Treasury Management Customer Service Representative

PRIMARY PURPOSE OF JOB
The Treasury Management Customer Service Representative position is primarily responsible for the ongoing servicing of a portfolio of Treasury Management clients by dedicated markets.  With extensive knowledge of all Treasury Management products, including online banking, ACH, Remote Deposit, Lockbox, Positive Pay, and CDARS/ICS. The Treasury Management Customer Service Specialist functions as the primary day to day direct contact for Southern Bank Treasury Management clients within their designated market, with advanced cross-selling opportunities

EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS

- Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.

- Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.

ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS

- Completes all complex and urgent requests for clients within their dedicated portfolio service level agreements;

- Communicates effectively with all internal and external customers on pending items and issues with Treasury Management accounts and products;

- Communicate effectively and timely with clients on any impacting update that could affect their day to day operations;

- Tracks client interactions for both implementation and service for reporting and analysis;

- Orders and verifies receipt of customer supply orders (i.e. check scanners, checks, deposit slips, endorsement stamps, etc.);

- Identifies cross-selling opportunities to support growth of the Bank;

- Identifies and escalates product outages through proper channels;

- Assists with maintaining Treasury Management procedures and product guides;

- Participates in the development and implementation of sales promotions and campaigns; and,

- Recommends any process changes to improve efficiencies and enhance customer service treasury management products.

Qualifications

KNOWLEDGE, SKILLS AND ABILITIES

- Strong leadership and relationship building skills;

- Take initiative to identify and anticipate client needs and make recommendations for servicing;

- Time Management with emphasis on organization;

- Individual must be able to work independently and be a self-starter;

- Ability to communicate with a clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests;

- Extensive knowledge of TM Products and Services; and,

- Proficiency in Microsoft Office Products, Word, Excel, and Outlook.

EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS

- High School Diploma or equivalent

- 3-5 years of applicable and exceptional customer-facing experience

CORE COMPETENCIES

Family & Trust: Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.

Rooted & Service: Southern Bank team members are committed to serving customers, communities and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.

Innovation & Strength: Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.

Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.

Applied Learning: Assimilating and applying new job-related information in a timely manner.

Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.