C&F Bank · 12 hours ago
Client Account Support Specialist (Treasury Solutions Account Manager)
Toano, VA
Full-time
Onsite
Mid Level
3+ years expC&F Bank is seeking a Client Account Support Specialist to act as the liaison between Treasury Solutions Consultants, Deposit Operations, and Relationship Managers. This role focuses on managing the implementation of new treasury services, maximizing product penetration, and ensuring customer satisfaction through excellent service delivery.
Banking
Responsibilities
Assists Treasury Solutions Consultants as needed with client presentations and RFPs
Manages documentation of new services and change requests to include creation, acquiring, processing, and archiving documentation
Reviews and updates task and activity logs for new business
Assists Treasury Solutions Consultants in client needs analysis
Helps Treasury Solutions Consultants cross-sell new products and solutions
Prepares periodic relationship updates for Treasury Solutions Consultants
Makes referrals to the branch and other lines of business
Serves as the primary contact and subject matter expert for designated Treasury Solutions clients for implementation of new treasury services and changes to existing services
Educates and trains clients to properly use Bank services, such as online banking and treasury services (e.g., Wires, ACH Origination, Remote Deposit and Fraud Protection services)
Provides ongoing support for existing clients; serves as an escalation point for service issues
Supports the completion of follow-up tasks as a result of client calls
Researches and resolves billing inquiries; addresses operationally caused service issues
Communicates and exchanges information with internal partners, including Relationship Management (Commercial and Branch), Operations, Fraud and Customer Service
Supports Treasury Solutions Consultants to ensure compliance with risk, credit, and client management processes where applicable
Assumes responsibility for client satisfaction delivered by the extended client support team; communicates regularly with and exchanges client information with Treasury Solutions Consultants, Relationship Managers, Operations, and Customer Service units
Channels client feedback to Treasury Solutions Consultants, Relationship Managers, Operations, Fraud and Customer Service units as needed
Works with treasury clients to resolve advanced technical issues such as NACHA file formatting and Positive Pay file uploads, and remote deposit capture errors
Performs temporary and permanent ACH and remote deposit limit increases
Stays abreast of ACH Rules changes to assist client understanding and compliance
Work directly with software providers to escalate and resolve technical issues for clients
Manages / oversees Treasury clients Business Online Banking service
Assist with internal and external audits as needed
Update TS internal documents as needed
Perform monthly billing tasks
Assist with periodic customer reviews
Assist with cross-functional project teams during system integrations, migrations and upgrades
Attends training courses during the year to enhance knowledge base and participate in sharing the information as part of department training
Complete assigned training, including required tests, within the indicated timeframes
Assists with special projects and other duties as assigned
Qualification
Required
HS diploma or equivalent required
3-5 years of previous banking experience is required
2-5 years of cash management experience is required
3-5 years of proven client management experience is required
A demonstrated understanding of cash management products and services is required
Excellent communication, organizational, and analytical skills are required to perform successfully in this role
Must be able to effectively utilize technology tools, such as PC and MS Office
Able to communicate effectively with people at all levels is required
Must be effective with time management and be detail oriented
Must be able to travel to all Bank locations, including subsidiaries
Preferred
Associate's degree strongly preferred
Bachelor's degree in a business discipline desired
Professional designation in treasury management, such as CTP and/or AAP desired
Company
C&F Bank
In 1927, the founders of C&F Bank recognized the need for a strong, solid financial institution that would serve local businesses and the customers that lived and worked in our communities.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jason Long
Executive Vice President, Chief Financial Officer at C&F Financial Corporation
Maria R. S.
Senior Vice President, Chief Human Resources Officer
Recent News
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