Handles incoming service calls from Treasury Management clients, or potential Treasury Management clients, having questions regarding their current accounts and/or services. Completes client follow up resulting from inbo…
Skills: Treasury Management, Account Maintenance, Customer Training, Troubleshooting, ACH Origination
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As the Treasury Management Support Specialist Team Lead, you will lead the Treasury Management Support Specialist Team and support a Treasury Management Consultant. You have working knowledge of all systems associated wi…
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Senior Vice President, Application Support Manager
Pittsburgh, Pennsylvania, United States · Hybrid
$104k–$190k/yr
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Full-time
high school
Posted 2d ago
~40 hrs/week
Remote in Independence, Ohio, United States, Indiana, Pennsylvania, United States, Pittsburgh, Pennsylvania, United States, Powell, Ohio, United States
Responsibilities
The specialist handles incoming service calls, performs account maintenance, and implements Treasury Management products for clients. They also conduct client training, troubleshoot platform issues, and assist with product demonstrations.
Requirements
A high school diploma or equivalent is required for this role. Three years of experience in Treasury Management, Accounting, or a related field is preferred along with strong analytical and communication skills.
Full job description
Handles incoming service calls from Treasury Management clients, or potential Treasury Management clients, having questions regarding their current accounts and/or services. Completes client follow up resulting from inbound calls such as account maintenance, research, and follow up on information requests. Makes outbound non-sales calls to support various Treasury Management initiatives. Implements Treasury Management Products, input pricing and customer training.
Essential Job Responsibilities
1. Performs the onboarding and maintenance of Treasury Management products and services, including:
a. Business Online Banking
b. TM Online
c. ACH Origination
d. Wires
e. Positive Pay
f. Lockbox
g. Cash Vault
h. Remote Deposit Capture
i. BAI
j. EDI
k. Sweeps
l. CDARS
2. Implements Account Analysis pricing as instructed by TMO and/or TM Service Specialist (TMSS)
3. Conducts client training for Treasury Management products and services
4. Assists with demos for potential TM clients
5. Handles incoming service calls from Treasury Management clients including but not limited to:
a. TM Platform access issues and inquiries
b. Troubleshooting
c. Password Resets
d. Existing deposit and loan account inquiries
e. Account inquiries
6. Completes client follow-up resulting from inbound calls (i.e. account maintenance requests, records research, appropriate mailings, outbound calls to other departments, and calls back to clients.
7. Makes outbound client service and support calls.
8. Works with Treasury Management vendors to troubleshoot issues
9. Executes trades for Mutual Fund Sweep product
10. Tests and validates file formats and layouts to ensure system compatibility
11.Initiates and actively participates in client conversations to identify and appropriately address client needs.
12. Identify additional customer needs through interaction and send follow-up to Treasury Management Sales.
13. Performs and documents User Acceptance Testing on TM products.
14. Aids in the development, implementation, maintenance and enforcement of procedures.
Bona Fide Occupational Qualifications_____
1. High school diploma or equivalent required. Three (3) years of experience in Treasury Management, Accounting or related field is preferred
2. Above average analytical ability.
3. Proficient reading, writing, and grammar skills; proficient analytical and mathematical skills; proficient communicative and interpersonal relations skills.
We passionately work toward our mission to improve the financial lives of our neighbors and their
businesses.
Industry
Banking
Company size
1,001-5,000 employees
Founded
1982
Headquarters
Indiana, PA
LinkedIn followers
10,767
We know why we’re here: to put you first. We do it by building long-term relationships with our customers and our employees. By reaching out to the communities we live and work in. By listening and helping to find the best solutions to get you to your financial goals.
Our success is built on creating an authentic community banking experience, delivered by caring and talented employees. Each team member is valued for the ideas they bring to the table, knowing we make stronger business decisions through the diversity of our workforce. We are committed to developing thoughtful leaders who want to make a difference in the places we live and work through careers in banking.
Member FDIC
FCB NMLS # 479240
Offices: 601 Philadelphia Street, Indiana, PA 15701, US
Personal BankingMortgageBusiness BankingInsuranceand Wealth AdvisingBankingBanking & LendingFinance
How many Customer Service & Support jobs are open in Pittsburgh, PA right now?
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Which companies are hiring for Customer Service & Support roles in Pittsburgh, PA?
Companies currently hiring include UPMC, Starbucks, PNC, CVS Health, BNY, among others. Browse the listings above to see every active employer.
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