Treasury Management Support Specialist

Posted: 08/10/2021

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Job Description

Title: Treasury Management Support Specialist
Department: Business Banking/Treasury Management
Reports to: Treasury Management Department Manager

Job summary: The Treasury Management Support Specialist is responsible for “first line” of contact for Treasury Management clients by email or phone call. The Treasury Management Support will be responsible for daily product support servicing all the Treasury Management products and Services as well as successful implementation of new products and services. The Treasury Management Support Specialist will work closely with the sales staff to understand client needs and expectations and ensure that customer support needs and service levels are continuously met.

Summary of essential job functions:

  • Assists with the daily operations of Treasury Management functions that includes daily client support and servicing that covers a wide variety of products, services, and operational tasks.

  • Work support items received via phone or email from clients and branch network. Own the support item from beginning to resolution.

  • Assists and takes lead on customer implementation of products and services and ensures complete and successful onboarding.

  • Assist with providing sales support by completing documents, customer inquiries, and follow up.

  • Anticipate and address customer needs directly without supervision.

  • Communicate and coordinate adequately with other members of the Treasury Management team and other departments to resolve issues.

  • Maintains knowledge of internal resources to mitigate disruption of services to customers. Communicates recurring or serious issues to manager as well as vendors.

  • Specializes in all areas of electronic banking operations, including functioning as technical and procedural liaison between the clients, branch, and internal departments.

  • Communicates effectively to clients, potential clients, internal departments, and internal teams.

  • Responsible for completion of client files, follow up on any outstanding items or documentation needed.

  • Provide support to manager with assistance with special projects as needed.

  • Performs other duties as assigned and in accordance with prescribed policies, procedures, and regulatory requirements, including, but not limited to, the Bank Secrecy Act and Anti-Money Laundering.

Supervisory Requirements: No requirement.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification and may not be all-inclusive. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Job descriptions may be modified when deemed appropriate by management.

Progress Bank is an Equal Opportunity Employer which means Progress Bank provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, genetic information, veteran status, or any other characteristic protected by federal, state or local law. In addition, Progress Bank will provide reasonable accommodations for qualified individuals with disabilities. For more information on equal employment opportunity you may view the following documents.