Treasury Management Support Specialist

First National Bank Of PennsylvaniaPittsburgh, PA
19dOnsite

About The Position

This position is primarily responsible for supporting implementation and on-going 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. 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
  • 1 year of job related experience
  • 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
  • MS Word - Basic Level
  • MS Excel - Intermediate Level
  • MS PowerPoint - Basic Level
  • Knowledge of commercial and retail banking products

Nice To Haves

  • Associates preferred
  • Experience in general banking with at least one year in treasury management

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.
  • All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
  • F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

1,001-5,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service