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Treasury Management Services Support Specialist

Job in Seal Beach, Orange County, California, 90740, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-20
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below

Responsibilities

  • Provide client support for all Treasury Management products and services including calls (e.g., internal and external client calls), coordinating support with TM Fulfillment
  • Help maintain new client relationships through various department administrative systems.
  • Work with TM Support Specialist 3 or TMS Management to help maintain quality control of internal and external calls by supporting the call queues.
  • Back up other department responsibilities including projects and other duties assigned.
  • Document internal and external requests (CRM Events), including but not limited to requests received via centralized email inbox and requests from clients from calls.
  • Support follow-up until resolution is completed.
Requirements
  • High School Diploma
  • 2-3 years of relevant Treasury Management experience, preferably in Treasury Management operation
  • Proficiency in MS Office;
    Word, Excel, Power Point
  • Knowledgeable of Treasury Management products/services
  • Strong analytical, critical thinking and problem-solving skills
  • Ability to motivate, influence and collaborate with others both internally and externally
  • Travel, as required.
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