Treasury Management Specialist
On-siteHuntsville, Alabama, United States
Job Summary
Respond promptly to client inquiries and answer technical support calls regarding all Treasury Management products and services. Communicate service updates, conduct yearly reviews for remote deposit and ACH clients, and review inventory of remote deposit machines. Install scanners for new and existing clients, process service agreements, and occasionally attend sales appointments to assist Officers in closing and establishing implementation relationships. Conduct in-person and telephone training for clients and internal ServisFirst personnel on Treasury Management systems, while performing site visits for high-risk remote deposit clients to review usage and equipment. Ensure adherence to all applicable compliance regulations and policies.
Required Qualifications
- High School diploma or equivalent
- Two (2) years of experience in customer support or related role
- Excellent written and verbal communication skills
- Proven ability to work with and encourage a wide range of customer abilities, from technically proficient to technically hesitant
- Proficient with Microsoft Outlook, Word, Excel and PowerPoint
- Experience making group presentations
- Experience in a position requiring attention to detail and analytical ability
- Excellent organizational skills and ability to multi-task
Desired Qualifications
- Bachelor's degree preferred
- Experience in banking preferred
- Experience using JAVA and Adobe software preferred
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