Business Support Relationship Specialist at TIAA (Jacksonville, FL)

| Jacksonville, FL
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The Business Support Relationship Specialist discerns each client's treasury management needs (via interviews, transaction history, and modeling tools) and advises them as to the features and benefits of each product and/or service, prepares and tracks all necessary approval documentation, facilitates an error free and on-time implementation, and properly trains the client to effectively utilize each service. Under limited supervision, this job is responsible for providing each client with ongoing support of all banking products and services in a manner that exceeds client expectations.

Key Responsibilities and Duties
  • Establishes and maintains business relationships by evaluating client needs and recommending the appropriate treasury management products and/or services primarily through telephone, email, and chat.
  • Maintains expertise on all current banking treasury management product and service features, functionality, and pricing such that all related client inquiries and reported issues can be responded-to quickly and accurately.
  • Facilitates the timely and accurate implementation and delivery of treasury management products and services by proactively interfacing and coordinating with the appropriate business units.
  • Understands and explains the banking service charge structure and methodologies including fees, earnings credits, compensating balances, and account analysis system functionality.
  • Maintains a thorough working knowledge of all banking business account types to be able to combine this knowledge with that of treasury management products and/or services in order to properly assess client needs and discern where currently-enrolled products and services should be modified for the benefit of the client.
  • Assist clients and banking business units with complicated support issues in such a manner as to provide an exceptional client experience.
  • Complies with all appropriate banking regulations and all banking policies and procedures including those regarding bank security and the code of conduct.
Educational Requirements
  • High School Preferred
Work Experience
  • No Experience Required; 2+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work
Career Level

Preferred Qualifications:
  • Experience supporting treasury management applications to include online banking, remote deposit capture, automated clearinghouse (ACH), wire transfers, positive pay, electronic bill pay, zero balance accounts (ZBAs), sweeps, lockbox, and other treasury management application functionality and processes
  • Business banking support experience to include treasury management (i.e. cash management/electronic banking operations) or treasury implementations with client training
  • Experience with treasury management online banking security processes and procedures
  • Two (2) years of client issue resolution via telephone
  • FIS systems experience


Potential Salary: $23.29 USD

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

As a part of TIAA's Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

Privacy Notices

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More Information on TIAA
TIAA operates in the Fintech industry. The company is located in New York, NY, Boston, MA, Charlotte, NC, Austin, TX and Denver, CO. TIAA was founded in 1918. It has 11484 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 86 open jobs at TIAA, click here.
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