CSR Treasury Operations Job at Armstrong Bank, Muskogee, OK

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  • Armstrong Bank
  • Muskogee, OK

Job Description

Purpose:

While projecting a professional image; Assist branch staff and Bank customers with Treasury Operations products including: Cash Management, Checkmarc, Lock Box, Merchant Services, and Smart Pay Business. Respond to inquiries and resolve issues as needed.

Essential Functions:


  • Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the SMILE program.
  • Assists with annual audits and risk assessments for Cash Management and Smart Pay Business customers.
  • Act as liaison between the various vendors of the Treasury Operations Products and branch staff.
  • Assists Bank staff with pricing and sales of Treasury Operations products.
  • According to policy, provide assistance regarding Treasury Operations products, new accounts, updating existing customer files, or in closing accounts.
  • Meet accuracy and correctness of work standards as required.
  • Resolve customer complaints or ensure that the complaint is referred to the appropriate individual for resolution.
  • Record detail documentation of customer interactions and transactions, complaints, and comments, as well as actions taken.
  • Verify and ensure that appropriate action was taken in resolving customer problems.
  • Other duties, as assigned.


Qualifications:
  • High School diploma or equivalent required
  • Typically requires 1-2 years of related work experience and the knowledge, skills and ability to perform the essential requirements of the job.
  • Possess and maintain a valid Drivers License for the state in which you reside.


Physical Requirements:
  • Long periods of standing or sitting, typing and repetitive motion
  • Ability to lift and carry up to 50 lbs on occasion



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Job Tags

Work experience placement, Bank staff,

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