Treasury Management Customer Service Specialist

Fulton Financial Corporation • Lancaster, PA

165d • $18 - $28 • Remote

About The Position

This is a full-time, hybrid career opportunity that will be based out of our Corporate headquarters in downtown Lancaster, PA. Our hybrid schedule will offer 3 days in office and 2 days work from home following a successful 90 day introductory period. Core working hours are 9:00-5:30 Monday-Friday. This role is responsible for delivering exceptional customer support to commercial clients using treasury management products. This role involves addressing client inquiries, troubleshooting issues, and ensuring smooth operation of services such as ACH, wire transfers, Positive Pay, liquidity management, and other treasury management solutions. This role requires strong expertise in cash management, a track record of successfully resolving customer issues. The specialist plays a key role in ensuring client satisfaction by providing timely and accurate information, resolving issues, and offering product guidance.

Requirements

• High School Diploma or equivalent.
• 2 or more years in a customer service role within the banking or financial services industry, with a focus on commercial banking or Treasury Management.
• Leadership skills and the ability to mentor and guide a team effectively.
• Excellent communication skills, both verbal and written, with a customer-centric approach.
• Detail-oriented with strong problem-solving and analytical abilities.

Nice To Haves

• Associate Degree or the equivalent experience in business.
• 1 or more years proficiency in using MS Office Suite and familiarity with banking software or CRM systems.
• Strong knowledge of cash management principles, banking products, and financial systems.

Responsibilities

• Serve as the primary point of contact for commercial clients regarding treasury management products.
• Address and resolve client inquiries related to product functionality, transaction processing, and account setup.
• Troubleshoot issues with treasury management systems, guiding clients through resolution steps or escalating issues to internal teams as needed.
• Provide accurate and timely responses to client requests, ensuring high levels of client satisfaction.
• Build strong relationships with clients by delivering high-quality, personalized service and ensuring that client needs are met promptly.
• Conduct regular check-ins with clients to ensure ongoing satisfaction with cash management products and address any concerns.
• Provide proactive communication regarding system changes, product updates, or potential disruptions that may affect cash management services.
• Maintain a strong understanding of cash management services and products, ensuring accurate and thorough responses to client inquiries.
• Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients.
• Assist clients in understanding how to optimize the use of cash management services to improve efficiency in managing their cash flow.
• Document all client interactions, including issues, resolutions, and follow-ups, in the appropriate customer relationship management (CRM) system.

Benefits

• Medical plans with prescription drug coverage.
• Flexible spending account or health savings account depending on the medical plan chosen.
• Dental and vision insurance.
• Life insurance.
• 401(k) program with employer match.
• Employee Stock Purchase Plan.
• Paid time off programs including holiday pay and paid volunteer time.
• Disability insurance coverage.
• Maternity and parental leave.
• Adoption assistance.
• Educational assistance.
• Robust wellness program with financial incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED