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Banner Bank · 3 weeks ago

Treasury Management Client Support Specialist

Ontario, CA

Full-time

Hybrid

Entry, Mid Level

$24.19/hr - $31.87/hr

2+ years exp

Banner Bank is a well-established financial institution with a strong commitment to community and employee satisfaction. They are seeking a Treasury Management Client Support Specialist who will maintain and enhance client relationships while providing exceptional service and support for Treasury Management products and services.

BankingFinanceFinancial Services

Culture & Values

Responsibilities

Assist clients with required support materials for their effective use of TM services

Administer client service policies and procedures. Responsible for achieving client service level standards

Responsible for client complaint resolution and proper and timely escalation of complex issues

Responsible for providing outstanding customer service to client in support of TM services

Responsible for complying with policies, procedures, security requirements, and government regulations

Qualification

Treasury Management experienceEnd-user trainingClient service policiesSales principlesMicrosoft OfficeCommunication skillsRelationship building

Required

Associate's Degree in a related field (an equivalent combination of education and experience may be considered)

2 or more years of treasury management experience or in a related client services environment required

Knowledge of delivering end-user training of Treasury Management services

Knowledge of relevant operating systems, applications, and/or equipment

Knowledge of sales principles and practices to effectively support Treasury Management

Ability to establish and maintain effective working relationships with peers, clients and management. Comfortable with direct client and line partner interaction abilities

Proficient in Microsoft Office

Possess excellent written, presentation, and verbal communication skills