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EverBank · 1 week ago

Business Support Relationship Specialist

United States

Full-time

Remote

Entry, Mid Level

$25/hr - $33/hr

2+ years exp

EverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients. They are seeking a Business Support Relationship Specialist who will discern client treasury management needs and provide ongoing support for banking products and services, ensuring high client satisfaction.

FinanceFinancial Services

Responsibilities

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

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 apply this knowledge to efficiently assess and resolve client issues

Understands and explains the banking service charge structure and methodologies including fees, earnings credits, compensating balances, and account analysis system functionality

Complies with all appropriate banking regulations and all banking policies and procedures including those regarding bank security and the code of conduct

Qualification

Treasury Management ImplementationTreasury Management systemsClient-facing experienceSFTP file transfersBanking regulations complianceCommunication skillsProblem-solving skills

Required

High School Preferred

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

Understands and explains the banking service charge structure and methodologies including fees, earnings credits, compensating balances, and account analysis system functionality

Complies with all appropriate banking regulations and all banking policies and procedures including those regarding bank security and the code of conduct

Preferred

2+ years of professional Treasury Management Implementation experience

Advanced knowledge of Treasury Management systems, applications, and products (E.g. ACH Origination, Online Wire Transfers, Payment Files, Positive Pay, Sweeps, ZBAs, Business Online Banking portals)

Client-facing experience resolving complex requests and escalations like phone support for advanced Business Online Banking portal functionality

Experience with SFTP file transfers and Treasury Management payment file processing requirements

Experience implementing Treasury Management products and services

No Experience Required; 2+ Years Preferred