Treasury Management Support Specialist - Pittsburgh, PA

First National Bank Of Pennsylvania • Pittsburgh, PA

225d

About The Position

The Treasury Management Support Specialist position is primarily responsible for supporting the implementation and ongoing servicing of all Treasury Management products used by clients. The incumbent completes required Treasury Management setup forms and works with appropriate operating areas to ensure accurate and timely service setup. Additionally, the incumbent responds to client inquiries on Treasury Management services and deposit products, maintains client files, and submits new pricing and changes for Treasury Management services and deposit products.

Requirements

• High School or GED required.
• Minimum of 1 year of job-related experience required.
• Detail-oriented.
• Excellent communication skills, both written and verbal.
• Excellent customer service skills.
• Ability to use general office equipment.
• Ability to use a personal computer and job-related software.
• Basic level of MS Word.
• Intermediate level of MS Excel.
• Basic level of MS PowerPoint.

Nice To Haves

• Associates degree preferred.
• Experience in general banking with at least one year in treasury management.
• Knowledge of commercial and retail banking products.

Responsibilities

• Responds to service inquiries and customer service issues from Treasury Management clients.
• Handles new client setups, existing clients adding new products, and service inquiries and research.
• Responds in a timely manner to emails and calls and needs for troubleshooting issues impacting clients.
• Implements new Treasury Management services and new deposit accounts.
• Resolves inquiries promptly and follows up with the client to ensure quality resolution.
• Unlocks USERS and follows caller authentication process for client and company protection.
• Escalates ongoing issues to Level 2 Support.
• Uses tracking system for all inquiries and monitors queues in order to meet Service Level Agreements.
• Handles maintenance requests for Treasury Management services and deposit products.
• Maintains Treasury Management client files.
• Performs other related duties and projects as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Monetary Authorities-Central Bank
• Education Level: High school or GED