The Role
Provide daily resolution of Treasury Solutions client issues, support onboarding and implementation of TS products, assist officers with client expansion and retention, handle escalations, maintain TS reports, and ensure compliance with bank policies while delivering exceptional customer service.
Summary Generated by Built In
Responsible for the daily resolution of Treasury Solutions client issues with the various suite of Treasury Solutions products and services. Support TS Officers in customer expansion and retention Contribute to the effective and efficient operations of the bank while providing best in class customer service and upholding City Bank’s core values. Work in tandem with the Treasury Solutions Associate to facilitate the successful onboarding of new TS relationships and implementation of TS products and services. Essential Duties
- Assist customers with a variety of banking needs, including all types of new accounts, ordering supplies and obtaining the required business entity documentation
- Provide end to end delivery support to include documentation preparation and review, client support for various product issue and occasional client training as back up to the Treasury Solutions Associate
- Prepare appropriate TS documentation in accordance with bank policy and procedures
- Utilize TS product and services expertise to provide technical support whether on site or by phone to customers and their administrators as well as bank officers
- Provide exceptional customer service and support to expand and retain customer relationships by responding professionally and efficiently to external customer and Officer requests for assistance
- Maintain monthly TS totals reports
- Handle escalated calls, as needed, from other City Bank team members on products or issues involving TS customers, acting as a liaison with back office departments
- Acquire and maintain a comprehensive knowledge and understanding of business account relationships comprising the TS portfolio of business
- Adhere to bank regulatory, audit and compliance policies/procedures and bank operational policies/requirements within the department
- Provide assistance for TS department communication support, including responding to incoming telephone calls, e-mails and voicemails
- Other duties as assigned
Equal Opportunity Employer/Veterans/Disabled
Skills Required
- Provide daily client issue resolution and technical support for Treasury Solutions products
- Support onboarding and implementation of Treasury Solutions products and services
- Prepare, review, and maintain TS documentation and monthly TS totals reports
- Assist with new business account setup and required business entity documentation
- Handle escalated calls and act as liaison with back office departments
- Deliver professional phone, email, and on-site customer support and occasional client training
- Adhere to bank regulatory, audit, and compliance policies and procedures
- Comprehensive knowledge of business account relationships in TS portfolio
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The Company
What We Do
City Bank is a Member FDIC financial institution focused on delivering a high-quality banking experience. The company cultivates a professional environment that fosters innovation, community involvement, and leadership. Driven by a goal to create satisfying outcomes for its customers, City Bank maintains a people-first culture and offers a comprehensive benefits package designed to support the physical, emotional, financial, and social well-being of its employees.
