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Treasury Management Customer Support Specialist

2 months ago


Terrell, Texas, United States American National Bank of Texas Full time

Job Summary:

The Treasury Management Customer Support Specialist provides daily and ongoing support to customers using the Bank's Treasury Management suite of products and services. This role involves providing on-the-spot training on our online platform for new or existing users, processing temporary ACH or Wire Limit changes, and offering Level I and II technical support on various applications.

Key Responsibilities:

  • Processes, maintains, documents, and resolves daily processing for assigned Treasury Management products and services.
  • Serves as a liaison between customers and various operational functions within the Bank.
  • Provides customer support on products and services.
  • Maintains scanned files for the department.
  • Assists with projects.

Qualifications:

  • High School Diploma or GED.
  • 1 year banking experience required.

Skills:

  • Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills must be able to do simple math and carry out written instructions.
  • Working conditions are generally favorable.
  • Work occasionally requires more than 40 hours per week to perform the essential functions of the position.
  • Lifting in an office setting may be required up to 30lbs.