Specialist - Client Support Treasury Management

Fulton Bank; Lancaster (Lancaster County); Hybrid; USD 26,174 - 39,950; Full time

Benefits offered by this job

Medical plans

Dental and vision insurance

401(k) with employer match

Paid time off

Job summary

Fulton Bank in Lancaster, PA seeks a Treasury Management Client Specialist to serve as the primary contact for commercial clients, answer inquiries about product functionality, process transactions, and assist with account setup. The role emphasizes strong communication and problem solving.

You will support Financial Centers and C3, build client relationships, and coordinate with internal teams. Familiarity with MS Office and CRM systems is preferred.

Qualifications

• 2+ years in a customer service role within banking/financial services (commercial banking or Treasury Management preferred).
• 1+ years experience using MS Office Suite and familiarity with banking software or CRM systems.

Responsibilities

• Serve as the primary point of contact for commercial clients regarding Treasury Management products, responding to inquiries and guiding through resolution steps.
• Provide support to Financial Centers and C3 on inquiries related to Treasury Management products and services.
• Build and maintain positive client relationships by delivering high-quality, personalized service and addressing client needs.
• Communicate proactively with clients regarding system changes, updates, and service interruptions that may impact Treasury Management services.
• Maintain knowledge of Treasury Management products, assist clients in using services to support cash flow management.
• Accurately document client interactions, issues, resolutions, and follow-ups in the CRM system.

Skills

Customer service

MS Office Suite

CRM systems

Communication skills

Analytical abilities

Education

High School Diploma

Associate Degree

Tools

CRM systems

MS Office

Job description

Our values define us and our culture inspire us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

This is a full-time, hybrid career opportunity based out of our Corporate Headquarters location in Lancaster, PA.

Responsibilities

• Serve as the primary point of contact for commercial clients regarding Treasury Management products, responding to general and technical inquiries related to product functionality, transaction processing, and account setup. Troubleshoot routine Treasury Management system issues by guiding clients through resolution steps and coordinating escalations with internal support teams when necessary.
• Provide support and guidance to Financial Centers and C3 on inquiries related to Treasury Management products and services.
• Build and maintain positive client relationships by delivering high-quality, personalized service and responding promptly to client needs. Conduct periodic client check‑ins to assess satisfaction with Treasury Management products and address basic issues or concerns.
• Communicate proactively with clients regarding system changes, product updates, and scheduled service interruptions that may impact Treasury Management services.
• Maintain a strong working knowledge of Treasury Management products and services, staying current on enhancements, system updates, and new offerings. Assist clients in understanding and effectively utilizing Treasury Management services to support efficient cash flow management.
• Accurately document all client interactions, issues, resolutions, and follow-ups in the designated customer relationship management (CRM) system, ensuring records are complete and up to date.

Education

• High School Diploma or equivalent. (Required)
• Associate Degree or the equivalent experience. (Preferred)

Experience

• 2 or more years Customer service role within the banking or financial services industry, with a focus on commercial banking or Treasury Management. (Required)
• 1 or more years Experience using MS Office Suite and familiarity with banking software or CRM systems. (Preferred)

Knowledge, Skills, and Abilities

• Excellent communication skills, both verbal and written, with a customer‑centric approach. (Required)
• Detail‑oriented with strong problem‑solving and analytical abilities. (Required)
• Strong knowledge of cash management principles, banking products, and financial systems. (Preferred)

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company‑assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensuring that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The hourly rate for this position is $18.56 - $29.38.

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.