The Commercial & Treasury Management Client Support Specialist

Primary Responsibilities

Provides superior client experience in a professional and responsive manner for both internal and external customers, ensuring accuracy, quality, and expediency through various communication channels, e.

g., phone or written channels.

• Fulfillment of the customer product / system configuration maintenance request received through case / ticketing system
• Coordinates with assigned approvers to facilitate rapid decisions on behalf of clients for file limit increases for Products, while also maintain established risk management controls.
• Collaborates effectively and proactively with internal departments, such as applications, supervisors, and sales partners.
• Supports the integration of technological solutions into customers’ business operations by understanding needs, training on best practices, straightforward communication, and by facilitating the change process so customers rapidly gain confidence and proficiency on systems.
• Maintains diligent awareness of risks including ACH rules, payments risk, UCC laws and FFIEC guidance as well as user authentication best practices for online banking services.
• Coordinates numerous internal and third-party vendor applications.
• Communicates to customer their specific product configurations, customer procedures and other information as needed to assist with customer inquiries, including gathering information and leading the client using troubleshooting techniques to determine the source of error and finding resolution, with maximum client satisfaction
• Troubleshoots technical and operational issues of larger value or scope.
• Resolves file format issues with file upload / downloads for payment applications that integrate with clients’ accounting systems.
• Perform necessary system configuration maintenance to fulfill customer requests and maintains existing company products and update as requested by the company authorized individuals.
• Acts as support lead and liaison to the TM implementation process, working collaboratively to ensure product / service implementation and client training is completed timely and to the clients’ satisfaction.
• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

Performs other duties as assigned.

Management Responsibilities

This job has no management responsibilities.

Qualifications

• Bachelors Accounting, Business Administration / Management, Finance preferred or
• equivalent work experience required
• 1-3 years experience in a related business function or industry required
• Prior experience implementing TM systems and solutions of moderate complexity preferred
• Demonstrated technology skills with online banking / payments applications; ability to work with and decipher file formats for ACH / positive pay, BAI, lockbox and experience with QuickBooks integration;

ability to work with customer file specifications and system outputs to reconcile business need required

• Demonstrated problem solving ability through interaction with clients and business partners required
• Excellent verbal and written communication skills required
• Ability to mobilize internal resources to resolve issues required
• Strong interpersonal and relationship building skills required
• Strong analytical ability with attention paid to detail required
• Strong organization and prioritization skills required
• Proven ability to manage multiple priorities effectively required

Standard ADA Selection : Office and Administrative Support

tandard business hours are Monday through Friday, 8 : 00 a.m. to 5 : 00 p.m. on Pacific or Mountain time zone. Exempt employees are expected to work as long as it takes to accomplish the goals and deliverables of the position;

typically, a minimum of 40-45 hours per week.

Travel : Est. Amount - 5%

Scheduled Weekly Hours :

Time Type : Full time

Full time

The targeted salary for this role is :

$49,403.00 - $64,224.00