TM Client Support Specialist II

First Commonwealth Bank; Independence Township, Northern (OH, KY); Hybrid; USD 52,000 - 76,000; Full time

Job summary

First Commonwealth Bank in Independence, OH is seeking a Treasury Management Support Specialist to handle onboarding and ongoing maintenance of TM products and services for corporate clients. You will answer inbound calls, perform account maintenance, support pricing and training, and assist with demos for potential TM clients.

You will also manage platform access issues, perform testing, and collaborate with TM Sales to identify client needs, ensuring accurate and timely responses across

Qualifications

• High school diploma or equivalent required; 3 years in Treasury Management or related field preferred.
• Above average analytical ability.
• Proficient reading, writing, and grammar; strong mathematical and interpersonal skills.
• May be eligible for Telecommuting.

Responsibilities

• Handles inbound service calls from Treasury Management clients with questions about accounts and services.
• Performs client follow up from inbound calls: account maintenance, research, and information requests.
• Makes outbound non-sales calls to support Treasury Management initiatives.
• Implements Treasury Management products and pricing, and provides client training.
• Conducts client training for TM products and services.
• Assists with demos for potential TM clients.
• Handles platform access issues, troubleshooting, and inquiries for TM.
• Executes trades for Mutual Fund Sweep product.
• Tests and validates file formats and layouts; documents user acceptance testing.
• Aids with procedures development and enforcement.

Skills

Analytical ability

Written communication

Interpersonal skills

Mathematical skills

Communication skills

Education

High school diploma or equivalent

Job description

Northern OH Business Ctr
Independence, OH 44131, USA

Handles incoming service calls from Treasury Management clients, or potential Treasury Management clients, having questions regarding their current accounts and/or services. Completes client follow up resulting from inbound calls such as account maintenance, research, and follow up on information requests. Makes outbound non-sales calls to support various Treasury Management initiatives. Implements Treasury Management Products, input pricing and customer training.

1. Performs the onboarding and maintenance of Treasury Management products and services, including:
   • Business Online Banking
   • TM Online
   • ACH Origination
   • Wires
   • Positive Pay
   • Lockbox
   • Cash Vault
   • Remote Deposit Capture
   • BAI
   • EDI
   • Sweeps
   • CDARS
2. Implements Account Analysis pricing as instructed by TMO and/or TM Service Specialist (TMSS)
3. Conducts client training for Treasury Management products and services
4. Assists with demos for potential TM clients
5. Handles incoming service calls from Treasury Management clients including but not limited to:
   • TM Platform access issues and inquiries
   • Troubleshooting
   • Existing deposit and loan account inquiries
   • Account inquiries
6. Completes client follow-up resulting from inbound calls (i.e. account maintenance requests, records research, appropriate mailings, outbound calls to other departments, and calls back to clients.
7. Makes outbound client service and support calls.
8. Works with Treasury Management vendors to troubleshoot issues
9. Executes trades for Mutual Fund Sweep product
10. Tests and validates file formats and layouts to ensure system compatibility
11. Initiates and actively participates in client conversations to identify and appropriately address client needs.
12. Identify additional customer needs through interaction and send follow-up to Treasury Management Sales.
13. Performs and documents User Acceptance Testing on TM products.
14. Aids in the development, implementation, maintenance and enforcement of procedures.

Bona Fide Occupational Qualifications

1. High school diploma or equivalent required. Three (3) years of experience in Treasury Management, Accounting or related field is preferred
2. Above average analytical ability.
3. Proficient reading, writing, and grammar skills; proficient analytical and mathematical skills; proficient communicative and interpersonal relations skills.
4. May be eligible for Telecommuting.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.