Senior Specialist, Treasury Management Service, Support

This is a fully remote position, open to applicants in Florida, +4 more states.

📋 Description

• Deliver daily service and maintenance support for both standard and complex Treasury Management products utilized by business clients.

• Assist with Treasury Portal, Remote Deposit Capture, Wire Origination, ACH Origination, Fraud Services, File Services, Virtual Account Manager, Lockbox, Bank Check Express, Payment Link, and other related services.

• Utilize call-center technology to address client needs, investigate requests, and ensure prompt resolutions.

• Oversee the complete maintenance process, which includes preparing and executing documentation, securing client and internal approvals, submitting requests to Operations, and validating configurations.

• Manage a pipeline of service and support cases within Salesforce, including monitoring, follow-up, documentation, and tracking resolutions.

• Create and uphold accurate client files, uploading correspondence and executed documents to Salesforce and designated shared drives.

• Adhere to record-retention requirements.

• Communicate and collaborate with clients, relationship teams, Operations, and internal partners to enhance the client experience and address issues.

• Comprehend and comply with Bank Compliance requirements alongside Treasury-specific policies and procedures.

• Perform additional duties as assigned by supervisors or managers.

⛳️ Requirements

• High school diploma or General Education Degree (GED) - Required.

• 3+ years of customer service experience - Required.

• Familiarity with Treasury Management products and services - Required.

• Capability to manage service cases, documentation, approvals, and electronic records with precision - Required.

• Strong organizational abilities and keen attention to detail.

• Dedication to quality and accuracy.

• Exceptional customer service skills.

• Proficient verbal and written communication skills.

• Ability to collaborate effectively across client-facing and operational teams.

• Skill in prioritizing multiple cases and ensuring timely resolution.

• Experience in supporting business banking or commercial clients.

• Knowledge of ACH, wire, fraud-prevention, remote deposit, lockbox, file transmission, or virtual account solutions.

• Ability to understand and adhere to Bank Compliance requirements and Treasury-specific policies and procedures.

• Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

• Associate's degree - Preferred.

• Bachelor’s degree in Arts/Sciences or a related field - Preferred.

• 3+ years of direct experience working with Treasury Management products and services - Preferred.

• Experience using Salesforce or a similar case-management platform - Preferred.

• Familiarity with call-center technology and Microsoft Office products - Preferred.

🏝️ Benefits

• Fair and competitive rewards package.

• Benefits designed to support employees, their families, and overall well-being.

• Inclusive and accessible application process.

• Reasonable accommodations for individuals with disabilities.