Treasury Services Specialist: Back-Office & Client Support

United Bank of Southwest Alabama & Northwest Florida; Atmore (AL); On-site; USD 55,000 - 75,000; Full time

Job summary

United Bank of Southwest Alabama & Northwest Florida seeks a Treasury Services Support Specialist to drive back-office operations, setup, and ongoing servicing of treasury products. You will partner with branches, Operations, Digital Banking, and commercial customers to ensure accurate configurations and exceptional service.

The role emphasizes implementation, maintenance, and training of Treasury customers, along with issue resolution, audits, and compliance to support the bank's growth and

Responsibilities

• Provide operational support for Treasury Services products, including ACH Origination, Positive Pay, Remote Deposit Capture (RDC), Wire Services, Cash Management, Business Online Banking, Merchant Card Services and other treasury and payment solutions.
• Process new Treasury Services customer setups and maintenance requests.
• Assist with onboarding, implementation, and training of Treasury customers.
• Troubleshoot customer issues and coordinate resolution.
• Monitor Treasury Services activity for service disruptions, exceptions, and operational concerns.
• Serve as a primary point of contact for Treasury servicing requests.
• Respond to customer inquiries in a timely and professional manner.
• Develop and maintain strong relationships with internal and external customers.
• Maintain customer profiles, entitlements, limits, and service configurations.
• Ensure proper documentation is obtained and retained according to bank policies and procedures.
• Perform quality control reviews of Treasury Services setups, changes, and maintenance requests.
• Support fee management and reporting activities.
• Assist with periodic audits, risk assessments, and compliance reviews.
• Support customer enrollment, maintenance, and troubleshooting activities.
• Assist with testing and implementation of new digital processes and treasury products.
• Adhere to all bank policies, procedures, and regulatory requirements.
• Maintain confidentiality of customer and bank information.
• Assist with fraud prevention efforts and identify unusual account activity.
• Any other duties assigned by Management.

Job description

United Bank of Southwest Alabama & Northwest Florida seeks a Treasury Services Support Specialist to drive back-office operations, setup, and ongoing servicing of treasury products. You will partner with branches, Operations, Digital Banking, and commercial customers to ensure accurate configurations and exceptional service.

The role emphasizes implementation, maintenance, and training of Treasury customers, along with issue resolution, audits, and compliance to support the bank's growth and