Treasury Client Support Specialist

Who we are:

Cornerstone Capital Bancorp, Inc., headquartered in Houston, is a Texas-based financial services company dedicated to helping families, businesses, and communities thrive. Through its primary subsidiary, Cornerstone Capital Bank, the organization operates a community and business banking franchise alongside a premier national home lending, servicing, and home insurance platform-based financial services company dedicated to helping families, businesses, and communities thrive.

Guided by a core Mission, Vision and Convictions statement, Cornerstone operates 17 full-service banking locations across major Texas markets and more than 150 mortgage offices nationwide.  The company has served nearly 700,000 customers through its family of brands, including Cornerstone Home Lending, Roscoe Bank, Peoples Bank, Cornerstone Servicing, and Cornerstone Insurance. Supported by 1,600 team members, Cornerstone is consistently recognized as a Fortune-certified Great Place to Work® and a Top Workplace.  

Formed through the combination of Cornerstone Home Lending and The Roscoe State Bank, Cornerstone brings more than a century of experience and is the highest-capitalized new bank in Texas history.

Who we are looking for:
We are seeking a Treasury Services Client Support Specialist to join our team! The Client Support Specialist plays a key role in delivering exceptional customer service and day-to-day support to clients utilizing the bank’s treasury management products and services. This role serves as a primary point of contact for client inquiries through a shared support inbox and phone line, assisting with service requests, troubleshooting online banking and treasury-related issues, and coordinating timely resolution of client needs. You will have a direct impact on the client experience through providing exceptional service, effective problem-solving, and the ability to manage multiple priorities in a fast-paced, client-focused environment.        

What you’ll do:

• Monitor and respond to incoming client requests through the Treasury Services support inbox and dedicated support phone line
• Serve as a primary point of contact for day-to-day client service needs related to treasury management products and online banking services
• Assist clients and troubleshoot all inquiries related to online banking access, system navigation, entitlements, file uploads, and treasury products/services (ACH, wires, Positive Pay, remote deposit capture, account transfers, reporting, and other treasury management services)
• Research and resolve client service issues quickly, accurately, and professionally, escalating more complex matters to the appropriate internal teams when necessary
• Partner with Treasury Sales, Deposit Operations, Treasury Operations, Fraud, and other internal departments to coordinate issue resolution and ensure a seamless client experience
• Provide guidance and education to clients on treasury product usage, best practices, fraud prevention tools, and available service features
• Support periodic client outreach, follow-up, and service check-ins to enhance product adoption and strengthen client relationships
• Assist with special projects, service reviews, testing, and cross-functional initiatives related to treasury management support and client experience
• Protects the firm by applying sound risk management protocols and adhering to regulatory requirements and being fully aware of all BSA/AML requirements
• Maintain working knowledge of treasury management products, system enhancements, policy changes, and regulatory or risk-related requirements impacting client support

• Perform other duties as required

What you’ll need to be successful: 

Success in this job relies on your time management skills, organization, and positive attitude.  In addition, you’ll need the following qualifications:

• Excellent communication and presentation skills to present to clients and internal partners
• Exceptional verbal and written communication skills
• High School Diploma / GED Required
• This position requires 1-2 years of experience in Treasury Management or 2-3 years of previous banking experience.
• Experience with and working knowledge of account analysis, TM products/services, online banking systems, and an understanding of offering a “white glove” experience preferred
• MS office expertise (MS Excel, Word, Outlook, PowerPoint)

What we offer: 

Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.

What to do next: If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're part of our Cornerstone family, we'll continue to invest in you as a valuable asset in our company. As many of our team members can tell you, there's something special about working at Cornerstone.