Treasury Management Business Support Specialist I

 Posted 9 hours ago
     
2-5 years experience
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AI Summary

Supports Treasury Management products by executing daily operating activities and handling client requests. Manages account portfolios, performs data entry, and resolves inquiries to ensure client satisfaction.
Overview

This is a remote role and may only be hired in Arizona. This role will work 9am - 6pm PST.

 

The Treasury Management Business Support Specialist I supports Treasury Management Bank products or services within a business unit, in the execution of daily operating activities. Works directly with individuals to address issues and respond to inquiries. Facilitates workflow and ensures client satisfaction through the handling, processing, and servicing of requests.


Responsibilities

  • Account Servicing - Manages accounts, portfolios, or packages specific to line of business, including creation and termination. Performs routine data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations.
  • Operations - Performs various operational tasks that occur during customer, vendor, and associate inquiries.
  • Service & Support - Develops relationships with customers, associates, or vendors to achieve business goals and streamline service experience. Determines target needs and provides resolution.
  • Business Proficiency - Provides knowledge in area of work. Assists in troubleshooting for both internal and external parties. May assist in promotion and distribution of Bank products or services.

Qualifications

High School Diploma or GED and 2 years of experience in Operations, or Support, or Customer Service

 

Preferred Qualifications:

  • Banking experience
  • Treasury Management experience 
  • Experience with call center or customer service over the phone 

 

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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