Treasury Management Support Specialist II

5 days ago


Edwardsville, Illinois, United States BankTalent HQ Full time
Job Summary

The Treasury Management Support Specialist II will work closely with Treasury Management Executives, Commercial Relationship Managers, Commercial Loan Coordinators, and customers to provide support for commercial deposit and treasury management services. This role may act as a subject matter expert for Treasury Management.

Key Responsibilities
  • Provide direct support to customers and associates by responding to general and technical inquiries related to treasury management services/systems and commercial deposit account inquiries.
  • Provide training on all treasury management services, including ACH processing, online wires, commercial online banking, bill pay, sweep accounts, positive pay, Integrated Payables, and Remote Deposit Capture.
  • Complete system setup and maintenance items for existing and new treasury management products and services.
  • Prepare customer documents required to maintain treasury management services and commercial deposit accounts.
  • Assist business customers who have experienced fraud on their accounts.
  • Provide specialized line of business support.
  • Maintain knowledge of regulations surrounding treasury management services.
  • Identify and resolve issues within assigned responsibility, elevating urgent matters to management.
  • Other special projects as directed.
Requirements
  • Strong oral and written communication skills.
  • Advanced knowledge of the line of business policies, procedures, and products.
  • Operational workflows and secure file transmissions.
Skills and Abilities
  • Multi-task and work independently.
  • Solve problems independently while applying logic and discretion.
  • Adapt to change and respond to all requests in a professional manner.
  • Desire to suggest new approaches to existing procedures within established options to gain efficiencies in department tasks.
  • Analyze and solve problems for which there are not always precedents.
  • Maintain visual attention and mental concentration for extended periods of time.
  • Possess the ability to understand and process multiple types of inquiries in a professional, fast-paced, and high-traffic environment.
Education and Experience
  • High School diploma or equivalent required; Associate or Bachelor's degree preferred.
  • 3+ years of customer service experience preferred.
  • 2+ years of experience in bank operations required, with a focus in treasury management preferred.
  • Previous experience in roles identifying customer needs to expand relationships.
  • Requires strong background working with a variety of PC operating systems and anti-virus software.
  • Requires knowledge of Microsoft Office, Excel, and Access and Adobe Acrobat.
About BankTalent HQ

BankTalent HQ values a diverse and inclusive workplace and strives to recruit, develop, and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to BankTalent HQ's commitment of delivering service excellence. BankTalent HQ is an Equal Opportunity Employer including Disability/Vets.



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