Seacoast Bank · 2 hours ago
Treasury Management Support Specialist II
Stuart, Florida, United States
Full-time
Hybrid
Mid Level
4+ years expSeacoast Bank is a financial institution seeking a Treasury Management Support Specialist II. This role involves supporting Treasury Management by completing research and maintenance for Treasury services, providing operational and customer support, and ensuring high levels of customer satisfaction.
BankingFinancial ServicesLending
Responsibilities
Maintains comprehensive understanding of all TM documentation, TM process(es)/procedures to include adherence to signing authority/controls
Reviews maintenance requests, completes maintenance requests timely with attention to detail
Processes orders for replacements scanners and return labels
Researches ACH account entries. Processes ACH offset entries as needed and performs maintenance to Core, Tracker or Online platform(s) as needed
Researches non post of RDC transactions, performs maintenance to RDC platforms as needed
Completes account servicing requests with a high degree of customer satisfaction
Reviews hourly ACH reports to ensure transmissions are occurring as anticipated
Review Positive Pay alerts daily and manages/coordinates deadline customer reachout efforts
Compiles daily, weekly and monthly reports as requested
Maintains knowledge of customer facing technology with the ability to discuss with and enroll customers in self-service products/processes, including, but not limited to internet, telephone, smart phone/tablet applications, debit card, ATM, ACH, Remote Deposit Capture (RDC) and P2P
Maintains knowledge of RDC equipment and processing. Works with customers and bank associates to troubleshoot RDC related issues
Educates customers and bank associates on features and benefits of TM products and services. Trains customers and bank associates on TM product utilization
Identifies internal and external customer service related issues, finds solutions to problems, and drives issues to resolution, creating an outstanding customer service outcome during each interaction
Exhibits strong work ethics and teamwork, collaborating with other associates within the branch and across the organization
Manages Next Day Funding files processed through Seacoast Bank’s Merchant Services vendor, ensuring files received by FIS match the files sent by the vendor. Approves or declines transactions based on matching and credits customer accounts accordingly
Maintains knowledge of TM billing and is able to assist with billing resolve/inquiries for customers and bank associates
Resolves problems or discrepancies on customer accounts in a timely manner
Schedule and prioritize work activities, effectively handling frequent interruptions while following up on commitments in a timely manner
Adheres to Seacoast National Bank’s Code of Conduct
Adheres to the highest legal and ethical standards applicable to our industry while observing both the spirit and letter of all government regulations, laws and bank policies and procedures
Conducts and manages outbound and inbound customer phone conversations to help explain TM products and services, respond to technical questions, and conduct account research
Completes other tasks as assigned
Is seen as an expert in the position, having a full understanding of each component of the job and assists others in learning job duties
Participates in committees both within and outside the scope of the role and department. Is utilized as a useful resource for other departments and internal customers and is leveraged to educate others regarding TM products, services, sales techniques, and processes
Continues to educate oneself in TM policies, procedures, processes, product knowledge, and industry advancements. Works towards learning additional functions within other TM departments including Implementation, Lockbox and Merchant Services
Qualification
Required
High School diploma or equivalent, with minimum of 4 years of previous experience in customer service or banking related fields
Must be proficient in bank operations and regulations, have an excellent understanding of banking and TM related products and services
Must have a flexible schedule, able to work during all days and hours of operations, including weekends and occasional non-bank operational hours
Excellent oral and written communication skills. Listens in order to clarify information; Sends both written and verbal messages in a clear manner, asks questions to test for clarity and understanding
Capable of dealing with complex business banking needs through a complete understanding of Treasury Management products and services; including how and why businesses utilize them
Strong customer service skills
Possess good judgment and decision-making ability. Makes timely and accurate decisions with readily available information and within clearly defined parameters, knows when to escalate matters, determines the priorities and acts within the agreed upon time frame, applies and achieves agreed upon standards of quality, identifies choices from a range of previously made decisions and selects the one which bests fits the needs of the situation
Effective organizational, problem solving and analysis skills. Organizes own work in order to complete routine tasks, establishes priorities and plans based on knowledge of team/departmental plans, seeks input from others in order to improve the plan
Ability to handle multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment
Good interpersonal skills. Adjusts comfortably to demanding situations; is patient, remains focused on resolving issues rather than defending positions
Ability to work independently. Generally exudes self-confidence: Works with little supervision, appears confident, and presents oneself with assurance
Ability to maintain a high degree of confidentiality
Work independently, requiring supervisory approval in unusual or sensitive situations
Strong customer service, operational, and telephone skills
Must be proficient in PC functions including MS Word, Excel, PowerPoint, Outlook and all bank related systems with the ability to learn other computer systems/programs quickly
Company
Seacoast Bank
Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees.
1001-5000 employees
H1B Sponsorship
Seacoast Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (4)
2021 (3)
Funding
Current Stage
Public CompanyTotal Funding
$9.19M2014-12-31Post Ipo Equity· $9.19M
1984-02-03IPO
Leadership Team
Juliette P. Kleffel
Executive Vice President, Chief Operating Officer
Recent News
2025-12-09
Yahoo Finance
2024-12-28
2024-12-28
Company data provided by crunchbase