Specialist - Client Support Treasury Management

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time, hybrid career opportunity based out of our Corporate Headquarters location in Lancaster, PA.

This role is responsible for delivering exceptional support to commercial banking clients utilizing treasury management products. This role focuses on responding to client inquiries, troubleshooting routine issues, and supporting the daily operation of services such as ACH, wire transfers, Positive Pay, liquidity management, and other treasury solutions. The Specialist applies solid knowledge of Treasury Management products and processes to resolve issues accurately and efficiently.

This role plays a critical part in ensuring client satisfaction by providing timely information, resolving service requests, and offering basic product guidance.

Responsibilities

* Serve as the primary point of contact for commercial clients regarding Treasury Management products, responding to general and technical inquiries related to product functionality, transaction processing, and account setup. Troubleshoot routine Treasury Management system issues by guiding clients through resolution steps and coordinating escalations with internal support teams when necessary. Deliver timely, accurate, and professional responses to client requests to ensure a high level of client satisfaction and service consistency.

* Provide support and guidance to Financial Centers and C3 on inquiries related to Treasury Management products and services.

* Build and maintain positive client relationships by delivering high-quality, personalized service and responding promptly to client needs. Conduct periodic client check-ins to assess satisfaction with Treasury Management products and address basic issues or concerns. Communicate proactively with clients regarding system changes, product updates, and scheduled service interruptions that may impact Treasury Management services.

* Maintain a strong working knowledge of Treasury Management products and services, staying current on enhancements, system updates, and new offerings. Assist clients in understanding and effectively utilizing Treasury Management services to support efficient cash flow management.

* Accurately document all client interactions, issues, resolutions, and follow-ups in the designated customer relationship management (CRM) system, ensuring records are complete and up to date.

Qualifications

Education

High School Diploma or equivalent. Specialty: general studies. (Required)

Associate Degree or the equivalent experience. Specialty: business. (Preferred)

Experience

2 or more years Customer service role within the banking or financial services industry, with a focus on commercial banking or Treasury Management. (Required)

1 or more years Experience using MS Office Suite and familiarity with banking software or CRM systems. (Preferred)

Knowledge, Skills, and Abilities

* Excellent communication skills, both verbal and written, with a customer-centric approach. (Required)

* Detail-oriented with strong problem-solving and analytical abilities. (Required)

* Strong knowledge of cash management principles, banking products, and financial systems. (Preferred)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials.

The salary range may vary based on geographic location.

The hourly rate for this position is $18.56 - $29.38.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package…