Treasury Services Implementation Specialist

4 weeks ago


Allen, Texas, United States Credit Union Texas Full time
Job Title: Treasury Services Implementation Specialist

At Credit Union Texas, we are seeking a highly skilled Treasury Services Implementation Specialist to join our team. This role will play a critical part in providing exceptional support to our business members who utilize our treasury management services.

Key Responsibilities:
  • Provide internal support and exceptional member service to business members utilizing our treasury management services.
  • Support business members directly via phone, email, and live chat services to resolve complex member service issues.
  • Work closely with Business Banking Specialists, branch employees, and other internal department partners to ensure seamless onboarding and support of treasury management products and services.
  • Ensure department procedures are followed and escalate any issues or errors to the VP of Treasury Services.
Requirements:
  • High school diploma or GED required.
  • Minimum of four (4) years' experience in a financial institution, preferably with some experience and knowledge of business online banking and cash management products.
  • Experience in client service or product support is preferred.
Physical and Mental Demands:
  • Finger dexterity and grasping required for typing and using office equipment.
  • Talking and average hearing required for effective communication.
  • Average visual abilities required for preparing and inspecting documents.
  • Sedentary work with occasional exertion of up to 10 lbs. of force.
Working Conditions:
  • Few hazardous or unpleasant conditions.
Reasoning and Mathematical Abilities:
  • Detailed reasoning ability required for problem-solving and analytical skills.
  • Basic mathematical ability required for performing calculations and understanding financial concepts.
Language Ability:
  • Typical language ability required for effective communication and writing.


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