Treasury Services Support Specialist

Job Description

Job Description

Position Overview

The Treasury Services department provides non-credit sales and specialized operational support for large and / or complex commercial deposit relationships throughout the Bank. The Treasury Services Support Specialist provides telephone support and troubleshoots for Treasury Management clients. This individual works directly with clients and Treasury Services’ employees to evaluate needs and prepare proper documentation for changes to Treasury Management Products and Online Banking setups & provides ongoing support for Treasury Management clients after an initial 60 Day support from Sales team. The Treasury Services Support Specialist will handle and solve more complex questions and issues.

Primary Duties and Responsibilities

• Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
• Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
• Provides telephone support for Treasury Management clients.
• Collaborates with Treasury Management Sales staff to follow up with client requests and assists with client training as needed.
• Establishes and maintains a thorough knowledge of client-facing applications such as Business Online Banking, ACH Origination, Wires, Remote Deposit Capture, Positive Pay, EZ business, Escrow Pro, Weiland and Lockbox services.
• Provides clients with conversion-related support during vendor changes and product upgrades.
• Assists with large scale conversion efforts by contacting customers proactively when needed.
• Prepares documentation and obtains client signatures on forms for client requested changes to Business Online Banking, User Setups and Treasury Management Products.
• Follows up with customers when Treasury Management Operations has completed setup changes, and provides additional training to clients for new users and set up changes.
• Reaches out to various departments such as Deposit Operations, Client Solutions, IT and FIU, as needed, for troubleshooting issues.
• Assists with Client Service Center as needed.

This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Minimum Qualifications

Preferred Qualifications

Our Way

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators

Benefits

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight :

THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER

A DRUG FREE WORKPLACE

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