Farmers & Merchants Bank of Long Beach · 4 weeks ago
Treasury Management Services Support Spc 1
Seal Beach, CA, US
Full-time
Onsite
Entry, Mid Level
2+ years expFarmers & Merchants Bank of Long Beach is seeking a Treasury Management Support Specialist 1 to provide high-level client support and maintain back office support for Treasury Management products and services. This role involves assisting clients with various TM services and supporting the TMS Management team in ensuring quality service delivery.
BankingFinancial ServicesLending
Responsibilities
Provide client support for all Treasury Management products and services including calls (e.g., internal and external client calls), coordinating support with TM Fulfillment
Continue to develop knowledge on all Treasury Management products and services, including Treasury Management setup and back office/client facing system functionalities
Helps support internal TMS Support and Call Center employees
Help maintain new client relationships through the various department administrative systems
Works with TM Support Specialist 3 or TMS Management to help maintain quality control of internal and external calls by supporting the call queues
Back up other department responsibilities to include projects and other duties as assigned
Communicate issues to TM Support Specialist 3 or TMS Management about Online Banking vendors when additional support is needed
Strong client service skills, communication skills, basic business writing skills, attention to detail and the ability to prioritize
Assist TM Support Specialist 3 or TMS Management troubleshoot issues, identifying and mitigating risks
Develop strong knowledge of Bank and TM products, internal policies and procedures to professionally respond to client and branch inquiries
Support User Acceptance Testing (UAT) of Treasury Management products, services and systems, including releases and enhancements
Document internal and external requests (BOSS), including but not limited to:
Requests received via centralized email inbox
Requests from clients from calls
Service event requests through a Bank specified software
Work with TM Support Specialist 3 or TMS Management to open cases with Online Banking vendor via telephone or web whenever outside assistance is needed. Support follow-up until resolution is completed
Start learning how to develop the ability to assess; troubleshoot and/or resolve technical issues with ACH, RDC and wire transfers with support of the TM Support Specialist 3
Strong interpersonal skills, the ability to take a lead role on projects and an aptitude for using technology to automate processes when beneficial
Learn how to review online activities via Patrol
Perform other duties/projects as assigned by TMS Management
Qualification
Required
High School Diploma
Provide client support for all Treasury Management products and services including calls (e.g., internal and external client calls), coordinating support with TM Fulfillment
Continue to develop knowledge on all Treasury Management products and services, including Treasury Management setup and back office/client facing system functionalities
Helps support internal TMS Support and Call Center employees
Help maintain new client relationships through the various department administrative systems
Works with TM Support Specialist 3 or TMS Management to help maintain quality control of internal and external calls by supporting the call queues
Back up other department responsibilities to include projects and other duties as assigned
Communicate issues to TM Support Specialist 3 or TMS Management about Online Banking vendors when additional support is needed
Strong client service skills, communication skills, basic business writing skills, attention to detail and the ability to prioritize
Assist TM Support Specialist 3 or TMS Management troubleshoot issues, identifying and mitigating risks
Develop strong knowledge of Bank and TM products, internal policies and procedures to professionally respond to client and branch inquiries
Support User Acceptance Testing (UAT) of Treasury Management products, services and systems, including releases and enhancements
Document internal and external requests (BOSS), including but not limited to: Requests received via centralized email inbox, Requests from clients from calls, Service event requests through a Bank specified software
Work with TM Support Specialist 3 or TMS Management to open cases with Online Banking vendor via telephone or web whenever outside assistance is needed. Support follow-up until resolution is completed
Start learning how to develop the ability to assess; troubleshoot and/or resolve technical issues with ACH, RDC and wire transfers with support of the TM Support Specialist 3
Strong interpersonal skills, the ability to take a lead role on projects and an aptitude for using technology to automate processes when beneficial
Learn how to review online activities via Patrol
Perform other duties/projects as assigned by TMS Management
Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned
Regulation CC
Regulation D
Regulation DD
Regulation E (EFT) Overview
Bank Secrecy Act
Privacy Act
FFIEC
FDIC Insurance
Proficient in MS Office; Word, Excel, PowerPoint
Knowledgeable of Treasury Management products/services
Highly motivated and self-driven individual who can think strategically, operate independently and take accountability for the function
Ability to motivate, influence and collaborate with others both internally and externally
Must have ability to multi-task in a fast paced environment and prioritize your focus on most impactful activities while meeting deadlines
Strong oral and written communication skills when interacting with internal and external clients
Strong analytical, critical thinking and problem solving skills
Travel, as required
Demonstrates a commitment to Client Relationship Building in all areas of job performance
Proven propensity to learn new technologies and skills quickly
Critical Thinking, Judgment & Problem Solving Skills
Ability to respectfully communicate with Management and Co-workers
Exceptionally organized, efficient and detail oriented
Excellent Customer Service Skills
Excellent leadership and team building skills
Motivating/Coaching Skills
Desk top Computers
10 Key Machines
Standard Office Equipment (copiers, fax machines)
Requires sitting for prolonged periods of time
Requires lifting up to 5lb
Office setting w/controlled temperature
Preferred
Preferred candidate must have three (2 to 3) years of relevant Treasury Management experience; preferably in Treasury Management operation
Company
Farmers & Merchants Bank of Long Beach
Founded in Long Beach in 1907 by C.J.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$200M2025-10-20Post Ipo Equity· $200M
1997-03-27IPO
Leadership Team
Melissa Lanfre
EVP and Chief Operating Officer
Kathleen Salmons
SVP/Chief Risk Officer
Recent News
2025-06-03
Talk Business & Politics
2025-03-06
Globe Newswire
2024-05-23
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