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Position Summary

The Treasury Management Customer Service Specialist I 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 queue, 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.

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

Performs other duties as assigned

Work Schedule (In Office)

• Monday-Friday 9 a.m.-6 p.m.

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.