Treasury Management Specialist I
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Stillwater, OK 74075
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 Concierge Services Representative position is primarily responsible for assisting in implementation of all Treasury Management products, as well as the ongoing servicing of the Treasury Management clients. TMCS Rep functions as the primary day to day contact for Bank’s Treasury Management clients. Additional responsibilities include, but are not limited to, account maintenance, analysis fee verifications, assisting customers to effectively utilize the products in accordance with their business needs, obtaining all necessary account information and documentation from the customer for new account set up and supporting the Treasury Management sales staff with Treasury Management products, identifying potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Identifies and capitalizes on cross-selling opportunities. Works directly with customers’ TM services, accounts, inquiries, and items directly related to client satisfaction with their banking relationship.
Essential Duties and Responsibilities
+ Obtains necessary documentation, account opening, and onboard for all Treasury Management products and cash management services
+ Creates and coordinates execution of all agreements in relation to all Treasury Management products and cash management services
+ Schedules/provides installation and training with customer for all Treasury Management products via telephone, webinar, or onsite sessions
+ Assists with maintaining implementation procedures and Treasury Management product guides
+ Orders and verifies receipt of customer supply orders (i.e. check scanners, checks, deposit slips, endorsement stamps, etc.)
+ Ensure all new and existing accounts are properly charged and linked for Analysis Charges, or has the appropriate exception approvals if applicable
+ Communicates effectively with other banking departments on pending items and issues with Treasury Management customers, new or prospective, and products
+ Assists with training internal customers on all Treasury Management products
+ Assists Treasury Management sales staff with complex implementation requests
+ Provides product and technical support for client Treasury Management products, including Digital Lockbox, Check Capture and online banking modules.
+ Works with Treasury Management sales staff to maintain and update customer pipelines and contact information
+ Works with Treasury Management sales staff to create presentations and demonstrate new products and costs to both existing and new customers
+ Answers customer telephone calls and accepts communications through all electronic media (i.e. email and internet portals)
+ Tracks client interactions for both implementation and service in CRM for reporting and analysis
+ Ensures customer calls are forwarded to appropriate employees as requested or for further assistance with inquiries
+ Identifies cross-selling opportunities to support growth of the Bank
+ Identifies and escalates product outages through proper channels
+ Prepares written communication for internal and external customers
+ Assists Treasury Management Sales Officers as needed for client reviews
+ Participates in the development and implementation of sales promotions and campaigns
+ Recommends and implements process changes to improve efficiencies and enhance customer service experiences.
+ Performs other duties and responsibilities as assigned.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
+ Ability to perform tasks quickly and accurately.
+ Ability to operate in a team environment to accomplish shared goals.
+ Ability to solve practical problems and interpret a variety of instruction provided in written and/or oral form.
+ Ability to read and interpret documents such as procedures manuals, general business correspondence and/or journals or government regulations.
+ Ability to write simple correspondence.
+ Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization.
+ Ability to maintain effective interpersonal relationships with management and team members.
+ Ability to prioritize multiple demands in a high pressure environment while maintaining professional demeanor.
Education and Experience
+ High school diploma or its equivalent is required, and
+ 1-3 plus years of related experience required; treasury management, banking operations and/or customer service experience preferred.
+ MS Office programs
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.
Since 1903, Simmons Bank has been dedicated to helping people and businesses realize their financial dreams. Simmons is the subsidiary bank for Simmons First National Corporation (NASDAQ: SFNC), a publicly traded bank holding company headquartered in Pine Bluff, Arkansas. After merging with First Texas BHC, Inc., parent company of Southwest Bank, and Southwest Bancorp, Inc., parent company of Bank SNB, Simmons First National Corporation has grown steadily to more than $14 billion in assets along with 2,700 associates located in Arkansas, Colorado, Kansas, Missouri, Oklahoma, Tennessee and Texas. We’re growing! In fact, Fortune magazine recently listed Simmons as the 62nd fastest growing company in the U.S. Our growth has led to some amazing career opportunities. There’s never been a better time to join our team – a team dedicated to working together, high integrity, passion for all we do, and a commitment to high performance and personal and professional growth. If these cornerstones of company culture appeal to you, let’s talk!