Treasury Management Client Service Specialist - Amegy Tower/ Houston, TX

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.

We are looking for a seasoned Treasury Management Client Services Specialist in Houston, TX . This role focuses on providing exceptional customer service to Treasury Management clients on a broad range of issues posed via telephone, email or in-person.

The Ideal Candidate will have the experience necessary to:
Responsible to provide exceptional customer service to Treasury Management clients on a broad range of issues posed via telephone, email or in-person.

Handles problems/questions related to the various Treasury Management products focused on collections, disbursements, information reporting, fraud protection, account analysis/billing and merchant services.

Responsible to open a Salesforce case for each client issue, responds in a timely fashion, ensures follow-up is completed within established department SLAs and documents activity/resolution in the Salesforce case.

Works to identify the root cause of errors and escalates issues as appropriate/needed to supervisor.

May include the generation of product documentation for maintenance requests.

Required to proactively reach out to clients on system outages/errors to determine workaround solutions.

Works with clients when fraud occurs on their accounts, securing affidavits, facilitating recalls of transactions, coordinating updates with Treasury Sales Officers or Relationship Managers.

Keeps abreast of product updates, reading all product documentation.

Adheres to Bank policies and procedures.

May assist with special projects as required.

Other duties as assigned.

Qualifications:
Requires High School diploma, GED or equivalent education and 2+ years’ experience in banking, bank operations, bank, treasury and cash management products, accounting or equivalent education and experience.

A combination of education and experience may meet job requirements.

Proficient knowledge of treasury and cash management products, procedures, services, accounting, financial and account analysis.

Must have solid customer service, problem solving and communications skills, both verbal and written.

Ability to work well with clients and staff as needed.

Strong attention to detail and accuracy.

Good organizational and time management skills.

Proficient in the use of Microsoft Office products: Word, Excel and related systems.

Benefits

Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!

401(k) plan, competitive compensation in line with work experience.

Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements

Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within

Tuition Reimbursement for qualifying employees

Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.