Treasury Management Support Specialist

Treasury ManagementSupportSpecialist

Platte Valley Companies

JOB SUMMARY:

Responsible for the ongoing support and maintenance of Treasury Management solutions.Serves as a primary point of contact for Treasury Management customer inquiries, ongoing training, troubleshooting, and relationship support.Works closely with Treasury Management Salesteam, Treasury Management Operations, and Customer Experience Representatives todeliveran exceptional customer experience andensure successfulutilization of Treasury Management solutions.

RESPONSIBILITIES:

ESSENTIAL FUNCTIONS:

a. Serves as the primary point of contact for Treasury Management customer support requests and troubleshooting.

b. Researches andresolves customer issues related to Treasury Management products or coordinates resolution with internal departments and vendors.

c. Providesongoingtrainingto customersfor Treasury Management products and services, ensuring customers fullyutilize available solutions and follow established security best practices.

d. Provides excellent customer service for Treasury Managementcustomers by providingongoing support and maintenance for Treasury Managementproducts.

e. Follows andmaintains departmental procedures to support and maintain TreasuryManagement products and servicesin a timely manner.

f. Managescommunication coming to the Treasury Management team for phone calls, emails,ticketingsystem,and other correspondence.

g. Provides backup to other areas of thedepartment, as requested.

h. Develops andmaintainsan effective knowledgein Treasury Management and banking services.

i. Promotes an atmosphere which fosters our Mission, Vision, and Values to employees, customers, and communities.

j. Other duties as assigned.

REQUIREMENTS

Minimum Qualifications:

1. Banking experience with an emphasis on Deposit Operations or Treasury Managementpreferred.

2. Use and understanding of various computer software related to carrying out essential responsibilities of the position.

3. Must be able to work independently and follow documented procedures.

4. Understanding of related compliance and regulations preferred.

5. Must be capable of working with andmaintaining the confidentiality of sensitive information.

6. Professional appearance.

7. Effective oral and written communication skills.

8. General areas of competency: decision making, dependability, development, environmental safety, evaluation skills, interpersonal skills, prioritizing, problem solving,technical aptitude, teamskills and time management

Physical Requirements

Light Work - Exerting up to20 pounds of forcefrequently and/or up to 10 pounds of force constantly to move objects. Reaching, fingering, grasping, repetitive motions, stooping, crouching, standing, walking, lifting, climbing, kneeling, talking, hearing, pulling, pushing, thinking,concentrating and interacting with others.

You should be capable of performing in a reasonable manner, with or without reasonable accommodation, the activities involved in this job. A description of the activities involved in this job is listed above

Note: The statementsherein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skillsrequired of personnel so classified.