Salem Five Bank · 1 month ago
Treasury Management Client Support Specialist
Salem, MA
Full-time
Onsite
Mid, Senior Level
$59K/yr - $75K/yr
5+ years expSalem Five Bank is a growing regional financial services organization with a rich history of over 160 years. They are seeking a Treasury Management Client Support Specialist to provide outstanding customer service and support for cash management products, troubleshoot technical issues, and assist with customer training and product implementations.
BankingFinanceFinancial ServicesMortgage
Responsibilities
Provide an outstanding Customer Experience to Salem Five customers and prospects
Primary point of contact for servicing/troubleshooting the suite of cash management products
Able to demonstrate a high level of proficiency with Salem Five’s digital technology offering
Proficient at trouble shooting technical issues to include various file formats, browser and firewall challenges, etc
Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange), mobile smart phones and downloading applications and utilization of the Internet (mobile and desktop) to search and locate information
Embrace new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change
Responsible for all Cash Management customer product/service implementations
Provide customer support to Commercial Cash Management customers to fulfill needs and solve problems related to Cash Management products, deposit accounts and general requests
Prepare and organize required reports (e.g., Monthly Non-interest Fee Income Report and New Business Report) as requested
Provide interactive/telephone training to Cash Management Customers using the online banking platform and/or RDC platforms
Assist Product Management with special project and product testing/customer roll outs
Recognize cross sell opportunities to existing relationships and either close or refer to Sales
Provide back up to Product Management with daily tasks as needed
Provide back up to Cash Management Operations as requested
Work effectively with other areas of the bank
Communicate effectively and professionally with customers and co-workers
Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position
Regular attendance is essential to this position
Qualification
Required
Ability to work in the Salem, MA offices
Provide an outstanding Customer Experience to Salem Five customers and prospects
Primary point of contact for servicing/troubleshooting the suite of cash management products
Able to demonstrate a high level of proficiency with Salem Five's digital technology offering
Proficient at troubleshooting technical issues to include various file formats, browser and firewall challenges, etc
Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange), mobile smart phones and downloading applications and utilization of the Internet (mobile and desktop) to search and locate information
Embrace new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change
Responsible for all Cash Management customer product/service implementations
Provide customer support to Commercial Cash Management customers to fulfill needs and solve problems related to Cash Management products, deposit accounts and general requests
Prepare and organize required reports (e.g., Monthly Non-interest Fee Income Report and New Business Report) as requested
Provide interactive/telephone training to Cash Management Customers using the online banking platform and/or RDC platforms
Assist Product Management with special project and product testing/customer roll outs
Recognize cross sell opportunities to existing relationships and either close or refer to Sales
Provide back up to Product Management with daily tasks as needed
Provide back up to Cash Management Operations as requested
Work effectively with other areas of the bank
Communicate effectively and professionally with customers and co-workers
Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position
Regular attendance is essential to this position
Attention to detail and thorough when performing work
Ability to multi-task, prioritize and remain focused in a fast-paced, client-centric environment
Demonstrated commitment to client satisfaction; provides superior customer service
Ability to diffuse and resolve conflict, preserve client relationships and maintain safety/integrity of the Bank
Communicates in a clear, concise and effective manner verbally and in written format
Demonstrates active listening; solicits feedback, offers balanced critiques and works toward collaboration
Demonstrates intellectual curiosity, desire to always be learning, and the ability to understand often complex workflows, systems, data sets and various technologies
Ability to negotiate and resolve complex/contentious issues; reach consensus and meet objectives
Excellent analytical and problem-solving skills; effectively evaluates information/data to make decisions; anticipates obstacles and develops plans to overcome them
Self-starter with ability to disseminate information and identify potential system gaps or areas of concern
Must have the organizational skills required to appropriately document & track issues along with willingness to take ownership of issues as they arise and the commitment to see them through to resolution
High level of understanding and ability to troubleshoot/problem solve issues related to technology, user systems, browser functionality and capabilities
Demonstrates ability to act as 'expert' resource for Salem Five's digital technology offering
Minimum 5+ years banking experience with strong background in customer service, commercial operations, electronic banking and Cash Management
Knowledge of ACH rules and guidelines referred
High comfort level with technology such as PC's, software and web based products
Proficient command of Microsoft Office products (Excel, Word and Power Point)
Preferred
Associates degree preferred
Benefits
Health Insurance
Dental
Vision
Flexible Spending Account
Health Savings Account
401k Matching
Tuition Reimbursement
Employee Referral Program
Summer Family Outing
Annual Holiday Reception and more
Company
Salem Five Bank
Salem Five is a financial services company with deep roots in Massachusetts - proudly serving individuals, families, and businesses since 1855.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brian Shaughnessy
Chief Financial Officer
Diane G. Smith, PHR
Sr. Vice President, Sr. Strategic Business Partner
Recent News
2025-11-20
Business Insider South Africa
2023-03-31
Company data provided by crunchbase