Treasury Management Solutions Specialist — Client Training

ServisFirst Bank; Huntsville (AL); On-site; USD 55,000 - 70,000; Full time

Job summary

ServisFirst Bank is seeking a Treasury Management Specialist to provide technical support and client training for Treasury Management products and services. The role includes training ServisFirst personnel, assisting officers with statement analysis, and identifying opportunities to highlight value in treasury offerings.

The incumbent will handle client inquiries, support calls, product updates, and annual reviews for remote deposit and ACH clients, while maintaining compliance with applicable

Qualifications

• High School diploma or equivalent; bachelor’s degree preferred.
• Two (2) years of experience in customer support or related role.
• Experience in banking preferred.
• Excellent written and verbal communication skills, as demonstrated in a position documenting issues and providing instructions to customers.
• Proven ability to work with and encourage a wide range of customer abilities, from technically proficient to technically hesitant.
• Proficient with Microsoft Outlook, Word, Excel and PowerPoint.
• Experience using JAVA and Adobe software preferred.
• Experience making group presentations.
• Experience in a position requiring attention to detail and analytical ability.
• Excellent organizational skills and ability to multi-task, as demonstrated in a position requiring multiple objectives within deadline.

Responsibilities

• Respond promptly to client inquiries related to all Treasury Management products and services.
• Answer incoming technical support calls related to all Treasury Management products and services.
• Communicate service/product updates to clients.
• Conduct yearly reviews for remote deposit and ACH clients.
• Review all inventory of remote deposit machines.
• Install remote deposit scanners for new and existing clients.
• Provide maintenance for remote deposit machines.
• Occasionally attend sales appointments with Officers to assist with, close and immediately establish implementation/support relationship as it relates to Treasury Management services.
• Assist Officers by conducting statement analysis for prospects to compare their current provider to services offered by ServisFirst.
• Conduct client training (in person and via telephone) to demonstrate how to use all Treasury Management related systems.
• Conduct site visits for high-risk remote deposit clients to review their usage of the service and equipment.
• Conduct training for other ServisFirst personnel.
• Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies.

Skills

Customer support

Banking

Communication

Microsoft Office

Java

Adobe software

Presentations

Attention to detail

Organizational skills

Education

High School diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Outlook

Word

Excel

PowerPoint

Job description

ServisFirst Bank is seeking a Treasury Management Specialist to provide technical support and client training for Treasury Management products and services. The role includes training ServisFirst personnel, assisting officers with statement analysis, and identifying opportunities to highlight value in treasury offerings.

The incumbent will handle client inquiries, support calls, product updates, and annual reviews for remote deposit and ACH clients, while maintaining compliance with applicable