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Job Description

Our commercial banking client is looking to hire a full time resource to support their treasury management team. This individual is responsible for supporting clients who have inquiries regarding their treasury products, onboarding of new products or account related issues.

-Act as the day-to-day client contact for services relating to Treasury Products.

-Onboard and train commercial clients with the following Treasury products; Online banking with wires, Remote Deposit Capture, Bill Pay, and other products as assigned.

-Provide first level support to internal/external customer support for all Treasury Management and business clients, as necessary. Assist clients with routine needs such as system functionality questions, moderate level technical issue resolution, billing issues, etc. Also provides information on client transaction accounts and other general banking needs.

-Ensure appropriate Treasury Management documents and agreements are properly completed and executed prior to implementation.

-Provide excellent customer service to support and solve internal and external customer issues.

-Proactively time manage internal and external customer expectations when communicating and responding to processing request, instructions, inquiries, issues, voicemails, and emails to help maintain relationships.

-Tracks reported issues for consolidation and potential process or system change.

-Educate clients on account services and capabilities.

-Assist Treasury Management Excellence Center Manager and Team Leads with projects, activities and tasks.

-Prepares reports daily, monthly, quarterly and as needed.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

-Knowledge of Treasury Management

-Strong customer service skills -Bilingual