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Treasury Management Customer Support Specialist
2 months ago
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.