Treasury Support Specialist
TREASURY SUPPORT SPECIALIST Job Overview:
Fidelity's treasury services department provides businesses a comprehensive suite of tools to help improve their cash flow, maximize their return on idle cash, minimize instances of fraud and provide information reporting.
The Treasury Support Specialist will operate with a problem-solving mindset, considering the different ways in which Fidelity can save customers money and improve their business' cash flow.
Are you passionate about business and helping others succeed? Let's talk.
The candidate for this position will be responsible for:
Acting as a liaison between customers and bank operations, sales officers and relationship managers to ensure the delivery of quality services to meet customer's needs Independently identifying and resolving customer issues regarding bank transmissions and electronic payment channels Communicating with the operations departments to resolve technical problems related to Treasury Management products Completing monthly audits for annual renewals of ACH and RDC exposure limits Providing assistance to the Treasury Management Sales Officer in the preparation and gathering of documentation, account maintenance and customer support Overseeing client training, as well as implementation of various treasury and digital banking services Requirements for the position include:
High school diploma (or equivalent) A minimum of two years of financial services experience High attention to detail and organization Strong verbal and written communication skills The ability to work in a deadline-driven environment The ability to work late and/or flexible hours Preferred qualification for the position include:
A bachelor's degree in business related field (may be waived in lieu of experience) EO/AA Employer:
Title VII/Protected Veterans/Disability Status Recommended Skills Attention To Detail Auditing Communication Customer Service Finance Maintenance Estimated Salary: $20 to $28 per hour based on qualifications.
Fidelity's treasury services department provides businesses a comprehensive suite of tools to help improve their cash flow, maximize their return on idle cash, minimize instances of fraud and provide information reporting.
The Treasury Support Specialist will operate with a problem-solving mindset, considering the different ways in which Fidelity can save customers money and improve their business' cash flow.
Are you passionate about business and helping others succeed? Let's talk.
The candidate for this position will be responsible for:
Acting as a liaison between customers and bank operations, sales officers and relationship managers to ensure the delivery of quality services to meet customer's needs Independently identifying and resolving customer issues regarding bank transmissions and electronic payment channels Communicating with the operations departments to resolve technical problems related to Treasury Management products Completing monthly audits for annual renewals of ACH and RDC exposure limits Providing assistance to the Treasury Management Sales Officer in the preparation and gathering of documentation, account maintenance and customer support Overseeing client training, as well as implementation of various treasury and digital banking services Requirements for the position include:
High school diploma (or equivalent) A minimum of two years of financial services experience High attention to detail and organization Strong verbal and written communication skills The ability to work in a deadline-driven environment The ability to work late and/or flexible hours Preferred qualification for the position include:
A bachelor's degree in business related field (may be waived in lieu of experience) EO/AA Employer:
Title VII/Protected Veterans/Disability Status Recommended Skills Attention To Detail Auditing Communication Customer Service Finance Maintenance Estimated Salary: $20 to $28 per hour based on qualifications.
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