Treasury Management Support Specialist

First National Bank; Pittsburgh (Allegheny County); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial services organization seeks a Treasury Management Support Specialist in Pittsburgh. The role focuses on client servicing for Treasury Management products, ensuring accurate setup and timely responses to service inquiries. Candidates need a high school diploma or GED and at least one year of treasury management experience. Skills in MS Office and excellent communication are required. The company values a risk management approach and adheres to compliance standards.

Qualifications

• 1 year of experience in treasury management.
• Experience in general banking.
• High School diploma or GED required.

Responsibilities

• Respond to service inquiries and customer service issues from clients.
• Implement new Treasury Management services and deposit accounts.
• Handle maintenance requests for Treasury Management services.
• Maintain Treasury Management client files.

Skills

Detail-oriented

Excellent communication skills, both written and verbal

Excellent customer service skills

Ability to use general office equipment

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Experience in general banking with at least one year in treasury management

Knowledge of commercial and retail banking products

Education

High School or GED

Job description

Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219.

Position Title

Treasury Management Support Specialist

Business Unit

Treasury Management

Reports to

Varies by Assignment

Position Overview

This position is primarily responsible for supporting implementation and on-going servicing of all Treasury Management products used by clients. The incumbent completes required Treasury Management setup forms and works with appropriate operating areas to ensure accurate and timely service setup. The incumbent responds to client inquiries on Treasury Management services and deposit products, maintains client files and submits new pricing and changes for Treasury Management services and deposit products.

Primary Responsibilities

• Responds to service inquiries and customer service issues from Treasury Management clients. Handles new client setups, existing clients adding new products and service inquiries and research. Responds in a timely manner to emails and calls and needs for troubleshooting issues impacting clients.
• Implements new Treasury Management services and new deposit accounts. Resolves inquiries promptly and follows up with the client to ensure quality resolution. Unlocks USERS and follows caller authentication process for client and company protection. Escalates ongoing issues to Level 2 Support. Uses tracking system for all inquiries and monitors queues in order to meet Service Level Agreements.
• Handles maintenance requests for Treasury Management services and deposit products.
• Maintains Treasury Management client files.
• Performs other related duties and projects as assigned.
• All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position

1

Skills Required to Perform the Primary Responsibilities of this Position

• Detail-oriented
• Excellent communication skills, both written and verbal
• Excellent customer service skills
• Ability to use general office equipment
• Ability to use a personal computer and job-related software
• MS Word - Basic Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Associates preferred
• Experience in general banking with at least one year in treasury management
• Knowledge of commercial and retail banking products

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position

N/A

Physical Requirements or Work Conditions Beyond Traditional Office Work

N/A

Equal Employment Opportunity (EEO)

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.