Treasury specialist

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

The Treasury Management Customer Service Specialist functions as the primary day-to-day direct contact (internally and externally) for all Simmons Bank Treasury Management & Business Banking clients (verbal and written) that utilize Treasury Management products and services.

With extensive knowledge of all Treasury Management products, including online banking, ACH, Remote Deposit, Lockbox, Positive Pay, and Sweeps.

Additional responsibilities include, but are not limited to, training & support to customers on how to effectively utilize their Treasury Management products in accordance with their business needs on multiple online platforms.

Essential Duties and Responsibilities

• Completes all complex and urgent requests for clients within a reasonable amount of time.
• Communicates effectively with all internal and external customers on pending items and issues with Treasury Management & Business Banking accounts, products, and services.
• Communicate effectively and timely with clients on any impacting update that could affect their day-to-day operations
• Utilization of the CRM system for reporting and analysis purposes
• Identifies cross-selling opportunities to support growth of the Bank
• Identifies and escalates product outages through proper channels
• Recommends any process changes to improve efficiencies and enhance customer service experiences.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty in line with a team of peers.

Skills

• Individual must be able to work independently and in a group, with an assigned team of peers.
• Take initiative to identify and anticipate client needs and make recommendations for service-related concerns.
• Ability to communicate with a clear, audible speaking voice to address customer requests.
• Ability to read, comprehend and respond to emails and secure messaged through online banking platforms.

Education and / or Experience

• High School Diploma or equivalent
• 3-5 years of applicable and exceptional customer-facing experience
• Preferred : Bachelor’s Degree in a business-related field

Other Qualifications Desired (including physical requirements)

• Previous banking experience
• Knowledge of Treasury Management & Business Banking products and services
• Knowledge of internal and online banking platforms
• Proficiency in Microsoft Office Products, Word, Excel, and Outlook

Equal Employment Opportunity Information : Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.

Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities.

These programs require positive action in lieu of neutral non-discrimination and merit hiring / performance policies.

Last updated : 2024-09-10