Treasury Specialist

Job Description for Treasury Specialist:

The Treasury Specialist specializes in delivering an exceptional customer experience through sales, service, and digital engagement for both Consumer and Business Banking customers. This role supports daily branch operations, meets customer service and sales needs, and manages customer appointments to identify needs and refer complex issues to appropriate team members.

Responsibilities for Treasury Specialist:

• Foster customer engagement by providing details on Consumer and Business Banking services. Recommend appropriate solutions based on individual preferences and highlight the importance of utilizing digital banking features for secure and efficient banking transactions.
• Supervising appointments and consultations involves managing customer meetings, whether they are scheduled or walk-in, to pinpoint their financial requirements and facilitate a seamless referral to the appropriate banking experts for intricate matters.
• Connect with customers preemptively to boost retention rates and build rapport.
• Customer Engagement: Engage customers in the lobby, greet them, respond to queries, and take ownership of addressing their immediate banking requirements.
• Participate in Operational Support by contributing to routine branch operations like handling customer transactions, resolving overdraft disputes, and ensuring compliance with internal frameworks. Carry out operational duties as necessary.
• Compliance and Risk Management Practices: Remaining up-to-date with Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) processes. Noticing and elevating possible instances of fraud. Securing compliance with operational and regulatory benchmarks.
• Customer Resolution: Deal with customer concerns promptly and accurately, documenting them for proper tracking and follow-up. Ensure customer complaints are addressed effectively and in a timely manner.
• Sales Referrals entail pinpointing sales opportunities and steering customers towards the correct banking partners for customized product suggestions.

Scope of Responsibilities:

• Offer exceptional service and swiftly resolve any issues customers may have.
• Drive branch revenue growth while enhancing customer experience.
• Assume various roles within the branch setting, from commencing new account procedures and processing loan applications to troubleshooting and managing transaction processing.
• Demonstrate compassion and attentiveness towards customers, focus on their needs and preferences, be open to flexibility, and exhibit proficiency in digital competence during customer interactions.

Essential qualifications in both educational and professional contexts:

• Meeting the educational standard with either a high school diploma or GED.
• Experience of one year in retail sales, call center operations, customer service, or telesales is essential.
• Strong at conveying messages and connecting with others through verbal and interpersonal means.
• Ability to navigate tough customer interactions and varied customer needs adeptly.
• Well-organized with strong time management and prioritization skills.
• Aptitude for thriving in a high-pressure, team-oriented, fast-paced work environment.
• Skillful in handling web-based technologies.

Preferred Qualifications:

• Being bilingual as per the needs of the branch.
• Verified capability in achieving sales goals or obtaining referrals.
• Physical Requirements:
• Endurance in standing for long periods of time.
• Persistent application of hands and fingers over a prolonged period.
• Ability to manage objects of varying weights, from 5 to 30 pounds, through lifting.
• Gift for comprehending detailed text.
• Proficiency in personal customer interactions within a work setting.

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