Treasury Services Support Specialist

Bank of Tampa•Tampa, FL

12h

About The Position

The Treasury Services department provides specialized operational support for large and/or complex commercial deposit relationships throughout the Bank. The Treasury Services Support Specialist is responsible for supporting the implementation and onboarding of new Treasury Management clients. This includes coordinating and preparing documentation, assisting with product setup, and delivering client training to ensure a smooth transition. After onboarding, this role continues to provide dedicated support, addressing complex questions and troubleshooting issues to ensure ongoing client satisfaction and optimal use of Treasury Management products and services.

Requirements

1 year of experience in Treasury Management, Operations or related banking field, or 2-year degree preferably with a business or finance focus or equivalent combination of education/experience
Must be able to learn and maintain in-depth knowledge on all applicable services, products and applications
Strong interpersonal communication skills, both verbal and written
Proficient in Microsoft Office Suite

Nice To Haves

Working knowledge of Treasury Management products and services
Accredited ACH Professional (AAP) certification and/or Certified Treasury Professional (CTP) certification
Experience with Fiserv Premier software systems
Prior client phone service experience

Responsibilities

Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
Provides telephone support for Treasury Management clients.
Establishes and maintains a thorough knowledge of client-facing applications such as Business Online Banking, ACH Origination, Wires, Remote Deposit Capture, Positive Pay, EZ business, Escrow Pro and Lockbox services
Provides clients with conversion-related support during vendor changes and product upgrades, including proactive outreach during large-scale conversion efforts to ensure a smooth transition and effective communication.
Prepares documentation for both new and existing Treasury clients, ensuring all required forms are completed accurately for Business Online Banking, User Setups, and Treasury Management Products.
Partners with the Treasury Sales team to onboard new clients, managing the documentation, system setup, and client training process, while also providing continued support after implementation is complete.
Reaches out to various departments such as Deposit Operations, Client Solutions, IT and FIU, as needed, for troubleshooting issues.
Assists with Client Service Center as needed.