Treasury Management Client Support Administrator (CSA) in Longview Oak Forest

ESSENTIAL DUTIES AND RESPONSIBILITIES:

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 rd 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.


* Develop strong rapport with other areas of the Bank and Relationship Officers and TMOs.

SECONDARY FUNCTIONS:


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


* Maintain 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 DEMANDS:


* Physical requirements for this position are modest and reflective of a typical office environment.


* 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.

SUPERVISION RECEIVED:
The TM CSA reports directly to the VP of TM Operations.
SUPERVISION EXERCISED:
None.
PERFORMANCE REQUIREMENTS, KNOWLEDGE, SKILLS AND ABILITIES:


* Proven strong customer service orientation and excellent customer service, communication, technical, and team skills.


* Intermediate to ...

Austin Bank Job TREAS002467 by eQuest