Treasury Management Customer Service Specialist

It's fun to work in a company where people truly BELIEVE in what they're doing!

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.