Susser Bank · 1 month ago
Treasury Client Care Specialist II
Arlington, TX
Full-time
Onsite
Senior Level
5+ years expSusser Bank is a financial institution seeking a Treasury Client Care Specialist II to provide superior customer service to business clients across various treasury products. The role involves supporting clients with Business Online Banking, ACH, and other treasury management services while maintaining strong client relationships and providing technical assistance.
BankingCommercialFinancial Services
Hiring Manager
Krystal Robinson, PHR
Responsibilities
In-depth knowledge of Business Online Banking and Treasury Management products and services
Works closely with Treasury Management Sales Officer(s) to support and maintain business client relationships
Has strong technical knowledge and skills with the ability to train clients on Treasury products and services
Provides technical assistance to clients on Quickbooks and other accounting software
Respond to internal/external customer inquiries, problems, complaints via phone and email
Perform onboarding and maintenance of Treasury Management products such as: Business Online Banking, ACH, Wires, Positive Pay, Lockbox and Remote Deposit Capture
Provide over the phone training to business clients for Treasury Management products and services
Maintain account analysis database, combining of accounts, discretionary pricing, waiver requests in the Jack Henry System
Perform administrative duties such as data entry, building reports, and preparing outgoing mail
Provide professional and courteous service to Susser Bank customers and employees
Preparation of pricing proformas for Treasury Management Sales Officer(s)
Assist with ACH origination callback and approval process
Assist with Annual Review of all Treasury Management Services
Understand and agree to abide by the policies and procedures established by Susser Bank
Perform job duties in compliance with applicable laws and regulations
Maintain security and confidentiality of pertinent information and records, building and maintaining customer and community trust
Maintain current and up-to-date knowledge and continue professional development through training as needed
Demonstrate courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct
Performs additional duties as assigned or directed
Qualification
Required
High school or equivalent degree required
Job/Technical Knowledge: Strong understanding of PC based hardware and operating systems such as Microsoft Office suite, Excel, Word, Outlook, and Adobe Acrobat
Ability to Train clients on Treasury Products and Services
Strong understanding of Quickbooks
Willingness to learn new products, multiple systems, and ability to adapt when systems change
Attention to detail with high concern for data accuracy
Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast-paced environment
Strong written and verbal communication skills and ability to convey a positive attitude
Analytical skills, problem solving and good time management
Cooperation/Teamwork and patience in dealing with customers
Preferred
Minimum of 5 years banking experience, with 2 years in Treasury Management preferred
Experience in Jack Henry account analysis also preferred, working exceptions, combining of accounts, discretionary pricing, waiver requests, reporting
Experience working with Salesforce CRM, managing & working cases preferred
Experience with Contact Center telephony technology, accountability to various metrics
Company
Susser Bank
Susser Bank is a Texas-based bank offering a full suite of personal and commercial banking solutions.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.8M2017-04-17Seed· $0.8M
Leadership Team
Sam L. Susser
Chairman and CEO
Julie Anderson
Chief Financial Officer
Company data provided by crunchbase