Treasury Management Client Onboarding & Support Specialist

First National Bank; Pittsburgh (Allegheny County); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial services organization seeks a Treasury Management Support Specialist in Pittsburgh. The role focuses on client servicing for Treasury Management products, ensuring accurate setup and timely responses to service inquiries. Candidates need a high school diploma or GED and at least one year of treasury management experience. Skills in MS Office and excellent communication are required. The company values a risk management approach and adheres to compliance standards.

Qualifications

• 1 year of experience in treasury management.
• Experience in general banking.
• High School diploma or GED required.

Responsibilities

• Respond to service inquiries and customer service issues from clients.
• Implement new Treasury Management services and deposit accounts.
• Handle maintenance requests for Treasury Management services.
• Maintain Treasury Management client files.

Skills

Detail-oriented

Excellent communication skills, both written and verbal

Excellent customer service skills

Ability to use general office equipment

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Experience in general banking with at least one year in treasury management

Knowledge of commercial and retail banking products

Education

High School or GED

Job description

A financial services organization seeks a Treasury Management Support Specialist in Pittsburgh. The role focuses on client servicing for Treasury Management products, ensuring accurate setup and timely responses to service inquiries. Candidates need a high school diploma or GED and at least one year of treasury management experience. Skills in MS Office and excellent communication are required. The company values a risk management approach and adheres to compliance standards.