth operations. Prepare and distribute daily reports to customers, ensuring accuracy and timely delivery. Prepare, distribute, and track initial and annual underwriting reviews for customers utilizing high-risk services. Review and validate the setup of products and services to ensure accuracy, functionality, and alignment with client requirements. Monitor and verify unusual account activity by contacting customers regarding suspicious ACH transactions, large wire transfers, login attempts, new user access, and unposted items to maintain account security. Manage business credit card issuance and ongoing support, ensuring accurate processing and a seamless customer experience.

EDUCATION AND EXPERIENCE

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc.

EXPERIENCE GENERAL 3

years related experience and/or training

ADDITIONAL INFORMATION

Must provide excellent customer service consistent with Service with HEART standards to all customers - internal and external. Must maintain confidentiality of customer and bankinformation at all times. Must comply with all internal controls and established bank policies and procedures at all times. Must have a working knowledge of all bank products and services in order to ensure that customer needs are consistently met. Will have the opportunity to represent the Bank at community events and in civic organizations.