Treasury Management Services Support Specialist

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Full Time 5 Admin Support Seal Beach, CA, US

7 days ago Requisition

$24.50 To $37.50 Hourly

The Treasury Management (TM) Support Specialist 2 will provide a high level of client support and maintain back‑office support for all Treasury Management products and services, including operations process. The TM Support Specialist 2 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 2 helps with ongoing support of Treasury Management services via phone calls and/or email requests for new and existing clients. The TM Support Specialist 2 will also be responsible for assisting TMS Management, TMS Product Manager, and TMS Sales 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
• Knowledgeable on all Treasury Management products and services, including Treasury Management setup and back office/client facing system functionalities.
• Helps support internal TMS Support and Call Center employees.
• Help maintain new client relationships through various department administrative systems.
• Supports TM Support Specialist 3 or TMS Management with new product implementation and training to TM Support
• Works 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.
• Communicate issues with TM Support Specialist 3 or TMS Management about Online Banking vendors and provide additional support when necessary.
• Strong client service skills, communication skills, basic business writing skills, attention to detail and the ability to prioritize.
• Help support TM Sales Support Associate, during training on products and services, and helps review and develop clients facing marketing slicks, how-to guides, and videos.
• Help 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 (CRM Events), including but not limited to:
  • Requests received via centralized email inbox.
  • Requests from clients from calls
  • Service requests through Bank specified software.
• Work with TM Support Specialist 3 or TMS Management to open cases with an Online Banking vendor via telephone or web whenever outside assistance is needed. Support follow-up until resolution is completed.
• Develop the ability to assess troubleshoot and/or resolve technical issues with ACH, RDC and Wire transfers with little or no supervision.
• 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 assigned by TMS Management

Complies with all applicable state and federal banking laws, regulations, and internal policies related but not limited to lending, operations, and deposit requirements, including Bank Secrecy Act (BSA), Anti‑Money Laundering (AML) requirements, Office of Foreign Assets Control (OFAC) regulations, Customer Identification Program (CIP) requirements, Financial Elder Abuse reporting laws, Sexual Harassment prevention policies, information security and privacy requirements.

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

• Proficiency in MS Office;
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