Treasury & Digital Banking Support Specialist
About The Position
Join a high-performing team that's redefining how clients experience digital banking and Treasury Management services. As a Treasury & Digital Banking Support Specialist, you will be the trusted expert guiding both business and consumer clients through our full suite of digital and Treasury tools. This role is ideal for someone who enjoys problem-solving, building strong client relationships, and delivering a best-in-class customer experience. Your expertise will be essential in onboarding clients, supporting Treasury products, troubleshooting issues, and customizing digital solutions to meet client needs.
Requirements
- 2+ years of experience supporting Treasury Management, cash management, or digital banking products (ACH, wire transfers, remote deposit capture, or online business banking).
- Experience working directly with business clients on Treasury services or cash management solutions.
- Strong customer service skills and professional communication for both business and consumer clients.
- Technical aptitude to troubleshoot online banking systems, user access issues, and digital banking workflows.
- Strong attention to detail and problem-solving skills.
- Ability to manage multiple priorities, work independently, and collaborate effectively with internal teams.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint) and comfort navigating multiple digital platforms.
Nice To Haves
- Experience with digital banking platform configuration or implementation for business clients.
- Familiarity with Treasury Management onboarding, implementation, or training processes.
- Prior experience supporting audits, compliance reviews, or regulatory examinations related to Treasury or digital banking products.
- Demonstrated ability to customize digital solutions to meet client business needs.
- Call center, client support, or client relationship management experience in a banking environment.
Responsibilities
- Act as the primary contact for Treasury Management support, including ACH origination, wire transfers, remote deposit capture, and cash management solutions.
- Provide expert assistance with online and mobile banking platforms such as Bill Pay, Zelle, debit card management, and mobile deposits.
- Manage business and consumer digital banking enrollments submitted through the website.
- Oversee the online account opening process, ensuring accuracy, efficiency, and a seamless customer experience.
- Deliver responsive support via phone, email, and in-person interactions.
- Troubleshoot login issues, access errors, and technical challenges with professionalism.
- Coordinate onboarding and implementation for business clients adopting digital banking and Treasury solutions.
- Customize digital banking configurations to align with client workflows and business structures.
- Investigate, resolve, and document client issues promptly, ensuring client satisfaction.
- Assist with internal audits, compliance reviews, and regulatory examinations.
- Contribute to process improvements, team initiatives, and special projects as needed.
Benefits
- We offer a comprehensive benefits package that includes medical, dental and vision coverage, 401(k) with company match, life and disability insurance, supplemental insurance options, EAP, PTO, paid federal holidays, and a performance based quarterly bonus program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Education Level
No Education Listed
Number of Employees
101-250 employees
