Treasury Sales Support Associate

In this pivotal role, you’ll ensure quality delivery and ongoing support of all Treasury Management products and services—including additions, deletions, and changes—through the completion, validation, and maintenance of setup forms, agreements, billing, and client documentation; coordination of fulfillment materials; and effective transition and ongoing support of customers across Treasury Management teams. This responsibility also includes managing a high volume of inbound and outbound client calls in a fast-paced environment, while maintaining accuracy, responsiveness, and a high level of customer service, as well as the ability to identify individual customer needs and collaborate with Treasury Officers and internal partners to deliver appropriate solutions. 

• Serve as a primary point of contact for Treasury Management customers, including complex corporate relationships, delivering high-quality service and issue resolution 
• Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism 
• Oversee the end-to-end delivery and support of Treasury Management products and services, including onboarding, maintenance, and enhancements 
• Coordinate with internal partners (Treasury Officers, Inside Sales, Sales Enablement and Billing) to ensure alignment and seamless client experience 
• Prepare, validate, and maintain all required client documentation, including setup forms, agreements, and service-related records in designated systems
• Ensure accurate and timely completion of implementations, service requests, and account maintenance activities in accordance with established service level agreements (SLAs) 
• Proactively identify, troubleshoot, and resolve issues to prevent customer impact, operational delays, or risk exposure 
• Support customer with system access, product usage, and technical inquiries, including assistance with hardware and software setup when applicable 
• Provide client education, onboarding support, and ongoing guidance on Treasury products and services 
• Deliver and maintain all client-facing materials, including user guides, instructions, and reference documentation 
• Validate and support Treasury Management billing processes, including account analysis, fee accuracy, and resolution of billing inquiries 
• Collaborate with Treasury Officers and Inside Sales to ensure pricing, billing setup, and service delivery align with client agreements 
• Monitor client activity and interactions to identify potential risks, fraud concerns, or control gaps, and escalate as appropriate 
• Facilitate smooth transitions between onboarding and ongoing support, ensuring continuity of service and client satisfaction 
• Provide cross-functional support across Treasury Management teams as needed to meet operational demands
• Applies to multiple roles within Treasury Management, including Billing, Implementation, Support, and Fraud

• High school diploma or equivalent required; four-year degree in a business-related field preferred or equivalent education and related training
• 3+ years’ experience banking required
• 3+ years’ customer service, call center, treasury management or operations experience required
• Excellent communication skills required
• Ability to multi-task required
• Strong computer and technology skills required
• Strong analytical and problem solving skills with demonstrated capacity for sound judgement
• Ability to work independently, be well organized, and manage detailed work assignments with a high degree of accuracy

POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position requires up to 10% travel.

OTHER

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.