Treasury Client Relationship Specialist IV jobs in United States
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Guaranty Bank & Trust · 5 days ago

Treasury Client Relationship Specialist IV

Guaranty Bank & Trust is a trusted community bank in Texas, seeking a dynamic Digital Banking Specialist. The role involves delivering exceptional customer service across digital banking platforms and maintaining the bank's reputation for superior customer service while managing customer interactions and troubleshooting issues.

Banking
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Responsibilities

Foster a courteous and professional relationship with customers, representing Guaranty Bank & Trust positively
Conduct accurate and efficient customer setups across various digital platforms
Guide customers verbally through our range of digital banking services
Analyze and resolve issues swiftly while ensuring effective communication and thorough documentation
Manage inbound and outbound customer service requests, offering solutions to arising problems
Troubleshoot online and mobile banking issues, maintaining a strong emphasis on customer satisfaction
Handle data entry and ongoing reviews for digital banking activity and change reports, ensuring accuracy and compliance
Adapt to new products, processes, and services, showcasing a capacity for quick learning and flexibility
Cultivate an in-depth knowledge of our products, services, procedures, and regulations for accurate and informed customer interaction
Enhance our customers’ relationship with the bank by ensuring they have access to, and understanding of, all relevant bank features and services
Monitor reports and activity to assist in fraud detection, applying critical thinking and foresight
Comply with privacy policies and procedures to uphold customer confidentiality and information protection
Adhere to all federal, state, and local regulatory rules and regulations, as well as company policies and procedures
Complete and pass all required regulatory compliance training as assigned
Perform additional duties and tasks as assigned by management

Qualification

Customer serviceDigital banking systemsMicrosoft OfficeTroubleshootingCommunication skills

Required

Excellent written and oral communication skills, enabling clear and concise customer interactions
A minimum of one year's experience with key software tools, including Microsoft Office
Proficiency in internet and website navigation, essential for troubleshooting and customer guidance
Demonstrated understanding and ability to troubleshoot self-service apps and online platforms, preferably with knowledge of digital banking systems
High School diploma or equivalent required
Minimum 1 year of customer service experience required

Preferred

Associate's degree in finance, business or other directly related field preferred
Minimum 1 year of banking experience preferred

Benefits

Medical, dental, vision, and life insurance
Health savings account option
Employee Assistance Program (EAP)
Health rewards program
Retirement savings plan, including 401(k) and Profit-Sharing plans
Short and long-term disability benefits
Education and training benefits
Discounts on banking products and services
Generous Paid Time Off (PTO) plan
Paid holidays
PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees
Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays
Employees in Utah and Nevada may be eligible for pay for certain state recognized holidays

Company

Guaranty Bank & Trust

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Guaranty Bank & Trust opened its doors for business in Texas on January 13, 1913.

Funding

Current Stage
Late Stage

Leadership Team

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Cappy Payne
Sr Executive Vice President and CFO of Guaranty Bancshares, parent company of Guaranty Bank & Trust
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Shalene (Creek) Jacobson
Executive Vice President & Chief Financial Officer
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Company data provided by crunchbase