CTBC Bank Corp. (USA) · 1 day ago
Treasury Management Support Specialist
Los Angeles, CA
Full-time
Onsite
Entry, Mid Level
$23/hr - $28/hr
2+ years expCTBC Bank Corp. (USA) is seeking a Treasury Management Support Specialist responsible for assisting clients with Commercial Banking and Treasury Management products and services. The role involves client onboarding, technical support, and project coordination while ensuring quality service and compliance with banking regulations.
BankingFinanceFinancial Services
Responsibilities
Handle in-bound customer service inquiries, training and support requests pertaining to Treasury Management & Internet Banking products and services, while ensuring customer service quality
Trouble-shoot customer online banking account issues pertaining to Treasury Management & Internet Banking products and services
Timely responses and dedicated support for all incoming communications via phone, fax, email and online
Provide remote technical assistance to clients
Complete new client setup and/or deletion requests and client training in all related to Treasury Management products and services
Serves as a subject matter expert on system capabilities, client onboarding process & worksheets and bank agreements related to Treasury Management services
Reviews and ensures the completeness and accuracy of signed customer agreements, maintenance requests and cancelation forms
Assists with completion of daily and monthly tasks that support the Internet Banking and Treasury Management functions
Monitor product vendor communications on system enhancements, scheduled maintenance, added features and functionality
Assist in fulfilling the department’s audit requirements and ensure the implementation and completion of agreed audit recommendations
Assist with project coordination (internal or with third party technology vendors)
Works with sales and lending team officers, branch staff, marketing and other departments in support customer inquiries
Provide support to sales officers in creating pro-forma reports to on-board potential clients
Provide support to department employees in all areas of Electronic Banking and Treasury Management products and services
Maintain relevant working knowledge of industry practices pertaining to the full suite of products and services offered
Perform other duties as assigned
Responsible for adherence to all compliance programs, including but not limited to, completion of all required and assigned training modules by established due dates
Understand and comply with requirements of all laws and regulations applicable to the position
Qualification
Required
Bachelor's degree or equivalent experience
2+ years of Electronic Banking, Banking Operations, or equivalent experience
Extensive knowledge of information technology, operating procedures, and systems
Excellent mathematical, computer, analytical, and problem-solving skills
Strong analytical ability to use logic and reasoning to solve problems
Excellent customer service and phone etiquette
Strong written and verbal communication skills
Willingness to adapt to change and the ability to learn quickly
Strong technical and organizational skills to support the full suite of products and services
The ability to manage workflow and complete projects within the allotted timeframes
Excellent attention to detail and accuracy
Ability to take ownership of client requests and provide excellent customer service
Ability to work independently yet closely with other staff
Working knowledge of Microsoft Office Programs (Word, Excel, PowerPoint, and Outlook)
Preferred
Mandarin Speaking Preferred
Benefits
Full benefits
Company
CTBC Bank Corp. (USA)
CTBC Bank Corp. (USA) is a banking institution that provides financial products & services to retail as well as commercial customers.
201-500 employees
H1B Sponsorship
CTBC Bank Corp. (USA) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (6)
2023 (9)
2022 (2)
2021 (11)
2020 (12)
Funding
Current Stage
Growth StageLeadership Team
Noor Menai
Chief Executive Officer
Bill Walbrecher
Board Director
Recent News
2025-11-24
2024-01-29
2024-01-29
Company data provided by crunchbase