Seacoast Bank · 13 hours ago
Treasury Management Client Support Specialist II
Boca Raton, FL
Full-time
Onsite
Mid Level
3+ years expSeacoast Bank is seeking a Treasury Management Client Support Specialist II to provide exceptional support to clients for all TM products and services. The role involves troubleshooting issues, providing technical support, and ensuring customer satisfaction through effective communication and problem resolution.
BankingFinancial ServicesLending
Hiring Manager
Phil Frazer
Responsibilities
Provide procedural and technical support via telephone, email, and through virtual communication to clients on all TM products and services
Troubleshoot all issues and escalate to TM Operations and Management if necessary
Take initiative to research and identify root causes of problems
Possess a strong understanding and technical knowledge of TM products, services, pricing and billing, systems, data transmissions, file formats, and protocols used for the delivery and support of TM products and services
Expedite service requests timely and efficiently following all bank policies and procedures
Identify additional product needs and partner with Treasury Sales Officers, Implementation, & TM Operations
Complete understanding of required TM Agreements and forms, authority levels, & Policy & Procedures
May perform various TM daily operational support functions as necessary such as clearing on-line banking self-enrollment exceptions, clearing Anomaly Alerts, verifying next day funding file amounts for Merchant Services, and additional tasks as assigned
May participate in various committees, projects, system upgrades including testing, and on future bank acquisitions
Adhere to Seacoast Bank’s Code of Conduct
Qualification
Required
Bachelor's degree or equivalent work experience with minimum 3 years in banking and customer service
Minimum 3 years in TM Sales Support and/or Customer Care role
Fluent in both English and Spanish
Requires excellent customer service telephone skills, patience, and ability to diffuse tense and upset clients
Ability to develop rapport and communicate effectively with clients both verbally and in writing
Full understanding of all TM products and services, including how and why businesses utilize them. Capable of dealing with complex business banking needs
Proficient in bank operations and regulations
Possess ability to work independently and understand when supervisory approval is required in unusual or sensitive situations
Must be able to have a flexible schedule, able to work during all days and hours of operation including weekends and occasional non-bank operational hours
Must be available to work overtime as necessary
Must be proficient in PC functions including MS Word, Excel, PowerPoint, Outlook, and all bank related systems with the ability to learn other computer systems/programs quickly
Company
Seacoast Bank
Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$9.19M2014-12-31Post Ipo Equity· $9.19M
1984-02-03IPO
Leadership Team
Juliette P. Kleffel
Executive Vice President, Chief Operating Officer
Recent News
2025-12-09
Yahoo Finance
2024-12-28
2024-12-28
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