Treasury Management Support Specialist

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

Job summary

Jobtailor in Humble, TX is seeking a Treasury Management Customer Service Specialist to assist business clients with treasury products, respond to inquiries via phone, email, and live chat, and resolve banking issues.

You will work with Treasury Management Operations, Sales, Onboarding, and other departments, handling high-volume requests, following quality standards, and contributing to special projects and process improvements.

Qualifications

• High School Diploma or GED is required.
• One year of related work experience in a financial institution.
• Knowledge of online banking, ACH, wires, and remote deposit preferred.
• Ability to work in a fast-paced, deadline-driven environment.

Responsibilities

• Provide exceptional customer service to business clients using treasury management services.
• Support customers via phone, email, and live chat.
• Resolve simple and complex issues related to online banking and treasury services.
• Assist clients with questions, requests, and issues regarding treasury products and services.
• Provide internal support to branch, lending, and other bank personnel.
• Collaborate with Treasury Management Operations, Sales, Onboarding, and internal departments.
• Research and resolve errors and elevate issues to the Team Lead or Management.
• Follow department procedures and service-quality standards.
• Assist with special projects, including updates, enhancements, and new product launches.
• Analyze and solve problems without established precedents.
• Process multiple inquiries in a fast-paced, high-volume environment.
• Train new colleagues when experienced.
• Perform other assigned duties.

Skills

Customer Service

Treasury Management Knowledge

Problem-Solving

Interpersonal Skills

Education

High School Diploma or GED

Tools

Microsoft Office

Adobe

Live Chat Software

Email Support Tools

Phone Support Systems

Job description

• Provide exceptional customer service to business clients using treasury management services


• Support customers via phone, email, and live chat


• Resolve simple and complex issues related to online banking and treasury services


• Assist clients with questions, requests, and issues regarding treasury products and services


• Provide internal support to branch, lending, and other bank personnel


• Collaborate with Treasury Management Operations, Sales, Onboarding, and internal departments


• Research and resolve errors and elevate issues to the Team Lead or Management


• Follow department procedures and service-quality standards


• Assist with special projects, including updates, enhancements, and new product launches


• Analyze and solve problems without established precedents


• Process multiple inquiries in a fast-paced, high-volume environment


• Train new colleagues when experienced


• Perform other assigned duties

Requirements

• High School Diploma or GED


• One year of related work experience in a financial institution


• Preferably some knowledge of online banking, ACH, wires, and remote deposit


• Ability to work well in a deadline-driven, fast-paced environment


• Ability to read and comprehend instructions, correspondence, procedures, and memos


• Strong interpersonal and communication skills


• Excellent organizational skills and time management


• Effective problem-solving and analytical skills


• Ability to handle and prioritize multiple tasks


• Proficient in Microsoft Office software, including Outlook, Word, Excel, and PowerPoint


• Proficient in Adobe


• Ability to lift up to 50 pounds


• Ability to drive


• Ability to work independently and in a team setting

Core Competencies

Demonstrates expertise in providing exceptional customer service in treasury management, with strong problem-solving and analytical skills to resolve complex banking issues. Proficient in Microsoft Office and Adobe, capable of managing multiple tasks in a fast-paced environment.

Highest-signal resume keywords

• Customer Service


• Treasury Management Services


• Problem-Solving Skills


• Microsoft Office Proficiency


• Online Banking Knowledge

Hard Skills

• Treasury Management Services


• Online Banking


• ACH


• Wires


• Remote Deposit


• Problem-Solving


• Analytical Skills


• Time Management


• Organizational Skills


• Customer Support

Soft Skills

• Interpersonal Skills


• Communication Skills


• Team Collaboration


• Independence


• Adaptability

Industry Keywords

• Financial Institution


• Customer Service Standards


• Service-Quality Standards


• High-Volume Environment


• Special Projects

Tools & Technologies

• Microsoft Office


• Adobe


• Live Chat Software


• Email Support Tools


• Phone Support Systems