Treasury Management Advisor: Customer Service & Training

Texas Bank and Trust; Longview, Northern (TX, KY); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Texas Bank and Trust in Longview, TX seeks a Treasury Management Customer Service Specialist II to deliver secure, accurate, and courteous service for Treasury Management products including ACH, RDC, Wires, and Lockbox, while training customers and supporting the Treasury Management team.

The role emphasizes building trusted advisor relationships, handling inquiries via phone, email, and chat, and assisting with training and product enhancements to support customer goals.

Qualifications

• Two years college or banking school with banking experience preferred.
• 2-3 years Treasury Management support desired.
• Proficient use of Excel, MS Word, Access and banking software.

Responsibilities

• Provide front end phone support for Treasury Management customers with high accuracy.
• Respond to Treasury Management needs via group email, digital chat and secure messaging.
• Schedule and conduct training for new and current customers on products and services.
• Assist with development of new products or enhancements.
• Support Management in expanding customer training.

Skills

Customer service

Treasury Mgmt knowledge

Communication skills

Excel

Training capability

Time management

Education

Two years college

Banking school

Tools

Excel

MS Word

Access

Job description

Texas Bank and Trust in Longview, TX seeks a Treasury Management Customer Service Specialist II to deliver secure, accurate, and courteous service for Treasury Management products including ACH, RDC, Wires, and Lockbox, while training customers and supporting the Treasury Management team.

The role emphasizes building trusted advisor relationships, handling inquiries via phone, email, and chat, and assisting with training and product enhancements to support customer goals.