ESSENTIAL DUTIES AND RESPONSIBILITIES

• Take incoming calls to fulfil service requests and provide technical assistance.

• Build rapport and deepen client relationships by resolving issues on the first call.

• Maintain an advanced knowledge of Treasury Management tools and services from both an end-user and technical perspective.

• Present needs-based product recommendations to deepen the banking relationship.

• Stay abreast of all changes, developments and enhancements for all systems and products.

• Ensure all audit and security policies and procedures are followed in accordance with Bank policies and Federal regulations.

• Navigate effectively and efficiently through multiple systems.

• Possess and demonstrate a high level of professionalism.

• Communicate in a clear, concise and professional manner.

• Provide client focused solutions while being compliant with bank Policies and Procedures.

• Partner with other departments within the organization to fulfill client requests.

• Work closely with Treasury Management Sales, Product and Implementation groups.

• Track client issues to identify product and process improvements or clients at risk due to frequent problems.

• Provide client training and support on the use of TM Products.

• Other duties and projects as assigned.

About Us