Banking Support Specialist - Treasury jobs in United States
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Magellan Solutions USA (MSUSA) · 20 hours ago

Banking Support Specialist - Treasury

Magellan Solutions USA (MSUSA) is seeking a Banking Customer Support Specialist for their Digital Banking Platform. This advanced call center role involves supporting business banking customers during their transition to a new digital banking system, providing hands-on training and guided support.

Outsourcing/Offshoring

Responsibilities

Answer inbound and/or outbound calls to support business banking customers using the digital banking platform
Guide customers through basic platform features, navigation, and common tasks using step-by-step instructions
Assist customers during their transition from an older banking system to the new digital platform, following established processes and scripts
Provide friendly, patient support to customers with varying levels of digital banking experience
Lead simple, guided web-based training sessions using Skype for Business or similar tools (full training provided)
Educate customers on digital banking products and services using approved job aids and knowledge resources
Identify customer questions or concerns and escalate more complex issues when appropriate
Follow call flows and procedures to ensure a consistent customer experience
Accurately document call details, customer questions, and next steps in required systems
Ensure customer information is handled securely and in compliance with privacy policies
Complete all required onboarding, digital banking training, and ongoing learning activities
Meet individual and team performance goals related to quality, accuracy, and customer satisfaction
Work collaboratively with teammates and supervisors in a supportive call center environment
Maintain a professional, dependable work style and follow all safety, security, and attendance guidelines
Perform additional duties or rotating assignments as directed by leadership

Qualification

Treasury ManagementDigital Banking PlatformsCustomer SupportBasic TroubleshootingOnline SystemsACH ServicesWire TransfersPositive PayLockbox ServicesCommunication Skills

Required

High school diploma or equivalent required
Treasury Management experience is required, including support of business or commercial banking customers
Experience supporting customers by phone, email, or virtual tools in a fast-paced, service-focused role
Comfort working with online systems, applications, and basic troubleshooting (full platform training provided)
Online or digital banking platforms used by business or commercial clients including experience with any of the following; Bottomline, FIS Integrated Banking System (IBS), Oracle Cash and Treasury Management, SAP Treasury and Risk Management, Alkami, and FTSI
Supporting treasury-related services such as ACH, wire transfers, positive pay, lockbox, or similar services

Preferred

College coursework in business, finance, or banking is a plus but not required

Company

Magellan Solutions USA (MSUSA)

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Magellan Solutions USA is a global leader in contact/call center, business process outsourcing, and efficiency consultant services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase