Treasury Management Svc Spec

Overview

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.   

 

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance.  401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.  We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities

Job Summary 

The TM Service Specialist will work directly with Treasury Management client and internal associates to provide first point of contact service and support to TM service needs.  As first point of contact, this position will be responsible for the assessment of need, determine best approach to address clients concern, and work with the client to remedy any issues associated with the TM services.  This position will focus on issues resolution and high client satisfaction as well as escalation of concerns when immediate servicing needs cannot be accomplished.  Addressing clients service needs with high quality is the best method to maintain a lasting relationship with many of Old National Banks most valued clients.  Treasury Management Service Specialist is a key role in our client retention strategy.

 

Salary Range

The salary range for this position is $22.00/Hr. - $34.00/Hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. 

 

Key Accountabilities 

Quick Client Issue Resolution:

• Rapid understanding of the client’s reason for contacting TM Service & Support
• Ability to set proper expectations for client on problem resolution
• Own the clients request through resolution

High Quality Client Service:

• High proficiency on Treasury Management products and services.
• High technical aptitude of Treasury Management products
• Resolve client issue on first contact
• Where first contact resolution cannot be performed set appropriate expectations with client on resolution
• Maintain documentation on each client interaction in order to track client satisfaction and use as historical record of each client encounter

Relationship Cultivation

• Provide training as needed for existing clients to ensure optimal use of TM Services
• Perform existing client maintenance and configuration change
• Present cross sell opportunities to Treasury Management Consultants as appropriate

Key Competencies for Position

• Communication – Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience, and selects suitable delivery method(s).
• Gain Acceptance – Uses appropriate interpersonal styles and techniques to gain acceptance of ideas or plans; modifies one's own behavior to accommodate tasks, situations and individuals involved.
• Collaboration: Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives. 

Execution Leadership

• Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning to improve performance
• Planning and Organizing - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
• Attention to Detail - Completes work thoroughly and accurately; pursues quality in accomplishing task
• Problem Solving/Decision Making - Seeks to identify what caused the issue; incorporates input from multiple sources (e.g., lines of business, subject matter experts, data, policies, procedures, etc.) to ensure effective action and shared ownership; decisions are sound based on what was known at the time and are based on a blend of analysis, wisdom