Job Description:

BASIC FUNCTION: The Commercial Client Services Specialist works directly with and provides support to multiple business lines to accurately and efficiently onboard new deposit accounts and treasury services and provide ongoing service to existing commercial Clients.

ESSENTIAL DUTIES

- Work with Relationship Managers and directly with Clients to onboard deposit accounts and treasury services for new and existing commercial Clients

- Assist Relationship Managers and external Clients with ongoing deposit and treasury support, which includes, but is not limited to:

- Opening New Deposit Accounts

- Implementing New Treasury Services

- Change of Address Requests

- Change in Signer Requests

- Stop Payment Requests

- Check Ordering

- Account Inquiries

- Provide Requested Account Statements

- Provide Requested Check Copies

- Transfer Requests

- Wire Transfer Requests

- Commercial Online Banking Troubleshooting

- Work with the Treasury Management Officer to schedule and provide product installation and training for external commercial clients

- Escalate exception requests to the SVP/Deposit Operations for approval, when necessary

- Adhere to all applicable established policies and procedures

- Cross-train in other areas within the Commercial/Private Banking Client Services department, as needed.

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NONESSENTIAL DUTIES

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- Periodic department projects

- Other duties as assigned

KNOWLEDGE, SKILLS & ABILITIES

- Excellent client services skills

- Strong verbal and written communication skills

- Detail oriented

- Strong organizational skills

- Self-motivated

- Problem solving

TRAINING & EXPERIENCE

- High school diploma or GED

- Microsoft proficiency

- 3-5 years previous business banking/treasury management experience

- Additional training/education helpful

- Fiserv experience helpful

- Treasury Management experience preferred

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