Treasury Services Support Specialist

United Bank of Southwest AL & Northwest FL; Atmore (AL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

BCBS medical

Dental and vision

401k with company match

Profit sharing

Annual bonus

Job summary

United Bank is seeking a Treasury Services Support Specialist in Atmore, AL to provide back-office operations, onboarding and maintenance of treasury products. You will collaborate with branches, Operations, Digital Banking and commercial customers to ensure accurate setups and exceptional service.

Requirements include 1+ years in banking or financial services, proficiency with Microsoft Office, strong attention to detail, excellent customer service and organizational skills.

Qualifications

• High school diploma or equivalent.
• Associates or Bachelor’s degree preferred.
• 1+ years’ experience in banking, bank operations, or customer service.
• Proficiency with Microsoft Office and ability to learn treasury platforms.

Responsibilities

• Provide operational support for Treasury Services products and onboarding.
• Process new Treasury Services 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 and issues.
• Serve as primary contact for Treasury servicing requests.
• Respond to customer inquiries professionally.
• Develop and maintain relationships with customers.
• Maintain customer profiles, entitlements, and configurations.
• Conduct quality control reviews of Treasury setups and changes.
• Support fee management and reporting.
• Assist with audits, risk assessments, and compliance reviews.
• Support digital banking onboarding and troubleshooting.
• Adhere to policies and protect confidentiality.
• Assist fraud prevention and identify unusual activity.
• Other duties as assigned.

Skills

Customer service

Attention to detail

Organizational skills

Microsoft Office

Communication skills

Time management

Adaptability

Team collaboration

Education

High school diploma

Associate or Bachelor's degree

Tools

Treasury platforms

Online banking portals

Wires/ACH systems

Job description

EOE Statement United Bank is an Affirmative Action and Equal Opportunity employer. We consider all qualified applicants without regard to race, color, religious beliefs, sex (including pregnancy), sexual orientation, gender, gender identity, marital status, age, physical or mental disability, genetic information, status as a protected or disabled veteran, national origin, or any other protected characteristic as required by applicable federal, state or local law.

About the Organization United Bank is a growing $1.4 billion community bank operating 24 locations in Southwest Alabama and Northwest Florida that is proud to be a certified Community Development Financial Institution. We offer competitive salary and an exceptional benefit package including BCBS medical, dental, vision, 401k with company match up to 5 1/2%, profit sharing, annual bonus opportunity, and more!

Category Customer Service

Description

JOB FUNCTION / SUMMARY:

The Treasury Services Support Specialist is responsible for the operational support, implementation, maintenance, and servicing of treasury products and solutions. This position serves as a primary back‑office resource, partnering with branches, Operations, Digital Banking, and commercial customers to ensure accurate setup, delivery of exceptional service, and ongoing support of treasury solutions. Supporting the bank's growth objectives through efficient administration of treasury products and related services.

PRIMARY DUTIES and RESPONSIBILITIES:

Treasury

• 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.

Customer Service and Support

• 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.

Operational and Administrative Responsibilities

• 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.

Digital Banking Support

• Support customer enrollment, maintenance, and troubleshooting activities.
• Assist with testing and implementation of new digital processes and treasury products.

Risk and Compliance

• 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.

Position Requirements

MINIMUM REQUIRED EDUCATION, EXPERIENCE and SKILLS:

• 1+ years’ experience in banking, bank operations, financial services operational support, or a related customer service role; or a combination of relevant education and experience.
• Proficiency with Microsoft Office applications, with ability to learn various vendor platforms and software related banking and to Treasury Management products and services.
• Strong attention to detail, with commitment to accuracy, and consistent process execution
• Excellent customer service skills demonstrated customer first mindset, demonstrated responsive service delivery, and accurate follow‑through.
• Ability to assess and resolve situations accurately and professionally, using sound reasoning.
• Excellent organizational skills
• High School Diploma or equivalent

PREFERRED EDUCATION, EXPERIENCE and SKILLS:

• Associates or Bachelor’s Degree in business related field.
• 3+ years’ experience in banking operations, providing customer service and support to Treasury Management, Business Banking, Commercial, Retail customers.
• Demonstrated experience with treasury and banking platforms supporting ACH, wires, Positive Pay, remote deposit, online banking portals

ESSENTIAL KNOWLEDGE, MENTAL and PHYSICAL REQUIREMENTS:

• Excellent communication skills.
• Ability to manage time and competing priorities in a fast‑paced environment.
• Strong interpersonal skills with the ability to interact with all levels of an organization.
• Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives.
• High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term.
• Adaptability and flexibility.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to speak or hear, stand, or sit for long periods of time, open filing cabinets, walk, stoop or bend, use hands to handle or feel and reach with hands and arms. The employee must frequently lift and/or move up to ten pounds, occasionally lift and/or move up to 25 pounds and complete tasks requiring manual dexterity.

WORK ENVIRONMENT:

This job operates in a professional office environment.

Full-Time/Part-Time Full-Time

Minimum Education High school diploma or equivalent

Position Treasury Services Support Specialist

Exempt/Non-Exempt Non-Exempt

Req Number CUS-26-00027

Location Atmore

This position is currently accepting applications.