Treasury Services Support

FARMERS BANK & TRUST COMPANY OF MAGNOLIA • Texarkana, TX

7d • Onsite

About The Position

Treasury Services Support provides comprehensive assistance for daily service, operational activities, and sales initiatives related to Treasury customers, products, and services. This role serves as a primary resource for both clients and internal teams, ensuring seamless operations, accurate account management, and effective utilization of Treasury products and services.

Requirements

• High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc.
• 3 years related experience and/or training
• Must provide excellent customer service consistent with Service with HEART standards to all customers - internal and external.
• Must maintain confidentiality of customer and bank information at all times.
• Must comply with all internal controls and established bank policies and procedures at all times.
• Must have a working knowledge of all bank products and services in order to ensure that customer needs are consistently met.

Nice To Haves

• Will have the opportunity to represent the Bank at community events and in civic organizations.

Responsibilities

• Deliver comprehensive customer support via phone and email, educating clients on Treasury Services while enhancing satisfaction and promoting system adoption.
• Support all online banking functions across multiple platforms, assisting customers with navigation, troubleshooting, and the setup of new services.
• Provide guidance and support to internal staff on platform features and Treasury Services to maximize efficiency and adoption.
• Analyze and resolve client issues, coordinate agreement preparation and tracking, and administer the setup and maintenance of Treasury Services to ensure smooth operations.
• Prepare and distribute daily reports to customers, ensuring accuracy and timely delivery.
• Prepare, distribute, and track initial and annual underwriting reviews for customers utilizing high-risk services.
• Review and validate the setup of products and services to ensure accuracy, functionality, and alignment with client requirements.
• Monitor and verify unusual account activity by contacting customers regarding suspicious ACH transactions, large wire transfers, login attempts, new user access, and unposted items to maintain account security.
• Manage business credit card issuance and ongoing support, ensuring accurate processing and a seamless customer experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED