Treasury Management Customer Service Specialist I jobs in United States
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Simmons Bank · 3 weeks ago

Treasury Management Customer Service Specialist I

Simmons Bank is a company that values passion and customer focus. The Treasury Management Customer Service Specialist I role is focused on providing exceptional support to clients regarding Treasury Management and Business Banking products and services, requiring strong technical skills and problem-solving abilities.

BankingFinanceFinancial Services

Responsibilities

Responding to inquiries via the Treasury Management and Business Banking call queue, internal email and secure messaging channels
Resolving technical issues and providing resolutions to internal business partners and/or clients
Educating customers on Treasury Management & Business Banking products and services
Ensuring a high level of customer satisfaction & experience
Maintaining a strong understanding of all Treasury Management & Business Banking products and services
Staying up to date on all TM and BB product & service changes
Being able to explain complex concepts in a clear and concise manner (verbally and written)
Identifying & cross selling TM and BB products and services
Building and maintaining strong relationships with clients as well as internal business partners
Proactively identifying client needs and opportunities
Following established TM and BB procedures and guidelines
Utilization of the CRM system for reporting and analysis
Maintaining accurate records and documentation
Recommends process improvement to improve efficiencies

Qualification

Treasury Management knowledgeCustomer Service SkillsTechnical SkillsAnalytical SkillsOrganizational SkillsProblem-Solving Skills

Required

Excellent communication, interpersonal, and problem-solving skills
Proficiency in relevant banking systems and software
Strong understanding of treasury management products and services
Ability to analyze data and identify trends
Ability to manage multiple tasks and prioritize effectively
Ability to identify and resolve customer issues
High School Diploma or equivalent
3-5 years of applicable and exceptional customer-facing experience

Preferred

Bachelor's Degree in a business-related field

Company

Simmons Bank

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Simmons Bank serves customers through its rock-solid commitment to integrity, excellence, collaboration, and growth.

Funding

Current Stage
Public Company
Total Funding
$625.09M
Key Investors
Eosera
2025-09-09Post Ipo Debt· $325M
2025-07-22Post Ipo Equity· $300.07M
2024-10-15Grant· $0.01M

Leadership Team

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Daniel Hobbs
Chief Financial Officer
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Chris Van Steenberg
Executive Vice President, Chief Operating Officer
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Recent News

Company data provided by crunchbase