Treasury Client Support Specialist

Cornerstone Home Lending • Plano, TX

6h

About The Position

We are seeking a Treasury Services Client Support Specialist to join our team!
The Client Support Specialist plays a key role in delivering exceptional
customer service and day-to-day support to clients utilizing the bank’s treasury
management products and services. This role serves as a primary point of contact
for client inquiries through a shared support inbox and phone line, assisting
with service requests, troubleshooting online banking and treasury-related
issues, and coordinating timely resolution of client needs. You will have a
direct impact on the client experience through providing exceptional service,
effective problem-solving, and the ability to manage multiple priorities in a
fast-paced, client-focused environment.

Requirements

• Excellent communication and presentation skills to present to clients and internal partners
• Exceptional verbal and written communication skills
• High School Diploma / GED Required
• This position requires 1-2 years of experience in Treasury Management or 2-3 years of previous banking experience.
• MS office expertise (MS Excel, Word, Outlook, PowerPoint)

Nice To Haves

• Experience with and working knowledge of account analysis, TM products/services, online banking systems, and an understanding of offering a “white glove” experience preferred

Responsibilities

• Monitor and respond to incoming client requests through the Treasury Services support inbox and dedicated support phone line
• Serve as a primary point of contact for day-to-day client service needs related to treasury management products and online banking services
• Assist clients and troubleshoot all inquiries related to online banking access, system navigation, entitlements, file uploads, and treasury products/services (ACH, wires, Positive Pay, remote deposit capture, account transfers, reporting, and other treasury management services)
• Research and resolve client service issues quickly, accurately, and professionally, escalating more complex matters to the appropriate internal teams when necessary
• Partner with Treasury Sales, Deposit Operations, Treasury Operations, Fraud, and other internal departments to coordinate issue resolution and ensure a seamless client experience
• Provide guidance and education to clients on treasury product usage, best practices, fraud prevention tools, and available service features
• Support periodic client outreach, follow-up, and service check-ins to enhance product adoption and strengthen client relationships
• Assist with special projects, service reviews, testing, and cross-functional initiatives related to treasury management support and client experience
• Protects the firm by applying sound risk management protocols and adhering to regulatory requirements and being fully aware of all BSA/AML requirements
• Maintain working knowledge of treasury management products, system enhancements, policy changes, and regulatory or risk-related requirements impacting client support
• Perform other duties as required

Benefits

• Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED