Treasury Support Specialist

Carter Bank; Greensboro (NC); On-site; USD 25,000 - 70,000; Full time

Job summary

A leading bank is looking for a Treasury Support Specialist to facilitate customer service and operational support for Treasury Services. As part of the role, you will manage client relations, assist in product setup, and ensure adherence to regulatory guidelines, while leveraging your banking experience and customer service skills.

Qualifications

• Prior banking experience preferred.
• Customer service experience required.

Responsibilities

• Support the Treasury Management Sales effort.
• Handle customer issues related to Treasury products.
• Conduct annual reviews on all Treasury/Cash Management client services.

Skills

Understanding of Treasury Management products

Excellent communication and customer relations skills

Detail-oriented

Ability to cross-sell Bank products

Knowledge of Microsoft Office products

Education

High school diploma or equivalent

Job description

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POSITION TITLE: Treasury Support Specialist

FLSA STATUS: Non-Exempt

Summary

The Treasury Support Specialist is responsible for supporting the Treasury Management Sales effort for the Bank and ensuring the operational excellence of the Treasury Services department. This position is responsible for set up of all Treasury Services products and providing excellent customer service to internal and external clients, including all after-sales servicing, while meeting regulatory guidelines and mitigating risk for the Bank and the client.

Essential Job Functions

• Provide exceptional support to new and existing Bank clients and prioritize internal and external contacts with service requests, inquiries or technical issues related to specific Treasury /Cash Management services
• Support the Treasury/Cash Management Sales Manager and Sales team
• Responsible for system set up of Treasury products and solutions, and handling customer issues related to Treasury products
• Build/establish customer files and maintain them accurately and effectively
• Handle customer problems through directly finding a resolution or by referring to the proper individual or department
• Responsible for providing technical support and advice for all Treasury/Cash Management services to internal branch, operational, and lending personnel
• Responsible for conducting annual reviews on all Treasury/Cash Management client services and recommending appropriate funding limits to ensure regulatory compliance
• Conduct periodic reviews of existing Treasury Management client files to ensure all documentation is complete and up to date
• Act as liaison between Treasury Management Sales, Retail Banking, and Commercial departments to deliver timely and effective resolution of Treasury Management client issues
• Follow up with clients to aid in the collection of necessary information and documents for implementation of new services as requested by the Treasury Management Sales Team
• Prepare monthly activity reports and facilitate monthly billing to ensure accuracy and maximize revenue
  
  

Job Requirements

• High school diploma or equivalent
• Prior banking experience, plus experience in a role with direct customer contact
  
  

Knowledge/Skills Required

• Understanding of Treasury Management products (such as wires, ACH, and remote deposit capture for Commercial customers)
• Knowledge of the bank’s products and services is a plus
• Excellent communication and customer relations skills
• Able to build and maintain positive relationships internally and with customers
• Ability and desire to interact in a team environment
• Detail-oriented with the ability to handle confidential and sensitive information
• Ability to cross-sell Bank products and services through customer referrals
• Knowledge of Microsoft Office products and Power Point
• Proactive approach in meeting deadlines in a timely manner
• Effectively partner with other internal department to meet assigned service and implementation deadlines
• Ability to work within a variety of different software and web applications and ability to learn new systems
  
  

Physical And Mental Qualifications

• Standing, walking, bending and stooping required
• Must be able to sit at a desk for long periods of time and use a computer
• Must be able to occasionally move or lift up to 10 pounds
• May be asked to work supplemental hours periodically
• Limited travel required occasionally during and after business hours

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking

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