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First Mid · 1 month ago

Treasury Management Services Representative I

Jefferson City, MO

Full-time

Hybrid

Entry Level

1+ years exp

First Mid is a financial institution seeking a Treasury Management Services Representative I. The role involves assisting customers with inquiries, providing training on products and services, and ensuring exceptional customer service in a fast-paced environment.

BankingFinanceFinancial ServicesInsurancePersonal FinanceWealth Management

Responsibilities

Handle direct calls from our commercial business customers as well as from our support centers and branches and inquiries/complaints concerning supported programs

Accurately & efficiently assists customers with questions and in-depth product & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with customer service standards

Accurately & efficiently assists customers with requests such as account maintenance, service orders and general product inquiries. Work with the Digital Solutions team to ensure timely and accurate onboarding of products and services

Process temporary limit changes for ACH, RDC and mobile deposit while ensuring compliance with internal policies

Complete the training and onboarding process for new products and services to new or existing clients

Accurately & efficiently assists customers with complex questions and issues concerning internet banking, mobile banking, online bill pay, remote deposit capture, positive pay, online ACH and wire origination etc

Facilitate new account opening and service addition documentation when necessary

Acts as a liaison between the customer, and the operational team, as well as the relationship manager

Assists with customer outreach when systems are unavailable or decisioning deadlines are approaching

Identify and escalate system problems/errors when necessary

Processes work in a timely and efficient manner within the time frames set forth in the department service standards and service level agreements

Ensures customer interactions & documentation is compliant with bank policy & federal regulations, and all mandated timing requirements are met

Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience, both internally and externally

Completes various validation and maintenance when call volumes are low

Completed required training associated with job function

Performs duties according to established bank policies and procedures and provides general back-up in areas not assigned as primary functions

Qualification

Treasury managementCustomer serviceCall center experienceAnalytical thinkingComputer skillsVerbal communicationWritten communicationInterpersonal skillsProblem-solving