Job Description
Job Description
Position Summary:
The position will be tasked with providing exceptional customer service to Treasury Management customers as well as internal bank personnel. This position will support customers directly and will work closely with Treasury Management Sales Officers to implement new services, explain enhancements or updates, and support day-to-day operations. This position will ensure department procedures are followed and will escalate any issues or errors.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Providing intermediate level support to customers with questions, requests, or issues regarding TM products and services in a timely and efficient manner.
- Providing internal support and responding with high degree of professionalism to branch, lending, and other personnel. Assisting with the completion of necessary documentation, implementation on bank systems, and customer setup of TM products and services.
- Assisting with on-going customer exposure/risk reviews of services and completion of necessary documentation.
- Assisting with Audits and Exams as needed.
- Providing administrative duties as needed (i.e. ordering supplies, scheduling appointments for sales officers, printing customer resources as necessary, etc…)
- Assisting with special projects as needed (i.e. RDC updates, Online Banking or App enhancements, new product launches, etc…)
- Performs all other duties as assigned.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Position Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
Travel is expected 5%-10% of the time for this position.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
- High School Diploma or GED.
- 2 years’ experience in banking as customer service representative
- Some knowledge of online banking, electronic payments such as ACH and Wires, remote deposits, and account analysis
- Ability to communicate effectively
- Capacity to remain calm and courteous when handling difficult situations
- Ability to work well in a team environment
- Must be able to work well in a deadline driven, fast past environment
- Current driver's license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities