CSR Treasury Operations

Purpose:

While projecting a professional image; Assist branch staff and Bank customers with Treasury Operations products including: Cash Management, Checkmarc, Lock Box, Merchant Services, and Smart Pay Business. Respond to inquiries and resolve issues as needed.

Essential Functions:

• Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the SMILE program.
• Assists with annual audits and risk assessments for Cash Management and Smart Pay Business customers.
• Act as liaison between the various vendors of the Treasury Operations Products and branch staff.
• Assists Bank staff with pricing and sales of Treasury Operations products.
• According to policy, provide assistance regarding Treasury Operations products, new accounts, updating existing customer files, or in closing accounts.
• Meet accuracy and correctness of work standards as required.
• Resolve customer complaints or ensure that the complaint is referred to the appropriate individual for resolution.
• Record detail documentation of customer interactions and transactions, complaints, and comments, as well as actions taken.
• Verify and ensure that appropriate action was taken in resolving customer problems.
• Other duties, as assigned.

Qualifications:

• High School diploma or equivalent required
• Typically requires 1-2 years of related work experience and the knowledge, skills and ability to perform the essential requirements of the job.
• Possess and maintain a valid Drivers License for the state in which you reside.

Physical Requirements:

• Long periods of standing or sitting, typing and repetitive motion
• Ability to lift and carry up to 50 lbs on occasion