TM Specialty Support Specialist

Jobtailor; McKinney (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Jobtailor in McKinney, TX seeks a Treasury Management Specialist to provide expert client support, manage complex transactions, and ensure accurate documentation and compliance across ACH, Wire, and online banking platforms.

The role requires strong communication, banking experience, and the ability to training junior staff, with occasional travel for meetings. Excellent attention to detail is essential.

Qualifications

• Bachelor's degree or equivalent experience.
• 2 years of related experience in Treasury Management, Bank Operations, or Client Service.
• Previous banking experience required.
• 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/oral communication skills.
• Proven success in problem analysis and resolution.
• Strong attention to detail and accuracy.
• Strong organization skills.
• Ability to manage multiple detailed work assignments with a high degree of accuracy.
• Must be able to effectively access and interpret information on computer screens, documents, and reports.
• Ability to work extensively in front of a computer.
• Travel may be required to attend meetings as needed.

Responsibilities

• Develop and maintain technical knowledge of Treasury Management products, services, setup documentation, operating systems, data transmissions, file formats, and protocols.
• Provide phone and email support for client Treasury Management issues, account maintenance, and products.
• Research and respond to Treasury Management client inquiries.
• Partner with Treasury Management Support Specialists and Sales Officers when necessary.
• Assist with Treasury Management account maintenance in the bank’s core and online treasury platform.
• Assist with developing less-experienced team members.
• Handle complex issues involving file mappers and technical troubleshooting for ACH, Wire, RDC, Instant Payments, Integrated Payables, and other Treasury Management products.
• Ensure service-level agreements for implementation tasks and timelines are met.
• Ensure required documentation is received, accurate, and scanned.
• Provide subject matter expertise to internal bank staff.
• Assist with special projects and bank merger conversion projects.
• Complete annual compliance training.
• Accept other duties as assigned.

Skills

Treasury Management Products

ACH Processing

Wire Transfers

RDC

Instant Payments

Integrated Payables

Account Analysis

Online Banking Systems

Technical Troubleshooting

Documentation Management

Education

Bachelor's Degree or Equivalent Experience

Tools

Core Banking Systems

Online Treasury Platform

File Mappers

Job description

• Develop and maintain technical knowledge of Treasury Management products, services, setup documentation, operating systems, data transmissions, file formats, and protocols
• Provide phone and email support for client Treasury Management issues, account maintenance, and products
• Research and respond to Treasury Management client inquiries
• Partner with Treasury Management Support Specialists and Sales Officers when necessary
• Assist with Treasury Management account maintenance in the bank’s core and online treasury platform
• Assist with developing less-experienced team members
• Handle complex issues involving file mappers and technical troubleshooting for ACH, Wire, RDC, Instant Payments, Integrated Payables, and other Treasury Management products
• Ensure service-level agreements for implementation tasks and timelines are met
• Ensure required documentation is received, accurate, and scanned
• Provide subject matter expertise to internal bank staff
• Assist with special projects and bank merger conversion projects
• Complete annual compliance training
• Accept other duties as assigned

Requirements

• Bachelor’s degree or equivalent experience
• 2 years of related experience in Treasury Management, Bank Operations, or Client Service
• Previous banking experience required
• 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/oral communication skills
• Proven success in problem analysis and resolution
• Strong attention to detail and accuracy
• Strong organization skills
• Ability to manage multiple detailed work assignments with a high degree of accuracy
• Must be able to effectively access and interpret information on computer screens, documents, and reports
• Ability to work extensively in front of a computer
• Travel may be required to attend meetings as needed

Core Competencies

Demonstrates expertise in Treasury Management products and services, with a strong focus on client support, problem resolution, and compliance. Capable of managing complex technical issues and providing guidance to team members while ensuring accuracy and attention to detail.

Highest-signal resume keywords

• Treasury Management Expertise
• Client Service Experience
• Problem Analysis and Resolution
• MS Office Proficiency
• Banking Experience

ATS Optimization Keywords

Hard Skills

• Treasury Management Products
• ACH Processing
• Wire Transfers
• RDC
• Instant Payments
• Integrated Payables
• Account Analysis
• Online Banking Systems
• Technical Troubleshooting
• Documentation Management

Soft Skills

• Excellent Communication Skills
• Strong Attention to Detail
• Strong Organization Skills
• Ability to Manage Multiple Assignments
• Team Development

Certifications & Qualifications

• Bachelor's Degree or Equivalent Experience

Industry Keywords

• Bank Operations
• Client Support
• Compliance Training
• Service-Level Agreements
• Data Transmissions

Tools & Technologies

• Core Banking Systems
• Online Treasury Platform
• File Mappers