Customer Support Representative
Qualia
Treasury Management Client Support Specialist
Banner Bank
full-time
Posted on:
Origin: • 🇺🇸 United States • California, Idaho, Oregon, Washington
Visit company websiteSalary
💰 $24 - $32 per hour
Job Level
JuniorMid-Level
About the role
- Maintain and enhance client relationships to assist in meeting organizational and operational objectives
- Provide exceptional client service, training, and ongoing support of Treasury Management products and services
- Assist clients with required support materials for their effective use of Treasury Management services
- Administer client service policies and procedures and achieve client service level standards
- Manage client complaint resolution and escalate complex issues in a timely manner
- Comply with policies, procedures, security requirements, and government regulations
Requirements
- Associate's Degree in a related field (an equivalent combination of education and experience may be considered)
- 2 or more years of treasury management experience or in a related client services environment required
- Knowledge of delivering end-user training of Treasury Management services
- Knowledge of relevant operating systems, applications, and/or equipment
- Knowledge of sales principles and practices to effectively support Treasury Management
- Ability to establish and maintain effective working relationships with peers, clients and management
- Comfortable with direct client and line partner interaction abilities
- Proficient in Microsoft Office
- Possess excellent written, presentation, and verbal communication skills
