Treasury Management Service Specialist

Triumph

Bettendorf, IA

Full-Time

Job Description

Join TBK Bank!

At TBK Bank, a member of the Triumph Financial portfolio of brands, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Position Summary

Primary functions are to service business clients banking needs, provide support to branch personnel for consumer electronic services, and complete specific operation tasks associated with TM products. This position acts as a liaison with sales staff, technical specialists, and Triumph's Factoring Division staff to ensure high levels of service delivery to all customers – internal and external.

Essential Duties & Responsibilities

Provide exceptional customer support for Treasury Management products including ACH, Commercial Center, Small Business Center, Remote Deposit Capture, Fraud Services, Sweeps, Wire transfers, and all related Treasury Management payables and receivables solutions.
Answer all internal and external customer calls and emails in a timely and professional manner.
Serve as the main point of contact for Treasury Management client servicing needs.
Aid in auditing the team’s work to ensure quality and to ensure compliance with laws, regulations, and company policies.
Assist in the development of standardized processes and procedures for TM products and support.
Actively monitor the service department’s daily execution and serve as client contact when needed.
Promote best practices to improve service levels while lowering overall department costs.
Research and resolve complex operational problems experienced by clients – internal and external.
Assist when needed with new sales or implementations ensuring the best client experience.
Educate customers and employees on security issues related to Treasury Management.
May be asked to participate in joint sales consultations with Treasury Sales Officers and clients on matters related to the utilization of Treasury products and services.
Participate and provide representation to the project team on new/enhanced product roll out.
Cross-train on other products and support for personal development.
Complete other duties and annual compliance training as assigned.

Experience & Education

High school diploma or GED required.
Two to four years’ experience in high level customer service or Treasury Management environment.
Bank operations experience desirable.
Bilingual Spanish speaker preferred.

Skills & Abilities Required

Excellent communication skills required, both written and verbal
Excellent Customer Service skills
Strong attention to detail and good planning and organization skills
Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred.

Work Environment

The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
Ability to work in a confined area.
Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.
While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
Specific vision abilities are required by this job due to computer work.
Light to moderate lifting is required.
Regular, predictable attendance is required.

#LI-JH1

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!

Company Description

OUR BUSINESS
Triumph provides the transportation industry access to more of the products and services that empower growth-minded entrepreneurs to expand their businesses.

Our total transportation finance solutions - factoring, fuel cards, insurance, equipment finance and cash flow management - collectively create greater value for our clients. As a whole, we maximize cash flow management and efficiencies, unlocking short- and long-term opportunities previously unavailable.

Our extensive knowledge of the ins- and outs of the transportation industry ensures our clients are prepared for the future.

We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law.

OUR PURPOSE
Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph.

OUR CORE VALUES
Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to:
• Transparency
• Respect
• Investing for the future
• Unique is good
• Mission is more than the money
• People make the difference
• Humility

FOCUS ON SERVING OTHERS
At TBK Bank, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas:
• Training future leaders
• Establishing viable communities
• Giving people a second chance
• Serving the less fortunate
We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.

Why Work Here?

Triumph is the transportation industry’s go-to for cash flow management services.

OUR BUSINESS Triumph provides the transportation industry access to more of the products and services that empower growth-minded entrepreneurs to expand their businesses. Our total transportation finance solutions - factoring, fuel cards, insurance, equipment finance and cash flow management - collectively create greater value for our clients. As a whole, we maximize cash flow management and efficiencies, unlocking short- and long-term opportunities previously unavailable. Our extensive knowledge of the ins- and outs of the transportation industry ensures our clients are prepared for the future. We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law. OUR PURPOSE Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph. OUR CORE VALUES Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to: • Transparency • Respect • Investing for the future • Unique is good • Mission is more than the money • People make the difference • Humility FOCUS ON SERVING OTHERS At TBK Bank, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas: • Training future leaders • Establishing viable communities • Giving people a second chance • Serving the less fortunate We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.