Treasury Management Specialist in Boston, Massachusetts at Cornerstone National Bank & Trust Company

JOB DESCRIPTION

The Treasury Management Support Specialist will report to the Vice President of Treasury Management and work directly with clients and colleagues to ensure high quality customer service while promoting operational efficiencies in the Treasury Management Department.

This will start mainly as a client servicing role with opportunity to grow in operations or sales roles.

RESPONSIBILITIES

• Primary resource and first contact for business clients, professionally serving their needs and questions related to the suite of Treasury Management solutions.
• Develops a working knowledge of the full array of Treasury Management solutions including but not limited to ACH electronic payments, remote deposit check scanning, positive pay, and other payment processing and fraud prevention tools.
• Helps customers understand and navigate various banking channels.
• Coordinates onboarding and ongoing maintenance of our Treasury Management users and tracks requisite documentation.
• Provides technical support and troubleshoots issues as they arise for clients, collaborating with technical teams when necessary.
• Acts as access point for any request of supporting documentation relative to audit or compliance needs.
• Identifies opportunities for existing clients and cross sells bank products in conjunction with the sales team.
• Assists with special projects or other department duties as requested.

SKILLS

• Proven service background in client-facing roles, providing swift, quality, and relationship-focused responses to client needs.
• Detail-oriented, with excellent problem-solving skills and a proactive approach to addressing client needs.
• Ability to work cross-functionally with product, sales, and technical teams.
• ?Willingness to learn, and in some cases self-teach, banking products including awareness of changes to technology in the banking industry.
• ?Ability to work independently with strong initiative to find answers and develop solutions.
• Highly effective oral and written communication skills.
• Communicate effectively and professionally in on-one-one, meeting, or presentation settings.
• Demonstrated team player.
• Coachable and receives feedback well.
• Enjoys teaching and sharing knowledge.

QUALIFICATIONS

• Bachelors degree in business or technology focused field a plus. Banking/financial industry experience or technical support experience preferred but not required.
• Great overall technical computer skills, including proficiency with Microsoft Office products and general ability to troubleshoot computer related problems.

Cornerstone National Bank & Trust Company is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability or genetic information.