Treasury Management Customer Service Specialist

We're committed to bringing passion and customer focus to the business.

The Treasury Management Customer Service Specialist focuses on providing exceptional, expert-level support to internal business partners & clients regarding Treasury Management (TM) & Business Banking (BB) products and services, requiring strong technical skills, communication, and problem-solving abilities.

Duties and Responsibilities

• Responding to inquiries through the Treasury Management and Business Banking call que, internal email communication & secure message channel(s)
• Resolving technical issues and providing resolutions to internal business partners and/or clients
• Educating customers on Treasury Management & Business Banking products and services.
• Ensuring a high level of customer satisfaction & experience.

Product Knowledge:

• Maintaining a strong understanding of all Treasury Management & Business Banking products and services.
• Staying up to date on all TM and BB product & service changes
• Being able to explain complex concepts in a clear and concise manner (verbally and written).
• identifying & cross selling TM and BB products and services.

Relationship Management:

• Building and maintaining strong relationships with clients as well as internal business partners.
• Proactively identifying client needs and opportunities.

Process and Procedures:

• Following established TM and BB procedures and guidelines.
• Utilization of the CRM system for reporting and analysis
• Maintaining accurate records and documentation
• Recommends process improvement to improve efficiencies

Performs other duties as assigned

Skills and Qualifications

• Customer Service Skills:Excellent communication, interpersonal, and problem-solving skills.
• Technical Skills:Proficiency in relevant banking systems and software.
• Product Knowledge:Strong understanding of treasury management products and services.
• Analytical Skills:Ability to analyze data and identify trends.
• Organizational Skills:Ability to manage multiple tasks and prioritize effectively.
• Problem-Solving Skills:Ability to identify and resolve customer issues.
• Education and/or Experience:
  • High School Diploma or equivalent
  • 3-5 years of applicable and exceptional customer-facing experience
  • Preferred: Bachelor's Degree in a business-related field

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.