Treasury Management Specialty Support Specialist

Jobtailor; McKinney (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor in United States, Texas, McKinney is seeking an experienced Treasury Management Support professional to develop knowledge of products and provide client support across phone and email channels. You will handle account maintenance in core and online platforms, research inquiries, and assist with team development.

The role requires a Bachelor’s degree or equivalent experience, 2 years in Treasury Management or related fields, and strong communication skills.

Qualifications

• Bachelor’s degree or equivalent experience.
• 2 years of related Treasury Management, Bank Operations, or Client Service experience.
• 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 and oral communication skills.
• Proven success in problem analysis and resolution.
• Strong attention to detail and accuracy.
• Strong organizational skills.
• Ability to manage multiple detailed work assignments with high accuracy.
• Required annual compliance training.
• New Employee Orientation.
• Ability to interpret information on computer screens, documents, and reports.
• Ability to spend substantial time at a computer.

Responsibilities

• Develop and maintain 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, partnering with Support Specialists and Sales Officers when necessary.
• Perform Treasury Management account maintenance in the bank’s core and online treasury platform.
• Assist with developing less-experienced team members.
• Troubleshoot complex issues involving file mappers, 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 high-quality service to internal and external clients.
• Provide subject matter expertise to internal bank staff.
• Assist with special projects.
• Complete annual compliance training.
• Participate in bank merger conversion projects when needed.
• Accept other duties as assigned.

Skills

Excellent communication

Attention to detail

Organizational skills

Problem solving

Multitasking

Education

Bachelor’s degree or equivalent experience

Tools

MS Office

Online Banking Systems

Data Transmission Protocols

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, partnering with Support Specialists and Sales Officers when necessary
• Perform Treasury Management account maintenance in the bank’s core and online treasury platform
• Assist with developing less-experienced team members
• Troubleshoot complex issues involving file mappers, 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 high-quality service to internal and external clients
• Provide subject matter expertise to internal bank staff
• Assist with special projects
• Complete annual compliance training
• Participate in bank merger conversion projects when needed
• 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 and oral communication skills
• Proven success in problem analysis and resolution
• Strong attention to detail and accuracy
• Strong organizational skills
• Ability to manage multiple detailed work assignments with a high degree of accuracy
• Required annual compliance training
• New Employee Orientation
• Must effectively access and interpret information on computer screens, documents, and reports
• Ability to spend substantial time working at a computer

Core Competencies

Demonstrates expertise in Treasury Management products and services, providing high-quality client support and account maintenance while ensuring compliance with service level agreements. Strong problem-solving abilities and attention to detail are essential for managing complex issues and supporting team development.

Highest-signal resume keywords

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

ATS Optimization Keywords

Hard Skills

• Treasury Management Products
• Account Maintenance
• Data Transmission Protocols
• File Formats
• ACH
• Wire Transfers
• RDC
• Instant Payments
• Integrated Payables
• Online Banking Systems

Soft Skills

• Excellent Communication Skills
• Attention to Detail
• Organizational Skills
• Problem-Solving Skills

Certifications & Qualifications

• Annual Compliance Training

Industry Keywords

• Bank Operations
• Client Support
• Service Level Agreements
• Documentation Accuracy
• Bank Merger Conversion