Treasury Management Client Support Specialist II

Stifel•St. Louis, MO

About The Position

The Bank Client Support Specialist II is responsible for providing professional and knowledgeable assistance to internal and external clients via a variety of communication methods. Additionally, this position is responsible for a variety of regular and recurring moderately to highly complex operational functions to support bank operations.

Requirements

Demonstrated knowledge of principles and processes for providing superior service for both facing and non-facing internal and external clients
Intermediate knowledge of current banking terminology, regulations and regulatory requirements.
Ability to multi-task, prioritize and manage time effectively.
Strong written and verbal communication skills.
Ability to use good professional judgment to make decisions and solve problems.
Strong organizational skills with a high degree of accuracy.
Ability to work effectively in a team environment
Ability to work independently with minimal supervision.
Minimum Required: High School Diploma or Equivalent
Minimum Required: 2+ years' of client service experience; 2-4 years of general banking experience
Demonstrated proficiency working with computers
Proficient in Microsoft Excel, Word, and Outlook
Working knowledge of Adobe Acrobat

Responsibilities

Responds to client requests and inquiries in a timely and accurate way, via phone, email or live chat.
Performs a variety of work assignments, including new account activity, mobile deposits, outbound wire calls, account maintenance, debit and credit card functions and lockbox), in accordance with departmental policy and procedures.
Provides support to internal clients throughout the Bank and brokerage firm.
Utilizes a variety of resources, systems and processes to ensure the highest level of customer service.
Responsible for special projects as needed.