Commercial and Treasury Management Support Specialist

6 days ago


Glendale Heights, Illinois, United States Heartland Financial USA, Inc. Full time
Job Summary

We are seeking a highly skilled Commercial and 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 in all interactions related to treasury management and commercial banking products.

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 numerous 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 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.
Benefits

Heartland Financial USA, Inc. offers competitive and varied benefits to eligible employees, including Paid Time Off, a 401(k) matching program, annual incentive pay, paid holidays, a comprehensive company-sponsored benefit plan, health savings, flexible spending, and dependent care accounts, an employee assistance program, tuition reimbursement, and various associate banking benefits.



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