Treasury Delivery Specialist I

About This Role

This role supports Treasury Solutions Officers by managing the onboarding, expansion, and retention of Treasury customer relationships. It involves assessing customer needs, recognizing cross-selling opportunities, and providing operational and technical support for Treasury products and services.

Responsibilities

• Establish and foster trusting relationships with Treasury Solutions Officers, Commercial Relationship Managers, Business Payments Consultants, and the Retail Network to support Treasury customer needs
• Onboard and maintain all Treasury products such as Business Online Banking (I Corp), ACH, Online Wires, Positive Pay, Business Bill Pay (I Payables), Remote Deposit, Sweeps, and Electronic Bank Statements (I Statements)
• Work closely with the Treasury Operations Team to resolve operational issues related to Treasury products and services
• Escalate systematic, operational, or customer service issues as encountered
• Ensure accuracy, timeliness, and consistency in completing all documentation like service agreements and client correspondence
• Target service and sales opportunities using bank reports and communication plans with bank partners and customers
• Strengthen and deepen relationships with existing customers through proactive contact and exemplary customer service
• Assist Treasury Solutions Officers in generating non-interest income through sales of fee-based and interchange-based products
• Identify ways to optimize customer profitability
• Provide in-depth technical and operational support for the Bank’s Treasury Solutions products and services
• Ensure accurate implementation and servicing of all deposits and Treasury Management products and accurate billing
• Assist in preparations of relationship reviews, identifying additional opportunities to expand services and revenue
• Assist in special projects and preparing for audits, including working with examiners
• Deliver exceptional customer service to all internal and external customers and business partners

Requirements

• Bachelor's Degree in Business, Finance, Communications, or related field
• 1-3 years related experience, training, and/or equivalent combination of education and experience
• Face to face, phone, and/or email customer service experience
• Proven experience delivering exemplary level of customer service in a professional environment
• Proven ability to assess customer needs, promote and recommend appropriate products and services
• Strong computer and technical skills
• Advanced Microsoft Office knowledge
• Exceptional customer service and communication skills
• Ability to interact as a member of a team and to multitask in a fast-paced environment
• Ability to meet or exceed established goals/guidelines
• Flexible self-starter with strong problem-solving abilities, financial acumen, and sound business judgement

Qualifications

• Bachelor's Degree in Business, Finance, Communications, or related field
• 1-3 years related experience, training, and/or equivalent combination of education and experience, including face to face, phone, and/or email customer service experience

Skills

* Required skills

Benefits