Treasury Management Technical Coordinator

Purpose

The Treasury Management Technical Coordinator acts as the technical service expert for commercial customers and internal commercial partners, working in conjunction with Commercial Servicing. They are responsible for resolving customer technical inquiries, providing training, technical consulting and guidance on the bank’s Digital Banking and Treasury Management (TM) services.
The role requires the ability to deliver clear oral or written instruction directly to commercial customers, and a desire to teach and train others. This role will interact with senior leaders and managers for business and commercial customer relationships, and must possess the ability to understand customer needs, identify and resolve inquiries quickly, escalate, and research customer issues appropriately. The role assists in the management and routing of a servicing e‑mail box and phone number.
The role requires the ability to navigate across multiple internal computer systems and departments to provide support on customer‑facing applications. It requires the desire and ability to understand core TM services and apply that knowledge to provide expert customer support. The role supports TM Sales, Operations, and Product Management with the technical aspects of selling, supporting, and training on the TM product offering.

• Accept inbound commercial customer phone calls and emails, as well as internal cases using professional customer service, support, and interpersonal training techniques
• Provide first‑call resolution support whenever possible for technical, training, transactional, file‑based, or navigational inquiries on commercial customer‑facing TM platforms
• Assist in onboarding on the technical aspects of TM services and customer‑facing treasury platforms, as well as coordinating and conducting customer training and education requests
• Identify and elevate issues that require additional support from internal and external partner groups including payment initiation (ACH / WIRE), online banking, errors, research, and resolution
• Maintain detailed phone call, email, and case logs to ensure customer inquiries are documented and resolved to completion
• Identify opportunities to capture additional TM and commercial service in communication with clients, referring these to the proper departments of the bank
• Serve as a key stakeholder in Treasury Management in the identification and implementation of products for commercial relationships, including participation in development projects
• Maintain expertise on internal and customer‑facing application systems requisite for customer support, as well as industry‑standard file formats and file transfer mechanisms / protocols (SFTP)
• Work directly with commercial clients to coordinate senior administrative user onboarding, service implementation, utilization, and ongoing management of TM service delivery
• Build excellent rapport with client financial teams including CFOs, controllers, and accounting personnel, serving as a primary technical contact for inquiries or issues from commercial customers
• Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders and incorporate the high‑performance behaviors of teamwork, leading by example, and service in every facet of work

• Education:
  
  Bachelor’s Degree in Information Technology, Computer Science, Engineering, Business, or related field
• Prior
  
  Experience:
  
  4+ years of Treasury Management or Commercial Banking relationship support in banking or financial services. Equivalent combination of education and relevant experience may be considered in lieu of a degree
• Licenses or Accreditation: CTP or CCM preferred

• Possesses the ability to listen intently, maintain call control, and provide detailed responses to customer questions and inquiries
• Excellent verbal and written communication skills with the ability to speak and write clearly to ensure customers have a clear understanding of the details provided
• Strong customer‑service skills: clear verbal and written communication, the ability to maintain…