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Dedicated Service Advisor

Company: Simmons Bank
Location: Little Rock
Posted on: June 12, 2021

Job Description:

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.

The Treasury Management Dedicated Service Advisor position is primarily responsible for the ongoing servicing of a portfolio of TM clients by dedicated markets. With extensive knowledge of all Treasury Management products, including online banking, ACH, Remote Deposit, Lockbox, Positive Pay, and Sweeps. The Treasury Management Dedicated Service Advisor functions as the primary day to day direct contact for the Simmons Bank Treasury Management clients within their designated market, with advanced cross-selling opportunities. Additional responsibilities include, but are not limited to, additional training to customers on how to effectively utilize the products in accordance with their business needs and supporting the Treasury Management sales staff with Treasury Management products and information. These duties also include the proactive identification of potential problems, compliance issues, or fraud to maximize client satisfaction and strengthen the relationship.

Essential Duties and Responsibilities

  • Completes all complex and urgent requests for clients within their dedicated portfolio service level agreements
  • Communicates effectively with all internal and external customers on pending items and issues with Treasury Management accounts and products
  • Communicate effectively and timely with clients on any impacting update that could affect their day to day operations
  • Tracks client interactions for both implementation and service in CRM for reporting and analysis
  • Orders and verifies receipt of customer supply orders (i.e. check scanners, checks, deposit slips, endorsement stamps, etc.)
  • Identifies cross-selling opportunities to support growth of the Bank
  • Identifies and escalates product outages through proper channels
  • Assists with maintaining Treasury Management procedures and product guides
  • Participates in the development and implementation of sales promotions and campaigns
  • Recommends any process changes to improve efficiencies and enhance customer service experiences.


To perform this job successfully, 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.


  • Take initiative to identify and anticipate client needs and make recommendations for servicing.
  • Time Management with emphasis on organization
  • Individual must be able to work independently and be a self-starter.
  • Ability to communicate with a clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests.

Education and/or Experience

  • High School Diploma or equivalent
  • 3-5 years of applicable and exceptional customer-facing experience
  • Preferred: Bachelor's Degree in a business-related field

Other Qualifications Desired (including physical requirements)

  • Extensive knowledge of TM Products and Services
  • Knowledge of Jack Henry operating system
  • Proficiency in Microsoft Office Products, Word, Excel, and Outlook


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.

Keywords: Simmons Bank, Little Rock , Dedicated Service Advisor, Other , Little Rock, Arkansas

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