Treasury Management Support Specialist

Third Coast Bank; Humble (TX); On-site; USD 42,000 - 61,000; Full time

Job summary

Third Coast Bank seeks a Treasury Management Support Specialist to assist business clients with online banking and treasury services. You will handle inquiries via phone, email, and live chat, ensuring timely resolution and escalation when needed.

You will collaborate with Operations, Sales, and Onboarding teams to resolve research and errors. The role emphasizes customer service excellence, adherence to procedures, and professional communication as you support various treasury products and

Qualifications

• High School Diploma or GED.
• One year of related work experience in a financial institution, preferably with some knowledge of online banking and payments.
• Ability to work in a deadline-driven, fast-paced environment.
• Ability to read and understand instructions, procedures and memos.
• Strong interpersonal and communication skills.
• Excellent organizational skills and time management.
• Demonstrated problem solving and ability to prioritize multiple tasks.
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Proficient in Adobe.

Responsibilities

• Assist clients with questions, requests, or issues regarding treasury products and services in a timely and efficient manner.
• Provide internal support and respond professionally to branch, lending, and other bank personnel.
• Adhere to department standards for quality of service.
• Assist with special projects such as updates, enhancements, and new product launches.
• Multitask and work independently or in a team setting.
• Solve problems using logic and discretion.
• Adapt to change and respond to all requests professionally.
• Analyze and solve problems where precedents may not exist.
• Understand and process multiple inquiries in a fast-paced environment.

Skills

Customer service

Communication

Multitasking

Problem solving

Microsoft Office

Adobe

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Adobe

Job description

Position Summary:

The Treasury Management Support Specialist (TMSS) is responsible for providing exceptional customer service to clients who utilize treasury management services. This position will support customers directly via phone, email, and live chat services to resolve simple and complex customer service issues pertaining to online banking and related treasury services for business clients and their employees. The TMSS will work closely with other Treasury Management team members in Operations, Sales, and Onboarding, as well as with internal departments for research and error resolution. This position will ensure department procedures are followed and will **escalate** any issues or errors to the Team Lead or Management.

Position Summary:

The Treasury Management Support Specialist (TMSS) is responsible for providing exceptional customer service to clients who utilize treasury management services. This position will support customers directly via phone, email, and live chat services to resolve simple and complex customer service issues pertaining to online banking and related treasury services for business clients and their employees. The TMSS will work closely with other Treasury Management team members in Operations, Sales, and Onboarding, as well as with internal departments for research and error resolution. This position will ensure department procedures are followed and will **escalate** any issues or errors to the Team Lead or Management.

Essential Functions:

• Assist clients with questions, requests, or issues regarding treasury products and services in a timely and efficient manner
• Provide internal support and responding with high degree of professionalism to branch, lending, and other bank personnel
• Adhere to department standards for quality of service
• Assist with special projects as needed (updates, enhancements, new product launches, etc.)
• Multitask and work independently and in a team setting
• Solve problems while applying logic and discretion
• Adapt to change and respond to all requests in a professional manner
• Analyze and solve problems for which there are not always precedents
• Understand and process multiple types of inquiries in a professional, fast-paced, and high-volume environment
• Experienced colleague may train new colleagues
• Performs all other duties as assigned.

Supervisory Responsibility:

This position has no supervisory responsibilities.

Position Type:

This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.

Travel:

Travel is expected 5%-10% of the time for this position.

Work Environment:

This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.

Physical Demands:

This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

Mental Demands:

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.

Education and Experience:

• High School Diploma or GED
• One year of related work experience in a financial institution, preferably with some knowledge of online banking, electronic payments such as ACH and Wires, and Remote Deposit
• Must be able to work well in a deadline driven, fast past environment
• Ability to read and comprehend instructions, correspondence, procedures, and memos
• Strong interpersonal and communication skills
• Excellent organizational skills and time management
• Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks
• Proficient in all Microsoft Office software, such as Outlook, Word, Excel, PowerPoint, etc.
• Proficient in Adobe