Business & Treasury Support Specialist

DFCU Financial•Longwood, FL

13d•Onsite

About The Position

Under general supervision, this role will deliver an exceptional experience every interaction for the member support of business banking and treasury management products including but not limited to deposit products, digital banking, ACH and wire origination, positive pay, remote deposit and other treasury management solutions.

Requirements

Two years of college; Associate degree preferred.
Demonstrated knowledge of business financial products and services.
Ability to prioritize competing responsibilities and manage time effectively.
Basic reasoning and mathematical skills.
Proficient in Microsoft 365.
Demonstrated analytical and problem-solving skills.
Able to initiate and embrace change.
Excellent interpersonal skills, including written and verbal communication, and ability to work in a team environment.

Responsibilities

Provides superior member experience in a professional and responsive manner for business members, ensuring accuracy, quality and expediency through various communication channels; e.g., phone or written channels.
Provide primary support and troubleshooting for business remote (non-branch) channels, including DFCU Business Online and Mobile, Business ACH, Business wires, Business RDC, and other treasury management solutions.
Conduct quality assurance for business membership and deposit account documents and data.
Recommend process improvements for internal and external member support.
Identify training needs based on trends in incoming requests.
Maintain a high level of policy, process, procedural, and product knowledge.
Maintain a high level of user knowledge on all banking systems.
Interface with other departments to provide problem resolution for members.
Special projects, system testing, and project tasks, as assigned.
Saturday hours, as required.