Treasury Management Support Specialist I
About The Position
The Treasury Management Support Specialist I is part of a fast-paced work atmosphere dedicated to delivering exceptional client service to the bank’s treasury clients. The team is responsible for the setup and maintenance of all treasury management products and services and providing support to the entire portfolio of the organization’s treasury clients. The ability to communicate and maintain client relationships is paramount to the position. The purpose of Treasury Management Support is to assist the bank’s commercial clients in meeting their financial obligations, i.e., paying employees, suppliers, lenders, and shareholders. Additional commitments include fraud monitoring, risk management, cash flow monitoring, electronic banking, training, and ongoing support. The Treasury Management Support team works intimately with Treasury Sales Officers, Portfolio Managers, and Commercial Lenders to accomplish these goals.
Requirements
- High School Diploma or Equivalent.
- 2+ years client service experience required.
- Knowledge of MS Office and Webex.
Nice To Haves
- Prior Treasury Management or Business Banking experience preferred.
Responsibilities
- Responsible for daily support of treasury management products including remote deposit capture, ACH, wire transfers, positive pay and electronic banking.
- Display a working knowledge of all treasury management products.
- Responsible for the implementation of treasury management products which includes initial set up of a service and training the client.
- Provide ongoing white-glove support of all treasury management products.
- Troubleshoot and respond to inquiries and problems of a moderately complex and technical nature received via phone call, email, or web chat.
- Participate in communications regarding product enhancements or changes benefiting or affecting the client.
- Assist with yearly treasury management product audits.
- Protect all client and bank information confidentially and follow all company policies.
- Understand, communicate, and instill the Company’s mission, vision, and values (Pillars of Success).
- Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
- Working at the worksite during regular business hours and/or assigned hours.
- Other specified duties as assigned.
Benefits
- Medical
- Dental
- Vision
- 401(k) plan
- Company paid life insurance
- Short and Long-term disability insurance
- Company paid vacation, paid leave and holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
