Treasury Services Support Specialist — White-Glove Client Care

Jobtailor

Arizona

On-site

USD 70,000 - 100,000

Full time

14 days+
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Job summary

Jobtailor in the United States (Arizona) seeks a Treasury Services Specialist to deliver white glove client support, analyze inquiries, and resolve complex treasury requests. You will act as the go-to SME for departmental software and ensure SLA adherence while maintaining strong stakeholder relationships.

The role requires a Bachelor's in business, 5+ years banking experience (2 in treasury), and excellent communication and organizational skills.

Qualifications

  • Bachelor's Degree in a business-related field or equivalent education and training.
  • Five years of banking experience, two in treasury-related roles, with 1+ year in treasury services.
  • Ability to work independently and in a team, be well organized, and manage time effectively.
  • Excellent written and verbal communication skills.
  • Ability to handle daily activities in a fast-paced environment with changing priorities.
  • Strong organizational skills and knowledge of bank operations, risk controls, and risk management.

Responsibilities

  • Provide white glove service to assigned clients by understanding their business and communication preferences.
  • Listen, analyze and resolve assigned client inquiries.
  • Leverage treasury services knowledge to resolve complex client requests.
  • Be the subject matter expert on departmental software systems.
  • Manage queues for service requests, support internal inquiries, and ensure SLA adherence.
  • Maintain strong relationships with stakeholders for feedback and improvements.

Skills

Excellent communication
Time management
Organizational skills
Analytical skills
Problem solving

Education

Bachelor's degree in business

Tools

MS Office
Departmental software systems

Job description

Jobtailor in the United States (Arizona) seeks a Treasury Services Specialist to deliver white glove client support, analyze inquiries, and resolve complex treasury requests. You will act as the go-to SME for departmental software and ensure SLA adherence while maintaining strong stakeholder relationships.

The role requires a Bachelor's in business, 5+ years banking experience (2 in treasury), and excellent communication and organizational skills.

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