Treasury Management Support Representative

Calculated Hire

Hamilton (OH)

On-site

USD 23,000 - 32,000

Full time

39 hours ago
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Benefits offered by this job

401(k) Matching Plan
Health insurance
Health savings account
Vision insurance

Job summary

Calculated Hire is seeking a Treasury Management Support Representative to handle inbound calls from business clients and internal partners, troubleshoot Treasury Management products, and guide issues to resolution. This on-site role runs 8:00 AM–5:00 PM EST, Monday–Friday, with a 6-month contract-to-hire potential.

The position emphasizes strong customer service, willingness to learn commercial banking, and the ability to work across multiple Treasury tools.

Qualifications

  • 1+ year of customer service, client support, operations, or related experience.
  • Strong verbal and written communication skills and comfort handling consistent inbound phone volume.
  • Proficiency with Microsoft Word and Excel; ability to learn multiple systems quickly.

Responsibilities

  • Handle a steady volume of inbound calls and inquiries from business clients and internal partners.
  • Support Treasury Management products including Commercial Online Banking, Lockbox, Cash Vault, Remote Deposit Capture, Positive Pay, Wires, and ACH Origination.
  • Research and resolve client issues using internal systems and documentation, owning each issue from first contact to resolution.
  • Escalate complex issues to the right internal teams when needed.
  • Educate clients and partners on product features, system functionality, and best practices.
  • Document client interactions and resolutions accurately.
  • Stay current on products, policies, procedures, and systems.

Skills

Communication skills
Problem solving
Attention to detail
Organizational skills
Phone support experience

Education

Associate or Bachelor's degree

Tools

Microsoft Word
Excel

Job description

Treasury Management Support Representative (Contract to Hire )

Location: Hamilton, OH

Work Arrangement: On-site; Monday – Friday, 8:00 AM – 5:00 PM EST

Reports to/Team Dynamic: Reports to the Business Service Center manager, you’ll be part of a client service team supporting business clients and internal partners

Pay Range: $20/per hour

About the Role:

Businesses rely on their bank’s treasury tools to get paid, move money, and protect their accounts, and when something goes wrong, they need a fast, knowledgeable answer. In this role you’ll be that answer. You’ll take inbound calls from commercial clients and internal partners, troubleshoot and resolve issues with Treasury Management products like Commercial Online Banking, Remote Deposit Capture, Positive Pay, Wires, and ACH Origination, and see each issue through to resolution. It’s a full-time, 6-month on-site contract with the possibility of extension or conversion. Banking experience is a plus but not required; strong customer service skills and a willingness to learn the commercial banking side of the business matter most.

What You’ll Do:
  • Handle a steady volume of inbound calls and inquiries from business clients and internal partners
  • Support Treasury Management products including Commercial Online Banking, Lockbox, Cash Vault, Remote Deposit Capture, Positive Pay, Wires, and ACH Origination
  • Research and resolve client issues using internal systems and documentation, owning each issue from first contact to resolution
  • Escalate complex issues to the right internal teams when needed
  • Educate clients and partners on product features, system functionality, and best practices
  • Document client interactions and resolutions accurately
  • Stay current on products, policies, procedures, and systems
Required
  • 1+ year of customer service, client support, operations, or related experience
  • Strong verbal and written communication skills and comfort handling consistent inbound phone volume
  • Strong computer skills, the ability to learn multiple systems quickly, and basic proficiency in Microsoft Word and Excel
  • Strong problem-solving, attention to detail, and organizational skills
  • Availability to work on-site Monday – Friday, 8:00 AM – 5:00 PM EST
Preferred
  • Experience in banking, financial services, or credit cards, especially commercial banking, Treasury Management, cash management, or deposit operations
  • Experience supporting business or commercial customers, or in a call center or operations setting; associate or bachelor’s degree
Why Join Us?
  • 401(k) Matching Plan
  • Relationship Driven Process to Find Your Best Fit
  • Regular Meetings to Ensure Quality in Your Engagement
  • Potential for contract extension or conversion to a permanent role
About Us:

Calculated Hire is modernizing the professional services and staffing industry. When it comes to building teams, we understand that your organization’s culture is key to its success. We customize solutions to your unique needs through staff augmentation, the design and implementation of advisory services, and workforce transformation with our patented Elevate program.

EEO Statement:

Eight Eleven Group is an equal opportunity employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, lactation, and related medical conditions), gender identity or gender expression, sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

Pay Disclaimer:

The pay range reflects what we reasonably expect to pay for this role at the time of posting. Offers are based on factors such as job responsibilities, education, experience, knowledge, skills, and abilities.

  • 401(k) 3% Match
  • Health insurance
  • Health savings account
  • Vision insurance
Application Question(s):
  • Do you have 1+ year of customer service, client support, operations, or related experience
  • Do you have experience in banking, financial services, or credit cards, especially commercial banking, Treasury Management, cash management, or deposit operations
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