Treasury Management Specialist

Job Summary

Supporting business clients remotely, the full-time Senior Specialist in Treasury Management Service & Support will deliver responsive service and maintenance for Treasury Management products, coordinating documentation, approvals, and issue resolution while ensuring a strong client experience.

Key responsibilities

• Provide day-to-day service and maintenance support for standard and complex Treasury Management products
• Manage service cases in Salesforce, ensuring accurate documentation and timely resolution of client requests
• Communicate and collaborate with clients and internal teams to enhance the client experience and resolve issues efficiently

Required qualifications

• High school diploma or General Education Degree (GED) required; associate's or bachelor's degree preferred
• 3+ years of customer service experience required
• Knowledge of Treasury Management products and services
• Experience using Salesforce or a comparable case-management platform preferred
• Ability to manage service cases and maintain accurate electronic records