Treasury Solutions Pro: Expert Banking Ops & Support

Broadway Bank

San Antonio (TX)

On-site

USD 50,000 - 70,000

Full time

3 days ago
Be an early applicant
Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Generous paid time off
Career development & mentorship
Employee recognition programs
Free vision insurance
Retirement matching
Tuition reimbursement

Job summary

Broadway Bank is seeking a Treasury Solutions Specialist to deliver exceptional service and technical support for Treasury Solutions products. You will handle daily customer inquiries, system processing, data input, and documentation maintenance to ensure smooth operation of Treasury systems.

The role involves training, system configuration, and collaboration with internal teams. The position requires strong customer service, troubleshooting, and data management skills, with experience in online

Qualifications

  • Minimum of 2 years in bank operations.
  • Minimum of 3 years in customer service.
  • 2 years of online banking support preferred.
  • 2 years of Treasury Management Operations experience is a plus.

Responsibilities

  • Provide top-tier service and support to commercial customers across channels (phone/WebEx) for Treasury Solutions products.
  • Troubleshoot requests (password resets, device issues, browser config) and provide training.
  • Configure new customer profiles in Treasury systems with proper authorization.
  • Manage documentation, service agreements, and related forms per policies.
  • Escalate unresolved issues and ensure timely follow-up with customers.

Skills

Customer service
Troubleshooting
Attention to detail
Multi-tasking
Excel
Treasury tools familiarity
Communication
Adaptability

Education

High school diploma or equivalent
Some college education
AAP certification
CTP certification

Tools

WebEx
Signature (Fiserv)
Calabria
Finesse
DocuSign
Centrix ETMS
TMR
iBIZ
PEP+
PartnerCare

Job description

Broadway Bank is seeking a Treasury Solutions Specialist to deliver exceptional service and technical support for Treasury Solutions products. You will handle daily customer inquiries, system processing, data input, and documentation maintenance to ensure smooth operation of Treasury systems.

The role involves training, system configuration, and collaboration with internal teams. The position requires strong customer service, troubleshooting, and data management skills, with experience in online

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Treasury Solutions Specialist
Treasury Solutions Specialist

Broadway Bank • San Antonio (TX)

On-site
USD 50,000 - 70,000
Generous paid time off
Career development & mentorship
Employee recognition programs
+3
Treasury Management Solutions Specialist
Treasury Management Solutions Specialist

Busey Bank • Leawood (KS)

On-site
USD 33,000 - 40,000
401(k) match
Profit sharing
Employee stock purchase plan
+12
Treasury Management Support Pro — Client Services
Treasury Management Support Pro — Client Services

Prosperity Bank • Victoria (TX)

On-site
USD 52,000 - 76,000
Treasury Management Client Success Specialist
Treasury Management Client Success Specialist

Prosperity Bank and Trust Co • Victoria (TX)

On-site
USD 42,000 - 64,000
Treasury Services Operations & Client Support Specialist
Treasury Services Operations & Client Support Specialist

United-Bank • Atmore (AL)

On-site
USD 42,000 - 60,000
Treasury Solutions Support Specialist
Treasury Solutions Support Specialist

RiseMe • Bluefield (VA)

On-site
USD 42,000 - 62,000
Business Banking Specialist - Treasury Mastery
Business Banking Specialist - Treasury Mastery

State Bank Financial • La Crosse (WI)

On-site
USD 52,000 - 74,000
Treasury Solutions Ops Associate: Onboard & Optimize
Treasury Solutions Ops Associate: Onboard & Optimize

BankUnited • Miami (FL), Northern (KY)

Hybrid
USD 55,000 - 75,000
Treasury Support Specialist: Client Care & Online Payments
Treasury Support Specialist: Client Care & Online Payments

Third Coast Bank • Humble (TX)

On-site
USD 42,000 - 61,000
Treasury Management Support — Client Services Pro
Treasury Management Support — Client Services Pro

Independence Bank • Owensboro (KY)

On-site
USD 42,000 - 62,000