b1BANK · 2 days ago
Treasury Management Sales Support Specialist I
Dallas, TX
Full-time
Onsite
New Grad, Entry Level
0+ years expb1BANK is seeking a Treasury Management Sales Support Specialist I to deliver exceptional onboarding experiences and service to clients. The role focuses on providing customer support for treasury management services and resolving customer service issues efficiently.
FinanceBankingProperty & Casualty InsuranceFinancial ServicesInsuranceWealth Management
Responsibilities
Creates proformas and proposals
Prepares, delivers, and collects Treasury Management agreements
Schedules 1:1s with assigned sales representatives
Assists with credit exposure forms, when needed
When applicable, supports clients with training and testing
Keeps continued communication with Treasury Management Officer and Banker regarding clients and processes
Facilitates client demos
Generates welcome emails to clients upon set up completion
Assists clients with questions, requests, or issues regarding treasury products and services in a timely and efficient manner
Reviews analysis statements to ensure accuracy prior to client receipt
Reviews first client billing to ensure accuracy and resolve any issues prior to bill being sent
Receives, identifies, and corrects/resolves internal and external calls related to Treasury Management services and billing issues in a timely manner
Reviews Commercial Services Implementations setups
Identifies possible cross sell opportunities to further the relationship with the clients
Works closely with back-office staff on issues and resolutions
Ensures that any issues are reported to management
Assists on special projects (i.e. mergers and acquisitions and system conversions)
Performs all other duties assigned by management
Qualification
Required
High School Diploma or equivalent is required
0-2 years of administrative experience is required
Possess strong organizational and interpersonal skills
Must demonstrate strong oral and written communication skills to effectively communicate with co-workers and clients
Experience with computer skills and Microsoft Suite
Must be willing to travel when necessary
Company
b1BANK
b1BANK is a commercial bank that offers personal, commercial, and online banking services.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$52.5M2021-04-07Debt Financing· $52.5M
Leadership Team
Jerry Vascocu
President
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
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2026-01-21
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