Treasury Management Client Support Specialist

Treasury Management Client Support Specialist

Job Category: Commercial Banking - Cash Management

Requisition Number: TREAS
003403

• Posted :
  December 31, 2025
• Full-Time

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Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.

This position requires the ability to work in the Salem, MA offices.

Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided home ownership to generations of families.

Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.

JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following:

• Provide an outstanding Customer Experience to Salem Five customers and prospects
• Primary point of contact for servicing/troubleshooting the suite of cash management products
• Able to demonstrate a high level of proficiency with Salem Five’s digital technology offering
• Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange), mobile smart phones and downloading applications and utilization of the Internet (mobile and desktop) to search and locate information
• Embrace new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change
• Responsible for all Cash Management customer product/service implementations.
• Provide customer support to Commercial Cash Management customers to fulfill needs and solve problems related to Cash Management products, deposit accounts and general requests.
• Prepare and organize required reports (e.g., Monthly Non-interest Fee Income Report and New Business Report) as requested
• Provide interactive/telephone training to Cash Management Customers using the online banking platform and/or RDC platforms
• Assist Product Management with special project and product testing/customer roll outs.
• Recognize cross sell opportunities to existing relationships and either close or refer to Sales.
• Provide back up to Product Management with daily tasks as needed.
• Provide back up to Cash Management Operations as requested
• Work effectively with other areas of the bank
• Communicate effectively and professionally with customers and co-workers.
• Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position.
• Regular attendance is essential to this position.

SKILLS & COMPETENCIES

• Attention to detail and thorough when performing work.
• Ability to multi-task, prioritize and remain focused in a fast-paced, client-centric environment.
• Demonstrated commitment to client satisfaction; provides superior customer service. Ability to diffuse and resolve conflict, preserve client relationships and maintain safety/integrity of the Bank.
• Communicates in a clear, concise and effective manner verbally and in written format.
• Demonstrates active listening; solicits feedback, offers balanced critiques and works toward collaboration.
• Demonstrates intellectual curiosity, desire to always be learning, and the ability to understand often complex workflows, systems, data sets and various technologies.
• Ability to negotiate and resolve complex/contentious issues; reach consensus and meet objectives.
• Excellent analytical and problem-solving skills; effectively evaluates information/data to make decisions; anticipates obstacles and develops plans to overcome them.
• Self-starter with ability to disseminate information and identify potential system gaps or areas of concern. Must have the organizational skills required to appropriately document & track issues along with willingness…