Treasury Management Support Specialist (Full Time)

Prosperity Bank; Victoria (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Prosperity Bank seeks a Treasury Management Support Specialist to provide exceptional service to commercial clients across our footprint. You will be the primary contact for treasury products, resolving inquiries, guiding system usage, and coordinating with internal partners to ensure a superior client experience.

Ideal candidates have 1–3 years in banking or customer service, strong communication, and attention to detail.

Qualifications

• High School graduate or equivalent; some college preferred.
• 1-3 years of banking, customer service, or office experience.
• Experience supporting commercial banking or Treasury Management customers preferred.

Responsibilities

• Serve as a primary contact for Treasury Management customers and support.
• Respond to inquiries via phone, email, or other channels promptly.
• Assist customers with Treasury Management systems and services.
• Research, investigate, and resolve service requests and issues.
• Escalate concerns to ensure timely resolution and follow-up.
• Collaborate with internal departments to support customer needs.
• Maintain professional relationships and confidentiality of information.
• Complete required reports and stay informed of product changes.
• Support process improvements and department projects as needed.

Skills

Customer service

Communication skills

Relationship management

Problem solving

Attention to detail

Multitasking

Teamwork

Time management

PC proficiency

Education

High School graduate or equivalent

Some college

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Treasury Management Support Specialist (Full Time)

Full Time Treasury Mgmt 23RD-OKC, Oklahoma City, OK, US

Selected Applicant must be able to work in office in Oklahoma City, OKC, Oklahoma, Victoria, or Texas

Prosperity Bank is an Equal Opportunity Employer.

POSITION PURPOSE

The Treasury Management Support Specialist is responsible for providing exceptional service and ongoing support to Treasury Management customers across the Prosperity Bank footprint. This role serves as a primary point of contact for commercial clients, assisting with Treasury products and services, resolving customer inquiries, providing system support, and ensuring a positive customer experience. The position requires strong communication skills, knowledge of Treasury Management products, attention to detail, and the ability to collaborate effectively with internal business partners

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Serve as a primary point of contact for Treasury Management customers regarding products, services, and operational support.
• Respond to customer inquiries received via telephone, email, or other communication channels in a professional and timely manner.
• Assist customers with Treasury Management systems, products, and services, including troubleshooting and issue resolution.
• Research, investigate, and resolve customer service requests and account-related issues.
• Escalate and follow through on customer concerns to ensure timely resolution.
• Monitor service requests and maintain appropriate follow-up with customers and internal departments.
• Demonstrate ownership of the customer experience and client satisfaction.
• Maintain strong knowledge of Treasury Management products, services, and systems.
• Identify opportunities to improve processes and enhance the customer experience.
• Maintain standards of professionalism, customer service, teamwork, attendance, and punctuality.
• Perform other duties as assigned.

Assumes responsibility for establishing and maintaining professional business relationships with external and internal customers.

• Build and maintain positive relationships with Treasury Management customers.
• Obtain and convey information accurately and efficiently.
• Compose correspondence and customer communications as needed.
• Resolve customer questions and requests promptly and courteously.
• Deliver exceptional customer service while maintaining professionalism in all interactions.
• Maintain confidentiality of customer and bank information.
• Support customer retention efforts through responsive and proactive service.

Assumes responsibility for establishing and maintaining effective coordination with Bank Associates, Management, and Vendors.

• Work closely with Treasury Management Sales, Operations, Deposit Operations, Information Technology, and other departments to support customer needs.
• Assist internal associates with Treasury Management service questions and support requests.
• Communicate customer concerns, trends, and service issues to management.
• Participate in meetings, training sessions, and department initiatives as required.
• Complete required reports and documentation accurately and timely.
• Support department projects and process improvement initiatives.

Assumes responsibility for related duties as required or assigned.

• Stay informed of changes to Treasury Management products, services, policies, and procedures.
• Ensure compliance with bank policies, procedures, and regulatory requirements.
• Maintain a clean, secure, and organized work environment.
• Complete special projects and assignments as directed.

PERFORMANCE MEASUREMENTS

• Customer inquiries and service requests are handled accurately, professionally, and within established service standards.
• Customer issues are researched, resolved, and communicated in a timely manner.
• Strong customer relationships are maintained through exceptional service and support.
• Documentation and records are completed accurately and timely.
• Effective working relationships are maintained with internal departments and business partners.
• Management is kept informed of significant customer issues, trends, and operational concerns.
• Compliance with established policies, procedures, and regulatory requirements is maintained

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

QUALIFICATIONS

Education/Certification:

High School graduate or equivalent. Some college preferred

EXPERIENCE REQUIRED:

• 1-3 years of banking, customer service, or office experience
• Experience supporting commercial banking or Treasury Management customers preferred.
• Experience handling customer inquiries, problem resolution, and service requests preferred.
• 2-3 years of related experience and/or training.
• Work related experience must consist of Experience with Microsoft Office, especially Excel and Word, and proficiency at keyboarding.

KNOWLEDGE REQUIRED:

• Banking knowledge required.
• Treasury Management product knowledge preferred.
• Customer service and relationship management principles.
• Knowledge of Microsoft Office applications.

SKILLS/ABILITIES:

• Strong customer service orientation.
• Excellent verbal and written communication skills.
• Ability to build and maintain customer relationships.
• Strong problem-solving and troubleshooting skills.
• Attention to detail and accuracy.
• Ability to prioritize work and manage multiple tasks.
• Strong organizational skills.
• Ability to work independently and as part of a team.
• Ability to meet deadlines in a fast-paced environment.
• Proficient with PC applications and related business equipment.
• Regular attendance required.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

TALKING:

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

AVERAGE HEARING:

Able to hear average or normal conversations and receive ordinary information.

REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers.

AVERAGE VISUAL ABILITIES:

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

PHYSICAL STRENGTH:

Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

WORKING CONDITIONS

NONE:

No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

REASONING ABILITY:

Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions.

Able to interpret a variety of technical instructions and can deal with multiple variables.

MATHEMATICS ABILITY:

Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage.

Able to perform very simple algebra.

LANGUAGE ABILITY:

Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.

Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.

Ability to conduct training, communicates at panel discussions, and make professional presentations.

Hours: Monday - Friday 8:00AM - 5:00PM
40 hours per week