Treasury Service Client Support Representative
Treasury Service Client Support Representative

Treasury Service Client Support Representative

Chester-le-Street Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support commercial customers with Treasury Management Services and enhance their satisfaction.
  • Company: Join a dynamic team focused on customer service in the banking sector.
  • Benefits: Enjoy a supportive work environment with opportunities for growth and development.
  • Why this job: Make a real impact by helping clients navigate financial services while building your skills.
  • Qualifications: High school diploma required; banking experience preferred, especially in customer service.
  • Other info: No supervisory responsibilities; perfect for those looking to start a career in finance.

The predicted salary is between 28800 - 43200 £ per year.

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY: The Treasury Services Client Support Rep 2 provides support to commercial customers and internal associates who utilize Treasury Management Services to enhance strategic direction and contributes to the overall success of customer satisfaction and retention.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Provides customer service and support for all Treasury Management products and services
  • Supports both the commercial customer base and internal associates
  • Provides customer training for all Treasury Management products & services for the commercial customer base
  • Generates reports, as needed by management, including monthly department metrics
  • Monitors the daily performance and performs testing of the Treasury Management system as required
  • Performs troubleshooting and analysis with the Treasury Management system and works with internal IT Support and vendor
  • Communicates with Line of Businesses on system issues impacting customers
  • Additional daily responsibilities relating to servicing the Treasury Management customer base established for new product and service offering(s)
  • Complies with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES: None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

  • High school diploma or general education degree (GED); one to three months related experience and/or training; or equivalent combination of education and experience
  • 5+ years banking experience including customer service focus
  • 3+ years of Treasury Products & Services experience

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Ability to travel if required to perform the essential job functions
  • Ability to work under stress and meet deadlines
  • Ability to operate related equipment to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Treasury Service Client Support Representative employer: Hancock Whitney

Join our dynamic team as a Treasury Service Client Support Representative, where we prioritise employee growth and satisfaction in a supportive work environment. Our company offers comprehensive training, competitive benefits, and a culture that values collaboration and innovation, all set in a vibrant location that fosters both personal and professional development. We are committed to creating a diverse workplace that empowers every employee to thrive and contribute meaningfully to our clients' success.
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Contact Detail:

Hancock Whitney Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Treasury Service Client Support Representative

✨Tip Number 1

Familiarise yourself with Treasury Management Services and the specific products we offer. Understanding our services will not only help you answer questions confidently but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with current or former employees in similar roles. They can provide insights into the day-to-day responsibilities and expectations, which can be invaluable during interviews.

✨Tip Number 3

Prepare to discuss your customer service experience in detail. Think of specific examples where you've successfully resolved issues or improved customer satisfaction, as this is crucial for the role.

✨Tip Number 4

Stay updated on industry regulations and trends related to Treasury Management. Being knowledgeable about compliance and market changes will show that you're proactive and well-informed.

We think you need these skills to ace Treasury Service Client Support Representative

Customer Service Skills
Knowledge of Treasury Management Products
Communication Skills
Problem-Solving Skills
Analytical Skills
Attention to Detail
Report Generation
Technical Aptitude
Ability to Work Under Stress
Time Management
Team Collaboration
Regulatory Compliance Knowledge
Training and Development Skills
Troubleshooting Skills

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Treasury Service Client Support Representative position. Tailor your application to highlight relevant experience in customer service and Treasury Management.

Craft a Strong CV: Your CV should clearly outline your banking experience, particularly in Treasury Products & Services. Use bullet points to detail your achievements and responsibilities in previous roles, focusing on customer satisfaction and support.

Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight specific experiences that demonstrate your ability to provide excellent customer service and support in a Treasury Management context.

Double-Check Your Application: Before submitting, review your application for any errors or missing information. Ensure that your email address is correct, as this will be used for all correspondence regarding your application.

How to prepare for a job interview at Hancock Whitney

✨Know Your Treasury Management Products

Familiarise yourself with the various Treasury Management products and services offered by the company. Understanding these will help you answer questions confidently and demonstrate your expertise in the field.

✨Prepare for Customer Scenarios

Think of potential customer scenarios you might encounter in this role. Be ready to discuss how you would handle specific situations, focusing on your problem-solving skills and customer service approach.

✨Highlight Relevant Experience

Make sure to emphasise your banking experience and any previous roles related to Treasury Services. Share specific examples of how your past work has prepared you for this position.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's Treasury Management services and their approach to customer support. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Treasury Service Client Support Representative
Hancock Whitney
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