Treasury Sales & Service Support Specialist jobs in United States
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S&T Bank · 15 hours ago

Treasury Sales & Service Support Specialist

S&T Bank is seeking a Treasury Sales & Service Support Specialist who will be responsible for various Treasury Management sales and service support functions. The role involves providing customer support, managing requests for new products, and maintaining strong relationships with bank employees across departments.

BankingFinancial ServicesWealth Management
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Growth Opportunities

Responsibilities

Provides proactive and reactive sales and service support to Branches and Business Bankers by demonstrating product knowledge and strong customer service skills
Maintains working knowledge of all Treasury Management products and department procedures
Assists in maintaining up-to-date corporate and departmental policies and procedures
Attends periodic educational opportunities to stay up to date on regulations/rules
Manages customer requests for new products, updates and maintenance of existing account documentation and corresponding Bank/Treasury documents to properly setup products/document updates
Corresponds with customers by email and phone
Works with appropriate Bank personnel to produce the required documents
Sends the Documents to the customer and reviews executed documents for proper completion
Delivers documents to the corresponding processing area(s)
Acts as primary point of contact with customer to resolve discrepancies related to documentation or authorization of customer requests
Assigns work received via email to CTO and Deposit Operations/Wire employees as part of normal job duties
Acts as liaison between Branches/Business Bankers and CTO/Deposit Operations/Wire teams in performing authentication and completeness checks on customer paperwork
Maintains a good working relationship with bank employees in other departments and business lines. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization
Performs other duties as assigned, and as necessary to support the successful operation of the department

Qualification

Customer ServiceTreasury ManagementDocument ManagementProduct KnowledgeInterpersonal Skills

Required

Requires a high school diploma or equivalent, plus specialized training, a two-year degree or equivalent work experience
Requires five to ten years general experience with two to five years specialized Customer Service and/or Treasury Product experience preferred
Provides proactive and reactive sales and service support to Branches and Business Bankers by demonstrating product knowledge and strong customer service skills
Maintains working knowledge of all Treasury Management products and department procedures
Assists in maintaining up-to-date corporate and departmental policies and procedures
Attends periodic educational opportunities to stay up to date on regulations/rules
Manages customer requests for new products, updates and maintenance of existing account documentation and corresponding Bank/Treasury documents to properly setup products/document updates
Corresponds with customers by email and phone
Works with appropriate Bank personnel to produce the required documents
Sends the Documents to the customer and reviews executed documents for proper completion
Delivers documents to the corresponding processing area(s)
Acts as primary point of contact with customer to resolve discrepancies related to documentation or authorization of customer requests
Assigns work received via email to CTO and Deposit Operations/Wire employees as part of normal job duties
Acts as liaison between Branches/Business Bankers and CTO/Deposit Operations/Wire teams in performing authentication and completeness checks on customer paperwork
Maintains a good working relationship with bank employees in other departments and business lines
Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization
Performs other duties as assigned, and as necessary to support the successful operation of the department

Preferred

Requires five to ten years general experience with two to five years specialized Customer Service and/or Treasury Product experience preferred

Company

S&T Bank

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S&T Bank was founded in 1902 as “Savings & Trust Company of Indiana” with a single location in Indiana, Pennsylvania.

Funding

Current Stage
Public Company
Total Funding
unknown
1992-04-24IPO

Leadership Team

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Chris McComish
Chief Executive Officer
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Bill Kametz
Executive Vice President, Deputy Chief Credit Officer
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Company data provided by crunchbase