Treasury Management Solutions Center Specialist

This is a fully remote position, open to applicants in Arizona, +2 more states.

📋 Description

• Provide exceptional client experiences for treasury management users via telephone and email, while assisting internal staff with client inquiries.

• Ensure that appropriate documentation is secured for accurate client setup and future audits of work processes within the TM division.

• Guarantee complete client satisfaction by actively collaborating with TM Consultants, TM Specialists, third-party vendors, and other internal departments to deliver prompt responses to service requests.

• Execute implementation setups for treasury management products and services by processing new client requests and offering comprehensive training on treasury management services.

• Handle maintenance requests for existing clients, follow up accordingly, and ensure the accurate and timely delivery of high-quality customer service.

• Participate actively in courses through Alerus University and internal meetings, as well as review published materials to continually enhance professional skills.

• Manage the exchange of information, technical inquiries, and client concerns with confidence and independence, while identifying sales opportunities and referring to TM Consultants as needed.

⛳️ Requirements

• 3-5 years of experience in banking or treasury management.

• Proven client service or customer service experience utilizing phone and email communication.

• Strong problem-solving skills and the ability to prioritize multiple tasks with keen attention to detail.

• Demonstrated ability to thrive in a fast-paced, changing environment.

• Effective communication skills at all organizational levels, with strong verbal and written capabilities.

🏝️ Benefits

• Competitive compensation that includes base salary, bonus, and/or incentive opportunities.

• Comprehensive benefits package offering a wide array of health and wellness benefits, including medical, dental, vision, life, and long-term disability insurance, as well as a 401(k) and ESOP for retirement savings.

• Generous paid time-off programs, including flexible time off, company-paid holidays, parental, and bereavement leave.

• Learning and development resources to support personal and professional career growth, along with advancement opportunities.

• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.

• Community support initiatives through paid volunteer time and a company donation match opportunity.