Treasury Services Client Support Specialist - 11Am - 8Pm

Bb&T Charlotte , NC 28201

Posted 4 months ago

Specific information related to the position is outlined below. To apply, click on the button above.

You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling 866-362-6451. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:
2nd Shift - 10% Automatic Pay Differential (United States of America)

Please review the following job description:

Provide world standard treasury and deposit support to commercial, corporate and capital markets clients. Support internal clients, such as BB&T Corporate Bankers, branch personnel, account officers, sales consultants or other internal departments, as necessary.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1.Research and respond to all client inquiries in a high quality, timely and efficient manner.
2.Maintain a strong working knowledge of treasury and deposit-related products (e.g. commercial account analysis, Demand Deposit Account opening and closing, commercial on-line banking platforms, wire and Automated Clearing House (ACH) processing and remote deposit capture).
3.Be proficient in the use of internal systems (e.g. Service Tracking Inquiry Program (STIP), Treasury Implementation Program (TIP), Client Central).
4.Adhere to department standards regarding call tracking.
5.Cross-train on all treasury and deposit products, services and systems for the purpose of providing overall relationship support.
6.Identify potential opportunities to engage Corporate Bankers and/or Treasury Sales Consultants to provide value-added solutions to our clients.
7.Understand legal documentation requirements and risk mitigation for deposit account opening and treasury management services particularly those involving funds transfer and on-line banking. Ability to utilize the electronic filing system for all current profile and contractual files for all clients and their respective services.
8.Assist with mergers, as required.

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.High school diploma or equivalent
2.Five years of banking experience
3.Two years of call center experience, or equivalent phone-related experience
4.Excellent written and verbal communication skills supporting a highly professional image with the ability to communicate professionally over the telephone, and write business correspondence, as needed
5.Ability to work independently, be well organized, self-motivated, display good time management skills and accept multiple time sensitive responsibilities, while maintaining composure and a positive attitude
6.Good working knowledge of branch and banking system, superficially commercial/corporate
7.Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
8.Ability to travel, occasionally overnight

Desired Skills:

1.Bachelor's degree or equivalent education and related training
2.Cash management/treasury services support or operations experience
3.Bank branch experience

BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify



icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Treasury Management Client Support Technical Specialist

Bb&T

Posted 3 days ago

VIEW JOBS 10/18/2019 12:00:00 AM 2020-01-16T00:00 Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help? Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling 866-362-6451. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response. Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Under moderate supervision, provide on-going support to internal and external clients on all Treasury Services products and services. Ensure world-standard telephone guidance and assistance is given to maximize efficiency and utilize all available resources in achieving desired results and expectations. Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Work with management, product managers, sales and training personnel in the development, testing, recommendation and implementation of new releases and/or system enhancements as they pertain to supporting the end-user. 2. Provide second level support in problem resolution related to client inquiries, equipment or processing issues: a. File Transmission support for File Transfer Protocol (FTP), Secure File Transfer Protocol (SFTP), dial-up connectivity, mainframe connectivity and Virtual Private Network (VPN) connectivity across multiple services, which include Lockbox Recon, Information Reporting and Automated Clearing House (ACH). b. Client Internet Connectivity and CashManager Online product support. c. Treasury Services Personal Computer (PC) software products across multiple operation systems (Windows 95/98, Windows NT, Windows ME, Windows 2000, Windows XP). d. File Format issues for Lockbox Recon services, Bank Administration Institute (BAI) and ACH. 3. Responsible for testing new Internet and PC products oversee and coordinate testing efforts. Responsible for providing updates and results to management. 4. Work directly with vendors and internal specialist to troubleshoot and resolve client issues to ensure that all products and services remain in running order for clients. 5. Oversee problem escalation management for department on technical and product issues. 6. Design and implement a training program for new hires and implement recurrent training for existing team members. 7. Maintain extensive and expert knowledge of Treasury Services products, services, operational workings, and the mainframe and non-mainframe operating systems used for implementation, delivery and support of same, as well as a thorough understanding of all Bank contacts necessary to assist with client and department-related issues. 8. Participate in the development and maintenance of updated documentation of departmental procedures and training, as well as documentation developed for external client use. 9. Provide after hours technical support to clients, as needed. Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent work experience 2. Three years banking experience 3. Computer technology net + or A+ certified 4. Above average organizational and interpersonal skills 5. Excellent verbal and written communication skills 6. Ability to adapt to and function in a changing environment, multi-tasking skills 7. Ability to make responsible decisions and use sound judgment 8. Thorough knowledge of overall branch and banking systems, as well as commercial/corporate banking practices 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 10. Ability to travel, occasionally overnight BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify Bb&T Charlotte NC

Treasury Services Client Support Specialist - 11Am - 8Pm

Bb&T