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Treasury Management Services Support Specialist
Job in
Seal Beach, Orange County, California, 90740, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
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.
- 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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