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Treasury Services Support Specialist

4 months ago

Tampa, United States Bank of Tampa Full time
Job DescriptionJob Description

Position Overview

This position is remote with requirements to work in office as needed. The Treasury Services department provides non-credit sales and specialized operational support for large and /or complex commercial deposit relationships throughout the Bank. The Treasury Services Support Specialist provides telephone support and troubleshoots for Treasury Management clients. This individual works directly with clients and Treasury Services employees to evaluate needs and prepare proper documentation for changes to Treasury Management Products and Online Banking setups & provides ongoing support for Treasury Management clients after an initial 60 Day support from Sales team. The Treasury Services Support Specialist is able to handle and solve more complex questions and issues.

Primary Duties and Responsibilities

  • Consistently delivers outstanding client service; providing premiere client satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times.
  • Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
  • Provides telephone support for Treasury Management clients.
  • Collaborates with Treasury Management Sales staff to follow up with client requests and assist with client training as needed.
  • Establishes and maintains a thorough knowledge of client facing applications such as Business Online Banking, ACH Origination, Wires, Remote Deposit Capture, Positive Pay and Lockbox services.
  • Provides clients with conversion related support during vendor changes and product upgrades.
  • Assists with large scale conversion efforts by contacting customers proactively when needed.
  • Prepares documentation and obtains client signatures on forms for client requested changes to Business Online Banking, User Setups and Treasury Management Products.
  • Follows up with customers when Treasury Management Operations has completed setup changes, and provide additional training to clients for new users and set up changes.
  • Reaches out to various departments such as Deposit Operations, Ebanking, IT and FIU, as needed, for troubleshooting issues.
  • Assists with Client Service Center as needed.

This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.


Minimum Qualifications

  • 1 year of experience in Treasury Management, Operations or related banking field, or 2-year degree preferably with a business or finance focus or equivalent combination of education/experience
  • Must be able to learn and maintain in-depth knowledge on all applicable services, products and applications
  • Strong interpersonal communication skills, both verbal and written
  • Proficient in Microsoft Office Suite


Preferred Qualifications

  • Working knowledge of Treasury Management products and services
  • Accredited ACH Professional (AAP) certification and/or Certified Treasury Professional (CTP) certification
  • Experience with Fiserv Premier software systems
  • Prior client phone service experience


Our Way

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators

Benefits

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:

  • Eligibility for health, dental, vision, life and disability insurance coverages
  • Retirement Plan - 401k with matching
  • ESOP- Employee Stock Ownership Plan
  • Time away from work – vacation time, sick time and holidays
  • Paid parental leave
  • Tuition Assistance
  • Professional development opportunities

THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER

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