GENERAL FUNCTION:
The Treasury Management Client Services Analyst is a client-facing position that provides exceptional service and attention to CB&S Bank clients who utilize or expect to utilize Treasury Management services specifically. The Analyst also provides assistance to Bank partners who have an interest in those clients. The Analyst is tasked with coordinating with the Treasury Management Sales team and other Bank partners to onboard new TM clients; implement, modify, or delete TM services and pricing; and provide clients with training on those services. The Analyst is also tasked with providing clients ongoing TM-related operational support and assistance via phone or email. The Analyst is expected to comply with all Bank policies and procedures, retain client interaction records, provide reports and other information to management, and to identify issues impairing client experience.
MAJOR DUTIES AND RESPONSIBILITIES:
ADDITIONAL RESPONSIBILITIES:
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