TM Client Support Specialist I
Location
United States
Posted
4 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
TM Client Support Specialist I
First Commonwealth Bank
Role Description Handles incoming service calls from Treasury Management clients, or potential Treasury Management clients, having questions regarding their current accounts and/or services. Completes client follow up resulting from inbound calls such as account maintenance, research, and follow up on information requests. Makes outbound non-sales calls to support various Treasury Management initiatives. Implements Treasury Management Products, input pricing and customer training. - Performs the onboarding and maintenance of Treasury Management products and services, including: - Business Online Banking - TM Online - ACH Origination - Wires - Positive Pay - Lockbox - Cash Vault - Remote Deposit Capture - BAI - EDI - Sweeps - Implements Account Analysis pricing as instructed by TMO and/or TM Service Specialist (TMSS) - Conducts client training for Treasury Management products and services - Assists with demos for potential TM clients - Handles incoming service calls from Treasury Management clients including but not limited to: - TM Platform access issues and inquiries - Troubleshooting - Password Resets - Existing deposit and loan account inquiries - Account inquiries - Completes client follow-up resulting from inbound calls (i.e. account maintenance requests, records research, appropriate mailings, outbound calls to other departments, and calls back to clients) - Makes outbound client service and support calls - Works with Treasury Management vendors to troubleshoot issues - Executes trades for Mutual Fund Sweep product - Tests and validates file formats and layouts to ensure system compatibility - Initiates and actively participates in client conversations to identify and appropriately address client needs - Identify additional customer needs through interaction and send follow-up to Treasury Management Sales - Aids in the development, implementation, maintenance and enforcement of procedures Qualifications - Requires high school diploma or equivalent; education or one (1)-year of experience in Treasury Management, accounting, finance, or investments is preferred - Above average analytical ability - Proficient reading, writing, and grammar skills - Proficient analytical and mathematical skills - Proficient communicative and interpersonal relations skills - May be eligible for Telecommuting
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