Treasury Management Customer Service Representative

## Description

**PRIMARY PURPOSE OF JOB**

The Treasury Management Customer Service Representative position is primarily responsible for the ongoing servicing of a portfolio of Treasury Management clients by dedicated markets. With extensive knowledge of all Treasury Management products, including online banking, ACH, Remote Deposit, Lockbox, Positive Pay, and CDARS/ICS. The Treasury Management Customer Service Specialist functions as the primary day to day direct contact for Southern Bank Treasury Management clients within their designated market, with advanced cross-selling opportunities

**EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS**

• Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
• Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.

**ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS**

• Completes all complex and urgent requests for clients within their dedicated portfolio service level agreements;
• Communicates effectively with all internal and external customers on pending items and issues with Treasury Management accounts and products;
• Communicate effectively and timely with clients on any impacting update that could affect their day to day operations;
• Tracks client interactions for both implementation and service for reporting and analysis;
• Orders and verifies receipt of customer supply orders (i.e. check scanners, checks, deposit slips, endorsement stamps, etc.);
• Identifies cross-selling opportunities to support growth of the Bank;
• Identifies and escalates product outages through proper channels;
• Assists with maintaining Treasury Management procedures and product guides;
• Participates in the development and implementation of sales promotions and campaigns; and,
• Recommends any process changes to improve efficiencies and enhance customer service treasury management products.

## Qualifications
**KNOWLEDGE, SKILLS AND ABILITIES**

• Strong leadership and relationship building skills;
• Take initiative to identify and anticipate client needs and make recommendations for servicing;
• Time Management with emphasis on organization;
• Individual must be able to work independently and be a self-starter;
• Ability to communicate with a clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests;
• Extensive knowledge of TM Products and Services; and,
• Proficiency in Microsoft Office Products, Word, Excel, and Outlook.

**EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS**

• High School Diploma or equivalent
• 3-5 years of applicable and exceptional customer-facing experience

**CORE COMPETENCIES**

Family & Trust: *Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.*

Rooted & Service: *Southern Bank team members are committed to serving customers, communities and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.*

Innovation & Strength: *Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.*

Building Customer Loyalty: *Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.*

Applied Learning: *Assimilating and applying new job-related information in a timely manner.*

Quality Orientation: *Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.*