Simmons Bank
Senior Payment Solutions Consultant
Simmons Bank, Houston, Texas, United States, 77246
It's fun to work in a company where people truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.Position Summary
Payment Solutions Consultant II manages a Treasury Management portfolio of medium to high complexity in a defined territory. Associate will be responsible for collaborating with Treasury Management Officers (TMO), Treasury Management Implementation (TMI) to oversee facilitation of implementing banking services to existing customers, and work with Treasury Management Customer Service (TMCS) to escalate and resolve problems for Commercial customers.Essential Duties and ResponsibilitiesFields escalated interactions with existing Treasury Management customers to assist with issues and concerns.Manage treasury portfolio of medium to high complexity.Identify opportunities to deepen existing customer relationships and cross sell TM products.Assists in customer training for new product lines.Clearly understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems, and general inquiries.Complete work in an efficient and accurate manner. Volume of work produced meets expectations. Plan, organize, and prioritize work to meet deadlines.Foster collaboration with other lines of business by building credibility and trust. May accompany TMSC and/or TMI on customer calls.Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.Performs other duties and responsibilities as assigned.QualificationsTo be successful in this position, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.SkillsAbility to perform tasks quickly and accurately.Ability to operate in a team environment to accomplish shared goals.Ability to solve practical problems and interpret a variety of instruction provided in written and/or oral form.Ability to read and interpret documents such as procedures manuals, general business correspondence and/or journals or government regulations.Ability to maintain effective interpersonal relationships with management and team members.Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor.Thorough knowledge of treasury management products.Ability to identify and resolve/escalate problems with minimal guidance.Excellent professional verbal and written communication skills.Strong customer service skills.Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.Education and/or ExperienceBachelor's degree or equivalent work experience.Five or more years of experience in banking and/or customer service.Four years of treasury management experience preferred.Existing knowledge of Simmons Bank platforms.
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Payment Solutions Consultant II manages a Treasury Management portfolio of medium to high complexity in a defined territory. Associate will be responsible for collaborating with Treasury Management Officers (TMO), Treasury Management Implementation (TMI) to oversee facilitation of implementing banking services to existing customers, and work with Treasury Management Customer Service (TMCS) to escalate and resolve problems for Commercial customers.Essential Duties and ResponsibilitiesFields escalated interactions with existing Treasury Management customers to assist with issues and concerns.Manage treasury portfolio of medium to high complexity.Identify opportunities to deepen existing customer relationships and cross sell TM products.Assists in customer training for new product lines.Clearly understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems, and general inquiries.Complete work in an efficient and accurate manner. Volume of work produced meets expectations. Plan, organize, and prioritize work to meet deadlines.Foster collaboration with other lines of business by building credibility and trust. May accompany TMSC and/or TMI on customer calls.Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.Performs other duties and responsibilities as assigned.QualificationsTo be successful in this position, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.SkillsAbility to perform tasks quickly and accurately.Ability to operate in a team environment to accomplish shared goals.Ability to solve practical problems and interpret a variety of instruction provided in written and/or oral form.Ability to read and interpret documents such as procedures manuals, general business correspondence and/or journals or government regulations.Ability to maintain effective interpersonal relationships with management and team members.Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor.Thorough knowledge of treasury management products.Ability to identify and resolve/escalate problems with minimal guidance.Excellent professional verbal and written communication skills.Strong customer service skills.Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.Education and/or ExperienceBachelor's degree or equivalent work experience.Five or more years of experience in banking and/or customer service.Four years of treasury management experience preferred.Existing knowledge of Simmons Bank platforms.
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