Treasury Management - Support Specialist I

NBH Bank•Kansas City, MO

2d•Hybrid

About The Position

The Treasury Management Support Specialist I supports clients using Treasury Management services, providing inbound phone assistance, implementation, daily support, training, and technical assistance. Products include Remote Deposit Capture, ACH, wire transfers, Positive Pay, and Business Online Banking. The role troubleshoots and responds to moderately complex technical inquiries received by phone and email, manages issues identified in the production environment, and ensures technical support needs are addressed promptly. It also provides ongoing white-glove support and educates clients and associates. The specialist builds and maintains relationships, communicates effectively and professionally with clients, coworkers, management, and vendors, and handles detailed work quickly, accurately, and within established guidelines. The role also requires maintaining knowledge of banking products and services and complying with applicable regulations, bank policies, and procedures. This position is intended for someone building a career in Treasury Management, with training and coaching during onboarding and on the job and opportunities for advancement as performance is demonstrated. It is an in-person office position with some work-from-home flexibility and traditional Monday–Friday hours, working either 8 a.m.–5 p.m. or 9 a.m.–6 p.m., for 40 hours per week.

Requirements

High school diploma or equivalent.
At least 1 year of relevant job experience with Treasury Management or financial services.
Passion for outstanding client service and ability to teach others to provide it.
Ability to perform in a complex, multifunctional technical environment.
Excellent business communication skills, including proper email grammar and punctuation.
Strong attention to detail.
Sound judgment and decision-making abilities.
Ability to organize, prioritize, and meet deadlines.
Basic knowledge of financial services compliance.
Excellent communication, interpersonal, organizational, and problem-solving skills.
Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
Ability to handle multiple tasks simultaneously in a fast-paced, diverse, growth-oriented environment.
Ability to teach or foster development in others.
Ability to work independently, prioritize multiple duties, and perform with minimal supervision.
Dependability, responsibility, accuracy, and attention to detail.

Nice To Haves

At least 2 years of relevant experience with Treasury Management Operations or Support.
Experience with a bank call center or client servicing.
Banking Center experience.

Responsibilities

Receive inbound Treasury Management calls and assist clients with Treasury Management services.
Implement, support, train clients on, and provide technical assistance for Remote Deposit Capture, ACH, wire transfers, Positive Pay, and Business Online Banking.
Troubleshoot and respond to moderately complex technical inquiries and problems received by phone and email.
Manage client issues identified in the production environment and address technical support needs in a timely manner.
Provide ongoing high-quality support for Treasury Management products and educate clients and associates.
Communicate professionally and tactfully with coworkers, management, clients, and vendors.
Maintain knowledge of banking products and services and comply with applicable regulations, bank policies, and procedures.
Handle detailed work quickly, correctly, and efficiently while following established guidelines.