Treasury Services Support Specialist

4 weeks 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

A DRUG FREE WORKPLACE

E-VERIFY EMPLOYER


  • Treasury Analyst

    1 week ago

    Tampa, United States Pfizer Full time

    For more than 170 years, Pfizer has continuously worked to make a difference by delivering innovative therapies that improve the lives of our patients. By building a talented community of colleagues that align with our patient-focused purpose and core values, Pfizer has improved global health and impacted more than 780 million patients around the world. In...

  • Treasury Analyst

    1 month ago

    Tampa, Florida, United States Pfizer Full time

    For more than 170 years, Pfizer has continuously worked to make a difference by delivering innovative therapies that improve the lives of our patients. By building a talented community of colleagues that align with our patient-focused purpose and core values, Pfizer has improved global health and impacted more than 780 million patients around the world.In...

  • Treasury Analyst

    4 weeks ago

    Tampa, Florida, United States Pfizer Full time

    For more than 170 years, Pfizer has continuously worked to make a difference by delivering innovative therapies that improve the lives of our patients. By building a talented community of colleagues that align with our patient-focused purpose and core values, Pfizer has improved global health and impacted more than 780 million patients around the world.In...

  • Treasury Analyst

    1 month ago

    Tampa, United States Pfizer Full time

    For more than 170 years, Pfizer has continuously worked to make a difference by delivering innovative therapies that improve the lives of our patients. By building a talented community of colleagues that align with our patient-focused purpose and core values, Pfizer has improved global health and impacted more than 780 million patients around the...

  • Treasury Management Sales Officer

    2 weeks ago

    Tampa, United States City National Bank of Florida Full time

    Overview: Support Relationship Officers in the task of identifying new Treasury Management revenue sources and supporting the retention of existing clients. Responsible for meeting or exceeding assigned sales and retention goals. Sells Treasury Management Services, provides company analysis, and technical support in the Treasury Management department. May...

  • Treasury Services Associate

    4 weeks ago

    Tampa, United States Safepoint MGA, LLC Full time

    Job DescriptionJob DescriptionBegin your finance career journey as a Treasury Services Associate. Gain hands-on experience and pave the way for long-term success in the world of finance. Apply now to kickstart your career!Job SummaryThe Treasury Services Associate assists with the processing and recording of all financial operations transactions.  These...

  • Treasury Services Associate

    4 weeks ago

    Tampa, United States Safepoint MGA, LLC Full time

    Job DescriptionJob DescriptionBegin your finance career journey as a Treasury Services Associate. Gain hands-on experience and pave the way for long-term success in the world of finance. Apply now to kickstart your career!Job SummaryThe Treasury Services Associate assists with the processing and recording of all financial operations transactions.  These...

  • Treasury Services Associate

    4 weeks ago

    Tampa, United States Safepoint MGA, LLC Full time

    Job DescriptionJob DescriptionBegin your finance career journey as a Treasury Services Associate. Gain hands-on experience and pave the way for long-term success in the world of finance. Apply now to kickstart your career!Job SummaryThe Treasury Services Associate assists with the processing and recording of all financial operations transactions.  These...

  • Treasury Services Associate

    3 weeks ago

    Tampa, United States Safepoint MGA, LLC Full time

    Job DescriptionJob DescriptionBegin your finance career journey as a Treasury Services Associate. Gain hands-on experience and pave the way for long-term success in the world of finance. Apply now to kickstart your career!Job SummaryThe Treasury Services Associate assists with the processing and recording of all financial operations transactions.  These...

  • Treasury Analyst

    1 week ago

    Tampa, United States Masonite Full time

    We heard you knock! Masonite is now proudly part of Owens Corning. Owens Corning is a global building and construction materials leader committed to building a sustainable future through material innovation. Our four integrated businesses - Roofing, Insulation, Doors, and Composites - provide durable, sustainable, energy-efficient solutions that leverage...

  • Treasury Analyst

    6 days ago

    Tampa, United States Masonite International Full time

    We heard you knock! Masonite is now proudly part of Owens Corning. Owens Corning is a global building and construction materials leader committed to building a sustainable future through material innovation. Our four integrated businesses - Roofing, Insulation, Doors, and Composites - provide durable, sustainable, energy-efficient solutions that leverage our...

  • Treasury Management Sales Officer

    1 month ago

    Tampa, United States Seacoast Bank Full time

    Office Location: Tampa, FL Primary Objective The Treasury Management Sales Officer (TMSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across Seacoast Banks’s assigned portfolio. In some cases the TMSO will also pursue client and prospect opportunities outside of the portfolio. The TMSO...

  • Treasury Management Sales Officer

    4 weeks ago

    Tampa, United States Seacoast Bank Full time

    Office Location: Tampa, FL Primary Objective The Treasury Management Sales Officer (TMSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across Seacoast Banks’s assigned portfolio. In some cases the TMSO will also pursue client and prospect opportunities outside of the portfolio. The TMSO...

  • Treasury Management Sales Officer

    2 months ago

    Tampa, United States Seacoast Banking Corporation of Florida Full time

    The Treasury Management Sales Officer (TMSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across Seacoast Banks's assigned portfolio. In some cases the TMSO will also pursue client and prospe Treasury, Officer, Management, Sales, Banking, Business Services, Skills

  • Treasury Analyst

    7 days ago

    Tampa, United States Masonite International Full time

    Masonite is now proudly part of Owens Corning. Owens Corning is a global building and construction materials leader committed to building a sustainable future through material innovation. Our four integrated businesses Roofing, Insulation, Doors, a Treasury, Analyst, Project Management, Forecasting, Business, Accounting, Business Services

  • Accountant - Treasury

    6 days ago

    Tampa, United States Tampa International Airport Full time

    POSITION OVERVIEW Reporting to the Director of Financial Planning & Reporting, the Senior Accountant - Treasury will play a key role in assisting with managing capital expenditure cash flows while seeking opportunities to optimize investment returns on available funds. The ideal person will have intellectual curiosity and the ability to build rapport and...

  • Family Support Services Specialist

    6 days ago

    Tampa, United States Lutheran Services Florida Full time

    **Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communities are vibrant**. LSF is looking for talented **Family Support Services Specialists** who want to make an impact in the lives of children and families. **Purpose & Impact**: The purpose of the Family Support Services Specialist is to provide...

  • Support Specialist

    1 month ago

    Tampa, United States Lutheran Services Florida Full time

    ** Support Specialist (1031, 1039)** **Job Category****:** Community/Social Services **Supervisor****:** Tyheshia Scott **Requisition Number****:** FAMIL002112 Showing 1 location **Job Details** **Description** **Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong and communities are vibrant**. Since 1982, Lutheran...

  • Support Specialist

    4 weeks ago

    Tampa, United States Lutheran Services Florida Full time

    ** Support Specialist (1031, 1039)** **Job Category****:** Community/Social Services **Supervisor****:** Tyheshia Scott **Requisition Number****:** FAMIL002112 Showing 1 location **Job Details** **Description** **Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong and communities are vibrant**. Since 1982, Lutheran...

  • Client Services Specialist

    2 weeks ago

    Tampa, United States City National Bank of Florida Full time

    Overview: The Client Services Specialist is responsible for meeting the servicing needs and expectations of the large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Management services. Must be able to work in a fast paced environment, multi-task, and work under...