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The Bank of Tampa · 3 weeks ago

Treasury Services Support Specialist

Armenia, Tampa, FL, US

Full-time

Onsite

Entry Level

1+ years exp

The Bank of Tampa is dedicated to providing specialized operational support for complex commercial deposit relationships. The Treasury Services Support Specialist will support the onboarding of new Treasury Management clients and provide ongoing assistance to ensure client satisfaction with Treasury Management products and services.

BankingFinancial ServicesVenture Capital

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

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 and Lockbox services

Provides clients with conversion-related support during vendor changes and product upgrades, including proactive outreach during large-scale conversion efforts to ensure a smooth transition and effective communication

Prepares documentation for both new and existing Treasury clients, ensuring all required forms are completed accurately for Business Online Banking, User Setups, and Treasury Management Products

Partners with the Treasury Sales team to onboard new clients, managing the documentation, system setup, and client training process, while also providing continued support after implementation is complete

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

Qualification

Treasury ManagementClient TrainingMicrosoft Office SuiteFiserv PremierClient Service ExperienceACH Professional CertificationCertified Treasury ProfessionalInterpersonal Communication

Required

1 year of experience in Treasury Management, Operations or related banking field, or 2-year degree preferably with a business or finance focus or equivalent combination of education/experience

Must be able to learn and maintain in-depth knowledge on all applicable services, products and applications

Strong interpersonal communication skills, both verbal and written

Proficient in Microsoft Office Suite