Alerus ยท 7 hours ago
Treasury Management Call Center Specialist
Minnesota, United States
Full-time
Remote
Mid Level
3+ years exp
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Responsibilities
Ensures complete client satisfaction through active partnership with TM Consultants, TM Specialists, third party vendors and other internal departments to provide timely response to service requests.
This position will have direct interaction with TM clients. Most involvement will be through telephone or email channels.
There will be instances where a client may be transferred from other divisions of the organization. This client handoff may occur via telephone transfer, email or through internal customer contact software.
In all instances client interaction will be required to properly ensure the most accurate and timely execution of high-quality TM service and support.
Ensure proper documentation is obtained for purposes of accurate client setup and future audit of work processes in the TM division.
Ability to multi-task by handling inbound phone calls and emails.
Process implementation requests for treasury management products.
Set-up of treasury management products and services in respective systems.
Performs check back of services set-up prior to clients going live.
Follows up with clients to ensure proper installation of products and services, taking responsibility to answer questions.
Train clients on treasury management services being implemented.
Work on projects, system clean-up initiatives as assigned by manager.
Personal development and training based on career development discussions with manager.
Qualification
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Required
3-5 years of banking or treasury management experience.
Demonstrated client service or customer service required (phone and email).
Ability to problem solve and prioritize multiple tasks with strong attention to detail.
Proven ability to adapt to a fast paced, changing environment.
Strong organization skills.
Ability to effectively communicate with all levels of the organization, strong verbal, and written skills.
Proficient with Microsoft products such as Excel, Word and PowerPoint, Outlook, and Microsoft 365.
Demonstrated relational skills such as diplomacy, judgement, decision making and discretion.
Demonstrated critical thinking skills.
Initiative, creativity and energetic active engagement in all work responsibilities.
Established communication and organizational skills.
Demonstrated professional business skills and demeanor.
Demonstrated ability to identify and problem solve complex situations.
Ability to communicate effectively with clients and co-workers.
Ability to work independently while supporting a collaborative, team-oriented environment.
Reliable follow through without supervision.
High attention to detail.
Resourceful.
Time management skills.
Extended periods of time sitting at a desk and using office equipment.
Ability to operate a personal computer/laptop for approximately 8 hours per day.
Extended time is spent reviewing documents, both actual papers or electronic.
The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl.
Vision abilities required by this job include close vision.
Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
Will spend most of time in an indoor environment.
Company
Alerus
Alerus (Nasdaq: ALRS) is a commercial wealth bank and national retirement services provider.
501-1,000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2019-09-12IPO
Leadership Team
Karin Taylor
CTO
Al Villalon
EVP & CFO
Recent News
2024-12-12
2024-12-04
Business Wire
2024-05-18
Company data provided by crunchbase
