Treasury Services Sales Support Specialist Position Available In Nash, North Carolina
Tallo's Job Summary: The Treasury Services Sales Support Specialist position in Rocky Mount, NC provides administrative and customer support to the Treasury Services team and external customers. Responsibilities include managing setup requests, generating agreements, handling eSignatures, and serving as a liaison between customers and various internal teams. Candidates must have strong communication skills, be proficient in Microsoft Office, and have at least two years of experience in administrative support or banking.
Job Description
Treasury Services Sales Support Specialist 3.6 3.6 out of 5 stars 100 North Church Street, Rocky Mount, NC 27804
POSITION:
Treasury Services Sales Support Specialist
REPORTS TO
Treasury Services Support Team Leader
REPORTS TO THIS POSITION
None
FLSA STATUS
Non-Exempt
ROLE SUMMARY
: This position provides administrative and customer support to the Treasury Services team and external customers.
SPECIFIC JOB FUNCTIONS
(DUTIES/RESPONSIBILITES ): Manage incoming setup requests for new and existing customers. Generate, send, and maintain Treasury Services Agreements for new and existing customers. Understanding and management of eSignature capability for Treasury Services Agreements. Order and ensure delivery of Treasury Services product related equipment to customers. Receives, reconciles and submits scanner invoices from Benchmark Technology to Accounts Payable. Notifies branch to apply applicable charges. Register and assign tokens to existing customers. Manage replacement project for expiring tokens. Be familiar and knowledgeable with all treasury services, including complex services such as ACH, Zero Balance Accounts, Sweep Accounts, etc. Serve as liaison between the customer, Onboarding Excellence, Treasury Services Specialist, and Billing Teams. Manage and complete the Annual Repurchase Sweep Disclosure Mailing Project. Respond to customer and internal partner inquiries related to Treasury Services set-ups. Primarily manages the Support Team group mailbox. Assist with scheduling customer trainings and follow ups post training. Participate in special projects for Treasury Services department as assigned. Perform other duties as assigned.
JOB REQUIREMENTS
:
KNOWLEDGE/SKILLS/ABILITIES REQUIRED
Ability to work independently with expected supervision and oversight. Possess the necessary interpersonal skills needed to communicate effectively and maintain a friendly, courteous and professional manner. Ability to make sound decisions within proper authority and use good judgment based on policy and procedures. Be able to determine when to act independently and when to refer situations to a higher authority. Proficient in Microsoft Word, Excel, PowerPoint, Outlook and internet based applications. Excellent communication, both orally and in writing; good listening skills. Ability to comprehend and follow instructions in a timely manner. Maintain a professional and pleasant manner even with distractions and under deadlines. Must be able to organize daily work flow. Maintain a professional appearance and work area. Local travel may occasionally be required.
EDUCATION/EXPERIENCE REQUIREMENTS
High School diploma or general education degree (GED) or equivalent. Minimum of two years’ experience in an administrative support role or working in a banking environment. Capable user of standard office equipment/software applications.
