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Commercial and Treasury Management Support Specialist
2 months ago
We are seeking a highly skilled Commercial and Treasury Management Support Specialist to join our team at Heartland Financial USA, Inc. This role will be responsible for providing exceptional customer support and ensuring a superior experience for our clients in all interactions related to treasury management and commercial banking products.
Key Responsibilities- Provide professional and responsive support to internal and external customers, ensuring accuracy, quality, and expediency through various communication channels.
- Fulfill customer product/system configuration maintenance requests received through our case/ticketing system.
- Coordinate with approvers to facilitate rapid decisions on behalf of clients for file limit increases, while maintaining established risk management controls.
- Collaborate effectively with internal departments, such as applications, supervisors, and sales partners.
- Support the integration of technological solutions into customers' business operations by understanding needs, training on best practices, and facilitating the change process.
- Maintain awareness of risks, including ACH rules, payments risk, UCC laws, and FFIEC guidance, as well as user authentication best practices for online banking services.
- Coordinate numerous internal and third-party vendor applications.
- Communicate product configurations, customer procedures, and other information to assist with customer inquiries.
- Troubleshoot technical and operational issues of larger value or scope.
- Resolve file format issues with file upload/downloads for payment applications that integrate with clients' accounting systems.
- Perform system configuration maintenance to fulfill customer requests and maintain existing company products.
- Act as a support lead and liaison to the TM implementation process, ensuring timely and satisfactory product/service implementation and client training.
- Bachelor's degree in Accounting, Business Administration, Management, or Finance, or equivalent work experience.
- 1-3 years of experience in a related business function or industry.
- Prior experience implementing TM systems and solutions of moderate complexity.
- Demonstrated technology skills with online banking/payments applications, ability to work with and decipher file formats, and experience with QuickBooks integration.
- Demonstrated problem-solving ability through interaction with clients and business partners.
- Excellent verbal and written communication skills.
- Ability to mobilize internal resources to resolve issues.
- Strong interpersonal and relationship-building skills.
- Strong analytical ability with attention to detail.
- Strong organization and prioritization skills.
- Proven ability to manage multiple priorities effectively.
Heartland Financial USA, Inc. offers competitive and varied benefits to eligible employees, including Paid Time Off, a 401(k) matching program, annual incentive pay, paid holidays, a comprehensive company-sponsored benefit plan, and more.
