Client Support Specialist

Jobtailor; Port Saint Lucie (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Jobtailor in Port Saint Lucie, FL seeks a Treasury Management Support specialist to handle client inquiries and resolve issues across Treasury Management products and services. The role requires strong MS Office skills and excellent communication to assist Sales Officers and Implementation Specialists.

You will maintain documentation, ensure SLA compliance for implementations, and participate in data mapping, testing, and conversion projects related to bank mergers.

Qualifications

• Requires High School Diploma, GED or equivalent education.
• 2 years of related experience in Treasury Management, a Commercial Call Center, Client Service, or Operations.
• MS Office expertise and ability to read, write, speak, and understand English.
• Knowledge of Treasury Management products/services, account analysis, and online banking systems preferred.
• Excellent written and oral communication skills and problem-resolution track record.
• Strong attention to detail, organizational skills, and ability to manage multiple tasks.

Responsibilities

• Provide ongoing email and telephone client support and resolution for Treasury Management products and services.
• Research and respond to Treasury Management client inquiries professionally, timely, and efficiently.
• Develop and maintain technical knowledge of Treasury Management products, services, pricing, documentation, operating systems, data transmissions, file formats, and protocols.
• Provide primary phone support and daily client contact for Treasury Management issues, products, and commercial account analysis.
• Partner with Treasury Management Implementation Specialists and Sales Officers to resolve client inquiries.
• Advise clients on online security, product/service utilization, and enhancements.
• Ensure quality service-level agreements for implementation tasks and timelines are met.
• Maintain compliant client documentation, internal processes, and procedures.
• Maintain tracking logs for client additions, changes, and deletions.
• Assist Sales Officers in identifying client needs and providing additional Treasury Management products and services.
• Provide telephone sales support for basic Treasury Management products and services.
• Provide subject matter expertise to internal bank staff.
• Assist with special projects.
• Participate in data mapping, testing, and conversion projects related to bank mergers.
• Accept other duties as assigned.

Skills

Treasury Management

Client Support

MS Office Expertise

Problem Analysis

Attention to Detail

Organizational Skills

Written & Verbal Communication

English Proficiency

Online Banking Systems

Education

High School Diploma

GED

Tools

Online Banking Systems

Job description

• Provide ongoing email and telephone client support and resolution for Treasury Management products and services
• Research and respond to Treasury Management client inquiries professionally, timely, and efficiently
• Develop and maintain technical knowledge of Treasury Management products, services, pricing, documentation, operating systems, data transmissions, file formats, and protocols
• Provide primary phone support and daily client contact for Treasury Management issues, products, and commercial account analysis
• Partner with Treasury Management Implementation Specialists and Sales Officers to resolve client inquiries
• Advise clients on online security, product/service utilization, and enhancements
• Ensure quality service-level agreements for implementation tasks and timelines are met
• Maintain compliant client documentation, internal processes, and procedures
• Maintain tracking logs for client additions, changes, and deletions
• Assist Sales Officers in identifying client needs and providing additional Treasury Management products and services
• Provide telephone sales support for basic Treasury Management products and services
• Provide subject matter expertise to internal bank staff
• Assist with special projects
• Participate in data mapping, testing, and conversion projects related to bank mergers
• Accept other duties as assigned

Requirements

• High School Diploma, GED, or equivalent education
• 2 years of related experience in Treasury Management, a Commercial Call Center, Client Service, or Operations
• Previous banking experience preferred
• MS Office expertise
• Ability to read, write, speak, and understand English
• Knowledge of Treasury Management products/services, account analysis, and online banking systems preferred
• Excellent written and oral communication skills
• Proven success in problem analysis and resolution
• Strong attention to detail and accuracy
• Strong organizational skills
• Ability to manage multiple detailed work assignments with a high degree of accuracy
• Required annual compliance training and New Employee Orientation
• Must effectively access and interpret information on computer screens, documents, and reports
• Ability to work extensively at a computer

Core Competencies

Demonstrates expertise in Treasury Management products and services, providing exceptional client support and problem resolution. Proficient in managing client inquiries, maintaining compliance, and ensuring quality service delivery.

Highest-signal resume keywords

• Treasury Management Products Knowledge
• Client Support and Resolution
• MS Office Expertise
• Problem Analysis and Resolution
• Attention to Detail

ATS Optimization Keywords

Hard Skills

• Treasury Management
• Account Analysis
• Online Banking Systems
• Data Transmissions
• File Formats
• Protocols
• Client Documentation
• Compliance Training
• Technical Knowledge
• Telephone Sales Support

Soft Skills

• Excellent Written Communication
• Excellent Oral Communication
• Strong Organizational Skills
• Problem-Solving Skills

Certifications & Qualifications

• High School Diploma
• GED

Industry Keywords

• Commercial Call Center
• Client Service
• Operations
• Banking Experience
• Service-Level Agreements