Salary Not Available

Position range in Gregg County $28k - $66k Per Year Treasury Management Customer Service Specialist II

(Confidential)

Occupation:

Financial Specialists, All Other

Location:

Longview, TX - 75604

Job Type:

Regular, Full Time (30 Hours or More), Permanent Employment, Day Shift

Posted:

09/16/2026

Positions available: 1

Source:

WorkInTexas

Web Site:

WorkInTexas

Onsite /

Remote:

Work onsite all of the time

Updated:

09/19/2026

Expires:

10/16/2026

Job #: 17069617

Job Requirements and Properties

Help for Job Requirements and Properties. Work Onsite

Full Time Education

High School Diploma or Equivalent Schedule

Full Time Job Type

Regular Duration

Permanent Employment Shift

Day Shift Public Transit

Available Benefits Help for .

Job Summary:

Responsible for effective and compliant support, as well as customer training for Treasury Management Products including ACH, RDC, Wires, Positive Pay, Merchant Services, and Lockbox etc. Works with entire Treasury Management Team on supporting and maintaining relationships with all Treasury Management customers. Provides secure, accurate, responsive, and courteous customer service to both internal and external customers at all times. Maintain strict confidentiality of customer and banking relationships. Primary objective of this position is to be a trusted advisor to every internal and external customer. Inspires confidence and builds lasting relationships by consistently exhibiting each of the trusted advisor skills in order to help our customers identify and achieve their financial goals.

Essential Job Functions:

Provide extraordinary front end phone support for Treasury Management to both internal and external customers with 90% or greater observation results.

Primary for responding and taking care of Treasury Management customer support related needs through our group email, digital chat and secure digital messaging.

Primary on completing daily Treasury Management reports

Primary for scheduling and completing training with new and current Treasury Management customers virtually or in person on all products and services.

Assist with the support/development of new products or enhancements to current products.

Assist Management team to further develop and enhance

Customer Training Other Functions:

Assists with ongoing monitoring of risks of Treasury Management customers.

General knowledge of all banking products for potential cross-selling opportunities.

Assist with training and developing new team members on all treasury management support functions

Other duties as requested by their supervisor or other management representatives of the bank.

Must comply with all bank policies and procedures that are job related and/or consistent with business necessity.

Qualification Requirements:

Two years college desired and/or banking school with a minimum of 3-5 years banking experience and support related experience preferred.

At least 2-3 years Treasury Management Support desired.

Have a working knowledge and a desire to use Electronic Banking products… i.e. Online Banking, Mobile Banking & Treasury Management.

Proficient use of computer software such as Excel, MS Word, Access and ability to use banking software and platforms.

Have very strong decision making, problem solving skills.

Excellent written and oral communication skills.

Possess a clear understanding of the division and company goals and communicate and support them to others.

Have strong interpersonal and leadership skills and ability to work with diverse staff and customer base effectively.

Ability to use efficient time management and organizational skills to accomplish goals and benchmarks.

Be able to perform the essential functions of the job with or without reasonable accommodation and without posing a direct threat to the health and safety of self or others.

Exhibits the required trusted advisor behaviors during every customer interaction.

General Physical Demands and Workplace Conditions:

Must be able to exert up to 20 pounds of force occasionally, and up to 10 pounds of force frequently, and a negligible amount of force constantly to lift, carry, push or pull or otherwise move objects within the immediate work station.

Must be able to walk, sit or stand frequently, up to 50% of the time.

Must be able to tolerate encounters with coworkers and customers under the following conditions:

Atmospheric pollutants or allergens, including but not limited to fumes, odors, dusts, poor ventilation;

Changes in indoor/outdoor temperatures encountered in travel between buildings and branches.

Other physical attributes required to successfully perform the essential functions above include finger agility, talking, and listening.