Treasury Support Specialist

7 days ago


Greensboro NC USA, United States Carter Bank and Trust Full time
Treasury Support Specialist

Carter Bank and Trust is seeking a highly skilled Treasury Support Specialist to join our team. As a key member of our Treasury Management Sales effort, you will be responsible for ensuring the operational excellence of our Treasury Services department.

Key Responsibilities:

  • Provide exceptional support to new and existing Bank clients, prioritizing internal and external contacts with service requests, inquiries, or technical issues related to Treasury/Cash Management services.
  • Support the Treasury/Cash Management Sales Manager and Sales team in delivering timely and effective resolution of Treasury Management client issues.
  • Responsible for system setup of Treasury products and solutions, handling customer issues related to Treasury products, and building/establishing customer files.
  • Act as liaison between Treasury Management Sales, Retail Banking, and Commercial departments to ensure seamless communication and resolution of client issues.
  • Prepare monthly activity reports and facilitate monthly billing to ensure accuracy and maximize revenue.

Requirements:

  • High school diploma or equivalent.
  • Prior banking experience, plus experience in a role with direct customer contact.
  • Excellent communication and customer relations skills.
  • Able to build and maintain positive relationships internally and with customers.
  • Ability to work within a variety of different software and web applications and ability to learn new systems.

Physical and Mental Qualifications:

  • Standing, walking, bending, and stooping required.
  • Must be able to sit at a desk for long periods of time and use a computer.
  • Must be able to occasionally move or lift up to 10 pounds.
  • May be asked to work supplemental hours periodically.


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