Treasury Management Support Specialist

Job description

changes. - Assists Treasury Management Sales Officer by performing daily support activities related to commercial customers and treasury management services. - Acts as a point of contact for account officers and loan administrative assistants on evaluating commercial customer needs with regards to treasury management services (cash management, ACH, RDC, positive pay, business credit cards and merchant services). - Establish new commercial account relationships and treasury management services while ensuring compliance with policies. - Respond promptly and professionally to customer inquiries, ensuring satisfaction. - Assist in training customer and bank personnel on treasury management services. - Contribute to the development of new treasury management products and services. - Perform quality control review of treasury management agreements and other related documents in support of treasury management relationships. - Collaborate with internal departments, loan offices, and banking centers. - Handle customer records, including preparation, completion of forms, and document scanning. - Convey information, compose correspondence, and coordinate resolution of customer issues. - Atten...