Senior Treasury Client Support Specialist

Socket.dev; Town of Texas (WI); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility and family building aids

Life and disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital seeks a Treasury Support Sr. Specialist to assist Treasury Clients via phone and email, handling day-to-day activities and resolving inquiries. The role requires knowledge of Treasury/Cash Management products and strong client service skills.

You will support escalation handling, risk identification, and cross-functional collaboration to enhance client experience. The team emphasizes relationship building, adherence to policy, and timely resolution of issues, with opportunities to

Qualifications

• 3+ years of experience in Treasury Services or Banking role.
• Multichannel Support Excellence: Exceptional phone and verbal communication skills with a proven track record of maintaining high etiquette standards across diverse service channels.
• Relationship Building - Ability to build relationships with clients and internal partners.
• Change Management - Ability to work at a consistently changing/fast pace.
• Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.
• Ability to effectively multi-task, while maintaining a high-level of client support and satisfaction.
• Drive and Motivation - Ability to demonstrate tenacity, focus, discipline and self-impetus to accomplish results.
• Problem Solving - Ability to identify a problems root cause and drive to resolution.
• Communication - Ability to know when and how to escape issues and display professionalism in written and oral communications, both internally and externally.
• Technical – Ability to demonstrate knowledge of PC, telecommunication and internet methodologies, and Microsoft office products.

Responsibilities

• Provide high level of client support to clients via phone and email.
• Perform and complete assign tasks in efforts to support all Treasury Management Clients for Texas Capital.
• Assist management in self-identifying risks and opportunities to mitigate risk and/or enhance client experience.
• Analyze, assess and immediately engage Product or Technical Support to execute immediate resolution.
• High-level verbal and written etiquette to communicate with clients via phone and email.
• Provide processes and system expertise to other areas of the bank as needed for projects, issue resolution or process improvements.
• Knowledge of all internal systems to expedite issues and provide resolutions efficiently and timely.
• Organize and provide support/coverage for high-risk volume/complex deficiencies.
• Assist management with various operational duties and responsibilities.
• Abide by Texas Capital policies, procedures, and regulatory compliance guidelines.
• Special projects as needed

Skills

Multichannel Support

Relationship Building

Change Management

Time Management

Attention to Detail

Drive and Motivation

Problem Solving

Communication

Technical Proficiency

Salesforce familiarity

Tools

Microsoft Office (Excel, Word, Outlook)

Salesforce

Job description

Texas Capital seeks a Treasury Support Sr. Specialist to assist Treasury Clients via phone and email, handling day-to-day activities and resolving inquiries. The role requires knowledge of Treasury/Cash Management products and strong client service skills.

You will support escalation handling, risk identification, and cross-functional collaboration to enhance client experience. The team emphasizes relationship building, adherence to policy, and timely resolution of issues, with opportunities to