Treasury Management Client Support Admin. in Longview Oak Forest

Support client inquiries regarding all Treasury Management ("TM") issues and provide high degree of proactive, positive, and professional client service.

Execute daily tasks related to Client Support operations.

Monitor and mitigate fraud and other risks and threats.

Engage other departments in the Bank regarding TM related service issues.

Maintain routine tasks related to TM Operations.

Includes the following: Other duties may be assigned.

• Serve as the first/primary point-of-contact to TM clients, providing overall relationship support by answering incoming phone calls and email requests related to TM and deposit services.

• Develop strong relationship rapport with TM Clients.

• Maintain start-to-finish ownership of research requests and other inquiries from clients, coordinating resolution resources with other departments, and delivering resolution to clients in a timely and professional manner.

• Conduct call-back and other authentication and security procedures to validate client requests as genuine.

• Enforce and execute fraud and other risk mitigation procedures.

• Maintain awareness of fraud and other threats and risks to client and Bank resources and assets.

• Facilitate client support vis-a-vis 3 party service providers such as merchant services, card services, etc.

• Follow established TM Department and Bank policies, procedures, and objectives, particularly in regard to audit and quality controls, fraud prevention, and compliance with applicable banking regulations.

• Perform account maintenance to keep systems and client information current and mitigate audit risk.

• Perform assigned secondary/next day edit functions.

• Verify and maintain client related documentation.

• Provide ancillary support to TM related Bookkeeping, EFT, and Accounting functions.

• Assist in the development and maintenance of departmental procedures.

• Maintain positive, professional attitude.

• D evelop strong rapport with other areas of the Bank and Relationship Officers and TMOs.

• Maintain current filing for personal and client files, and a neat and orderly work area.

• M aintain orderly records of daily activities.

• Support TM Departmental metrics reporting.

• Seek solutions to TM challenges.

• Identify potential cross-sell opportunities.

• Perform other duties and special projects as assigned.

• Physical requirements for this position are modest and reflective of a typical office e nvironment.

• Occupational requirements include the ability to see, hear, and speak clearly and distinctly.

• Requirements are high for meeting deadlines, frequent interruptions, and telephone and email activity.

• Travel is generally limited to occasional client site visits.

• Must be able to work at a computer for extended periods of time.

• Mental activity required is high for reasoning, remembering, reading, writing and speaking.

• Physical Requirements for this position are modest an...

Austin Bank Job TREAS002533 by eQuest