Treasury Management Support Specialist

Treasury Management Support Specialist

The Treasury Management Support Specialist will work with Treasury Management Executives, Commercial Relationship Managers, Commercial Loan Coordinators, Retail and customers to provide support for commercial deposit and treasury management services.

Duties & Responsibilities

Provide direct support to customers and associates responding to general and technical inquiries related to treasury management services/systems and commercial deposit account inquiries via phone or email.

Provide training, for all cash management services, including but not limited to, ACH processing, online wires, commercial online banking, bill pay, sweep accounts, positive pay, Integrated Payables and Remote Deposit Capture.

Complete system maintenance for existing treasury management products and services.

Prepare customer documents to establish or maintain treasury management services and commercial deposit accounts.

Maintain knowledge of regulations surrounding treasury services.

Assist commercial customer who have experienced fraud on their account.

Provide specialized line of business support.

Identify and resolve issues within assigned responsibility, elevating urgent matters to management.

Other special projects as directed.

Education & Experience

Knowledge of:

Strong oral and written communication skills.

Advanced knowledge of the line of business policies, procedures and products.

Operational workflows and secure file transmissions.

Ability to:

Multi-task and work independently.

Solve problems independently while applying logic and discretion.

Adapt to change and respond to all requests in a professional manner.

Desire to suggest new approaches to existing procedures within established options to gain efficiencies in department tasks.

Analyze and solve problems for which there are not always precedents.

Maintain visual attention and mental concentration for extended periods of time.

Possess the ability to understand and process multiple types of inquiries in a professional, fast-paced, and high traffic environment.

Education and Training:

High school diploma or equivalent required; college degree preferred.

2 years of customer service experience preferred.

Previous banking or finance and customer service experience preferred.

Previous experience in roles identifying customer needs to expand relationships.

Requires knowledge of Microsoft Office, Excel and Adobe Acrobat.