Job Summary
The Commercial Services Specialist as part of the Commercial Services team primary responsibilities includes but not limited to set-up, training & maintenance of clients utilizing Treasury Management services such as business online banking, mobile banking, Remote Deposit Capture (RDC), ACH & Wire services, Lockbox, Cash Sweep Program, Cash Vault and business fraud services. This includes monitoring of the Cash Management e-mail inbox for client account inquires, generating and sending Cash Vault reporting, Positive Pay exception monitoring and troubleshooting via e-mail, phone or WebEx. Occasional on-site set-up of Treasury Management services and training.
The Commercial Services Specialist also works closely with Treasury Management on the implementation of new products or services. The specialist is responsible for communicating challenges to Treasury Management, Product or any other internal business partners to ensure positive ongoing client experiences. Will review workflows and update procedures as needed, to ensure that the bank has procedures that are current with both regulations and current technology updates.
This position will provide technical, operational, product and banking support to an assigned portfolio of Commercial and Treasury Management customers. This role is also a key support partner of Government Banking, Warehouse Lending and the Commercial and Treasury Management Sales Officers, as well as second level support for front line employees.
• Performs customer product installations and system configurations through coordination of implementation schedules. Conducts customer training on treasury management products, services and tools.
• Provides professional, technical and general product support to commercial customers and bank personnel. Assumes responsibility for follow-up and resolution of treasury problems. Support internal and external customers with troubleshooting assistance for Treasury Management services, including but not limited to business online banking, Wire & ACH processing, remote deposit capture, fraud services, mobile banking and bill pay.
• Responsible for opening and closing deposit accounts for Warehouse Lending and ensuring all requests are completed accurately and in compliance.
• Ensures ongoing compliance and monitors risk related to products and services. Responsible for fraud monitoring and documentation verification of Treasury Management related applications and agreements. Performs testing for system updates. Completes continued education and training to keep updated on banking and payments industry.
Job Responsibilities:
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