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Treasury Services Support Specialist

1 month ago

Tampa, Florida, United States Bank of Tampa Full time
Job Summary

The Treasury Services Support Specialist plays a critical role in providing exceptional client service and support to Treasury Management clients. This individual will work closely with clients and Treasury Services employees to evaluate needs and prepare proper documentation for changes to Treasury Management Products and Online Banking setups.

Key Responsibilities:

  • Provide telephone support and troubleshoot for Treasury Management clients.
  • Collaborate with Treasury Management Sales staff to follow up with client requests and assist with client training as needed.
  • Establish and maintain a thorough knowledge of client-facing applications such as Business Online Banking, ACH Origination, Wires, Remote Deposit Capture, Positive Pay, and Lockbox services.
  • Prepare documentation and obtain client signatures on forms for client-requested changes to Business Online Banking, User Setups, and Treasury Management Products.
  • Follow up with customers when Treasury Management Operations has completed setup changes and provide additional training to clients for new users and setup changes.
  • Reach out to various departments such as Deposit Operations, Ebanking, IT, and FIU as needed for troubleshooting issues.

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

Requirements:

  • 1 year of experience in Treasury Management, Operations, or a 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 Culture:

At Bank of Tampa, we value honesty, integrity, confidentiality, trust, and respect. We strive to make a meaningful difference in our community through our service and financial support. We 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 we maintain open and forthright communication with our regulators.

Benefits:

  • 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.