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Treasury Management Customer Support

3 months ago

Terrell, United States American National Bank of Texas Full time

This Treasury Management Customer Support Specialist provides daily and ongoing support to customers using the Bank's Treasury Management suite of products and services. These functions can include on the spot training on our online platform for new or existing users, processing temporary ACH or Wire Limit changes, providing Level I and II technical support on various applications (Fiserv Commercial Center, Profit Stars RDC), and other general customer support activities. They receive requests through online messages, email, and incoming phone calls. In working with customers, they should seek out opportunities to expand the Bank's relationship with existing customers and partner with Treasury Management Sales to recommend additional services.

  • Processes, maintains, documents, and resolves daily processing for assigned Treasury Management products and services
  • Serves as a liaison between customers and various operational functions within the Bank
  • Provides customer support on products and services
  • Maintains scanned files for the department
  • Assists with projects
Qualifications:
  • High School Diploma or GED
  • 1 year banking experience required
Skills:
  • Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills must be able to do simple math and carry out written instructions
  • Working conditions are generally favorable
  • Work occasionally requires more than 40 hours per week to perform the essential functions of the position
  • Lifting in an office setting may be required up to 30lbs.


ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.