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 - CDARS - 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 - Performs and documents User Acceptance Testing on TM products - Aids in the development, implementation, maintenance and enforcement of procedures Qualifications - High school diploma or equivalent required - Three (3) years of experience in Treasury Management, Accounting or related field 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

• Effectively triage and answer inbound communication including phone, chat, e-fax, email, and portal messages within set service levels. • Provide ordering support and perform outreach to customers regarding ordering issues and missing information within set service levels. • Create and qualify new accounts and contacts, and assist customers with resolving portal login and contact management related issues. • Provide information regarding Freenome’s products and services to current and prospective customers and patients. • Maintain compliance and accuracy when handling sensitive patient information.

• Support users in Romanian, solving problems that arise during the lesson

• Serve as the primary client contact for Wegmans on service-related inquiries, requests, and issue resolution • Deliver high-quality analytics and reporting support • Ensure data accuracy and consistency by conducting regular quality checks • Engage clients in a consultative manner to understand business objectives • Collaborate cross-functionally with analytics, technology, delivery, and offshore teams • Manage day-to-day service execution to ensure on-time delivery • Provide subject matter expertise on tools, platforms, and processes • Contribute to continuous improvement initiatives