Treasury Management Support Specialist

The Treasury Management Support Specialist I is responsible for delivering exceptional customer support for all electronic banking (e‑banking) platforms offered by the bank. This role serves as a primary point of contact for business customers, assisting with a wide range of treasury services. Responsibilities include responding to customer inquiries, performing accurate and detailed data entry, and supporting the setup, maintenance, and troubleshooting of treasury management products.

The Specialist I collaborates closely with internal teams to ensure a seamless and positive client experience for all Texas Bank business customers.

• Assist with daily activities in the treasury management operations group, including account setup, maintenance, and support for treasury services.
• Set up online banking and treasury service profiles for new and existing business clients, ensuring accurate data entry under supervision.
• Provide first‑line support for services such as ACH origination, wire transfers, Positive Pay, Remote Deposit Capture (RDC), and Bill Pay.
• Review work related to velocity exceptions for Remote Deposit Capture for Treasury Management clients to ensure accuracy, completeness, and compliance with bank policies.
• Adhere to established policies and applicable regulatory standards to maintain operational integrity and compliance.
• Maintain up‑to‑date records of service requests, setups, and client changes using internal systems such as Jack Henry Enhanced Account Analysis and Microsoft Excel.
• Respond to internal and external requests via phone or electronic communication within established service level standards.
• Work under close supervision while gaining familiarity with treasury management systems, services, and procedures.
• Assist in the setup and maintenance of treasury management accounts, billing details, and basic service configurations.
• Perform initial troubleshooting of common customer issues and elevate more complex problems to higher‑level staff.
• Monitor electronic fraud alerts and promptly flag suspicious activity for further investigation.
• Review customer‑submitted documentation related to Remote Deposit Capture velocity exceptions for Treasury Management clients, ensuring accuracy and adherence to established policies.
• Utilize Jack Henry Enhanced Account Analysis and Microsoft Excel for data entry, service tracking, and basic reporting tasks.
• Maintain regular and punctual attendance to support business operations and ensure reliability in meeting departmental needs.
• Perform other duties and special projects assigned to support organizational objectives and enhance operational efficiency.

• Work conducted in a temperature‑controlled, air‑conditioned office setting.

• Ability to sit for extended periods of time.
• Occasional walking, standing, bending, squatting, twisting, and reaching.
• Simple grasping and fine manipulation required for handling documents, tools, and computer peripherals with precision.
• Extended periods of keyboarding are necessary for data entry, report generation, and communication through digital platforms.

• High school diploma or equivalent.
• Experience with Jack Henry Enhanced Account Analysis.
• 2–4 years of banking operations experience with knowledge of operations, products, and services.
• Strong verbal, written, and presentation skills.
• Demonstrated expertise in analyzing data from multiple sources, synthesizing information, and applying insights to drive decision‑making.
• Highly organized, with the ability to gather and analyze data from multiple sources.
• Effective people skills and ability to collaborate across cross‑functional teams and clients.
• Advanced understanding of technology and digital tools.
• Capable of demonstrating resilience and adaptability in a dynamic work environment.
• Proficiency in Microsoft 365, SharePoint, and Power.

• Comprehensive knowledge of Texas Bank’s product and service offerings, including a clear understanding of their features, benefits, and applications.
• At least one year of direct experience with Jack Henry Silverlake software, displaying…