Description

Position Summary:
Provides client support and expertise to the bank’s internal and external Treasury Management customers.

Essential Job Functions:  

• Committed to meeting phone and Service Desk (email) queue expectations.
• Provide excellent client service.
• Understand and interpret basic banking transactions and how they impact the client’s deposit and/or loan account.
• Understand, interpret and resolve internal and external client concerns with periodic assistance.
• Navigate multiple systems for each call or email type.
• Establish or re-establish online banking access for clients. Resolve basic client concerns regarding digital access and/or challenges.
• Author informal written communications/emails for internal and/or external clients, management and employees.
• Accurate completion and retention of required documentation.
• Identify red flags and complete risk assessments related to clients’ Treasury Management Products.
• Positively contribute to department goals (ie; Quality Phone and Email Observations, Average Speed of Answer, First Call Resolution, Schedule Adherence)
• Participate in career development activities annually to enhance knowledge, skills & abilities.

Minimum Job Requirements:

• High School Diploma or equivalent.
• 1+ year banking experience preferred
• Excellent customer service skills with a desire to assist customers.
• Successful candidates will demonstrate a basic level of computer skills.
• Basic understanding of operating systems and browsers.
• Excellent listening, verbal and written communication skills.
• Strong telephone skills.
• Demonstrated effective interpersonal skills.
• Demonstrated effective time management skills.
• Ability to generate an atmosphere of exceptional team synergies, positive energy and CB pride.
• Outstanding ability to track and organize multiple tasks.
• Strong attention to detail.

Physical and Mental Requirements:

• Ability to sit at a computer monitor for extended periods of time
• Ability to perform repetitive finger, hand, and arm movements
• Ability to lift up to 15lbs.
• Ability to effectively discern information and formulate appropriate action
• Ability to reach, squat, bend, and manually manipulate standard office equipment

Values and Behaviors:

• Build enduring RELATIONSHIPS with clients and each other.
• Drive INNOVATION that simplifies life and work. 
• Seek continuous GROWTH in your personal and professional development. 
• Commit with HEART to serve others.
• Extend TRUST in order to receive it.