Commercial & Treasury Management Support Specialist

1 week ago

Lubbock, Texas, United States Heartland Financial USA, Inc. Full time
About the Role

We are seeking a highly skilled Commercial & Treasury Management Support Specialist to join our team at Heartland Financial USA, Inc. This role will be responsible for providing exceptional customer support and ensuring a superior experience for our clients.

Key Responsibilities
  • Provide professional and responsive support to internal and external customers, ensuring accuracy, quality, and expediency through various communication channels.
  • Fulfill customer product/system configuration maintenance requests received through our case/ticketing system.
  • Coordinate with approvers to facilitate rapid decisions on behalf of clients for file limit increases, while maintaining established risk management controls.
  • Collaborate effectively with internal departments, such as applications, supervisors, and sales partners.
  • Support the integration of technological solutions into customers' business operations by understanding needs, training on best practices, and facilitating the change process.
  • Maintain awareness of risks, including ACH rules, payments risk, UCC laws, and FFIEC guidance, as well as user authentication best practices for online banking services.
  • Coordinate internal and third-party vendor applications.
  • Communicate product configurations, customer procedures, and other information to assist with customer inquiries.
  • Troubleshoot technical and operational issues of larger value or scope.
  • Resolve file format issues with file upload/downloads for payment applications that integrate with clients' accounting systems.
  • Perform system configuration maintenance to fulfill customer requests and maintain existing company products.
  • Act as a support lead and liaison to the TM implementation process, ensuring timely and satisfactory product/service implementation and client training.
Requirements
  • Bachelor's degree in Accounting, Business Administration, Management, or Finance, or equivalent work experience.
  • 1-3 years of experience in a related business function or industry.
  • Prior experience implementing TM systems and solutions of moderate complexity.
  • Demonstrated technology skills with online banking/payments applications, ability to work with and decipher file formats for ACH/positive pay, BAI, lockbox, and experience with QuickBooks integration.
  • Demonstrated problem-solving ability through interaction with clients and business partners.
  • Excellent verbal and written communication skills.
  • Ability to mobilize internal resources to resolve issues.
  • Strong interpersonal and relationship-building skills.
  • Strong analytical ability with attention to detail.
  • Strong organization and prioritization skills.
  • Proven ability to manage multiple priorities effectively.
What We Offer

We offer a competitive salary range of $42,384.00 - $55,099.00, as well as a comprehensive benefits package, including medical, dental, vision, and other insurance coverage, health savings, flexible spending, and dependent care accounts, an employee assistance program, tuition reimbursement, and various associate banking benefits.

Our company is committed to creating a diverse workforce and considers all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

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