- Assists the MTSS and the designated Relationship Managers (RMs) by providing day to day services to clients. Resolves client issues and performs administrative services for treasury products/services (i.e. internet banking, deposit connection, CDARS, Commercial Card, Cass One Source Payables, Gyve etc.). Serves as backup to other Treasury Support team members.
- Responds to client inquiries and problems using internal and external resources to find solutions; follows up with clients, ensuring their needs and expectations have been met and optimal satisfaction has been achieved. Offers solutions to help clients become more efficient.
- Creates and fosters client relationship by becoming familiar with the operations and practices of the clients' business prior to promoting, implementing and servicing treasury management products/services.
- Obtains agreements and other required documentation necessary to remain compliant with Federal Banking Regulations, company policies and procedures.
- Implements the full scope of deposit and treasury products and services offered by the Bank, following up with clients to confirm applications and services have been implemented according to client specifications and are being used correctly.
- Trains the client on use of the product or services via phone, webinar or when needed at the client's site.
- Communicates and works in tandem with other departments to maintain high levels of service.
- Receives and processes payment instructions from clients. Researches and resolves payment discrepancies.
- Obtains required approval for treasury products/services involving credit exposure. Monitors existing accounts in tandem with assigned RM for continued appropriateness of credit exposure.
- Participates in the customer contact by making joint calls with management and/or the RM.
- Makes management aware of suspect or problem conditions that require additional attention or possibly threaten the account relationship.
- Processes requests from U.S. Government and other third parties. Reviews requests to ensure compliance with federal and state banking laws. Responds to requests by obtaining the information needed. Prepares invoices for processing requests and collects on unpaid invoices.
- Trains less experienced staff and provides suggestions for process improvements to management.
- Other duties as assigned.
- Strong, well-developed interpersonal skills in order to work effectively with clients and internal staff.
- Takes initiative to resolve problems and address customers' concerns and needs.
- A thorough knowledge of bank services and products, including treasury management and electronic payment networks.
- The ability to apply mathematical concepts such as fractions, percentages, ratios, and proportions to practical solutions.
- Proficient in various computer programs including Microsoft Office (Word, Outlook, Excel).
- Must have general knowledge of federal and state regulations as applicable to the banking industry.
- Well-developed organization skills in order to handle multiple tasks simultaneously.
- Must be able to perform under pressure.
- A bachelor's degree in business administration or related field is preferred, or equivalent combination of education and experience.
- 3-5 years of banking or related equivalent experience to include direct customer contact, sales and operations.
- 1-3 years of Treasury Management experience.
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Treasury Services Specialist - Saint Louis, United States - Cass Information Systems, Inc
Description
The Treasury Services Specialist is responsible for analyzing customer activity to determine how best to deliver treasury services and products.
Responsible for implementing, training, and supporting all treasury services and products, enhancing client relationships, finding solutions to clients' problems, and following up to maximize client satisfaction.
PRINCIPAL RESPONSIBILITIES AND DUTIES:
SKILLS AND ABILITIES REQUIRED:
MINIMUM LEVEL OF PREPARATION AND TRAINING NORMALLY REQUIRED:
APPLICATION PROCESS:
You can directly apply through Cass's website at Please apply directly to this position via the "Apply" button. You will be required to create an account and provide your resume, contact information and other pertinent employment information. This process typically takes 20 minutes or less.
Should we find that you meet the minimum requirement of the position, a member of our recruiting team will be in touch to start the interview process.
Cass Commercial Bank:
Founded in 1906, Cass Commercial Bank provides sophisticated financial exchange services to its parent company as well as its clients and consistently ranks among the top performing banks in the United States.
Cass Commercial Bank, the wholly owned banking subsidiary of Cass, has provided banking products to faith-based and other non-profit entities since 1994.
It has more than 250 faith-based and non-profit clients across the United States and has funded more than $1 billion of church expansion projects.
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