Treasury Sales Support Associate

United Community Bank•Gallatin, TN

7d•$19 - $22

About The Position

In this pivotal role, you’ll ensure quality delivery and ongoing support of all Treasury Management products and services—including additions, deletions, and changes—through the completion, validation, and maintenance of setup forms, agreements, billing, and client documentation; coordination of fulfillment materials; and effective transition and ongoing support of customers across Treasury Management teams. This responsibility also includes managing a high volume of inbound and outbound client calls in a fast-paced environment, while maintaining accuracy, responsiveness, and a high level of customer service, as well as the ability to identify individual customer needs and collaborate with Treasury Officers and internal partners to deliver appropriate solutions.

Requirements

High school diploma or equivalent required
3+ years’ experience banking required
3+ years’ customer service, call center, treasury management or operations experience required
Excellent communication skills required
Ability to multi-task required
Strong computer and technology skills required
Strong analytical and problem solving skills with demonstrated capacity for sound judgement
Ability to work independently, be well organized, and manage detailed work assignments with a high degree of accuracy

Nice To Haves

four-year degree in a business-related field preferred or equivalent education and related training

Responsibilities

Serve as a primary point of contact for Treasury Management customers, including complex corporate relationships, delivering high-quality service and issue resolution
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism
Oversee the end-to-end delivery and support of Treasury Management products and services, including onboarding, maintenance, and enhancements
Coordinate with internal partners (Treasury Officers, Inside Sales, Sales Enablement and Billing) to ensure alignment and seamless client experience
Prepare, validate, and maintain all required client documentation, including setup forms, agreements, and service-related records in designated systems
Ensure accurate and timely completion of implementations, service requests, and account maintenance activities in accordance with established service level agreements (SLAs)
Proactively identify, troubleshoot, and resolve issues to prevent customer impact, operational delays, or risk exposure
Support customer with system access, product usage, and technical inquiries, including assistance with hardware and software setup when applicable
Provide client education, onboarding support, and ongoing guidance on Treasury products and services
Deliver and maintain all client-facing materials, including user guides, instructions, and reference documentation
Validate and support Treasury Management billing processes, including account analysis, fee accuracy, and resolution of billing inquiries
Collaborate with Treasury Officers and Inside Sales to ensure pricing, billing setup, and service delivery align with client agreements
Monitor client activity and interactions to identify potential risks, fraud concerns, or control gaps, and escalate as appropriate
Facilitate smooth transitions between onboarding and ongoing support, ensuring continuity of service and client satisfaction
Provide cross-functional support across Treasury Management teams as needed to meet operational demands
Applies to multiple roles within Treasury Management, including Billing, Implementation, Support, and Fraud