Overview:
We are seeking a detail-oriented and client-focused Treasury Management Client Support Specialist to join our team. In this role, you will be responsible for servicing treasury management products and services, ensuring high-quality support and solutions to meet and exceed client needs. You will act as a key liaison between clients and internal partners to drive customer satisfaction and success.

Key Responsibilities:

Provide servicing for treasury management products and services.

Identify and resolve client issues by collaborating with bank operations, sales officers, Relationship Managers, vendors, and other internal partners.

Recognize trends through client interactions and provide actionable feedback.

Identify exceptions and recommend products, services, or procedures to enhance the client experience.

Train clients on treasury products and services to optimize usage and meet implementation needs.

Conduct post-implementation reviews to ensure product effectiveness and client satisfaction.

Share leadership responsibilities alongside managers and team leads.

Identify opportunities for continuous process improvement.

Analyze and review decision-making processes for customer accounts to ensure compliance and efficiency.

Verify compliance with internal policies and regulatory standards, reporting and resolving identified issues.

Collaborate and consult with peers, colleagues, and management to resolve issues and achieve business goals.

Required Qualifications:

6+ months of Business Relationship Support experience or equivalent demonstrated through work experience, training, military service, or education.

6+ months of Treasury Management experience in service or implementation.

Desired Qualifications:

Knowledge and experience with Treasury Management products.

Strong telephone etiquette and customer service skills.

Ability to lead, train, and mentor new hires and internal partners.

Proficiency navigating multiple computer systems, applications, and utilizing search tools to locate information.

Intermediate proficiency with Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).

Strong analytical skills with exceptional attention to detail and accuracy.

Excellent verbal, written, and interpersonal communication skills.

Effective organizational, multi-tasking, and prioritization abilities.

Ability to thrive in a collaborative, fast-paced, and deadline-driven environment.

Flexibility and adaptability to work across all levels of the organization.

EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.