Treasury Management Services Spc

Treasury Management Services Support Spc 1

Join to apply for the Treasury Management Services Support Spc 1 role at Farmers & Merchants Bank of Long Beach

This range is provided by Farmers & Merchants Bank of Long Beach. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

The Treasury Management (TM) Support Specialist 1 will provide high‑level client support and help maintain back office support for all Treasury Management products and services, including operations processes. The TM Support Specialist 1 will assist consumer and business clients with TM services including, but not limited to, Online Banking, Mobile Banking, Bill Pay, Remote Deposit Capture, ACH, and Positive Pay. The TM Support Specialist I helps with on‑going support of TM services via phone calls and/or email requests for new and existing clients.

The TM Support Specialist 1 will also be responsible for assisting TMS Management, TMS Product Manager, and TMS Sales Support Associate as directed.

• Provide client support for all Treasury Management products and services including calls (e.g., internal and external client calls), coordinating support with TM Fulfillment.
• Continue to develop knowledge of all Treasury Management products and services, including Treasury Management setup and back office/client facing system functionalities.
• Help support internal TMS Support and Call Center employees.
• Help maintain new client relationships through the 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 to include projects and other duties as assigned.
• Communicate issues to TM Support Specialist 3 or TMS Management about Online Banking vendors when additional support is needed.
• Strong client service skills, communication skills, basic business writing skills, attention to detail and the ability to prioritize.
• Assist TM Support Specialist 3 or TMS Management troubleshoot issues, identifying and mitigating risks.
• Develop strong knowledge of Bank and TM products, internal policies and procedures to professionally respond to client and branch inquiries.
• Support User Acceptance Testing (UAT) of Treasury Management products, services and systems, including releases and enhancements.
• Document internal and external requests (BOSS), including but not limited to:
  • Requests received via centralized email inbox.
  • Requests from clients via calls.
  • Service event requests through a Bank specified software.
• Work with TM Support Specialist 3 or TMS Management to open cases with Online Banking vendor via telephone or web whenever outside assistance is needed. Support follow‑up until resolution is completed.
• Start learning how to develop the ability to assess, troubleshoot and/or resolve technical issues with ACH, RDC and wire transfers with support of the TM Support Specialist 3.
• Strong interpersonal skills, the ability to take a lead role on projects and an aptitude for using technology to automate processes when beneficial.
• Learn how to review online activities via Patrol.
• Perform other duties/projects as assigned by TMS Management.

Complies with all State and Federal Banking regulatory requirements, including but not limited to BSA, Anti‑Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned.

• Regulation CC
• Regulation D
• Regulation DD
• Regulation E (EFT) Overview
• Bank Secrecy Act
• Privacy Act
• FFIEC
• FDIC Insurance

• Proficient in MS Office;
  Word, Excel, PowerPoint.
• Knowledgeable of Treasury Management products/services.
• Highly motivated and self‑driven individual who can think strategically, operate independently and take accountability for the function.
• Ability to motivate, influence and collaborate with others both internally…