Treasury Customer Service Specialist bei Vast Bank

Description

Vast Bank is looking to hire a Treasury Customer Service Specialist!

We're a company that believes in taking care of the people who make working here possible. In addition to competitive compensation, we offer a leading employee benefit package:

• Comprehensive benefits package & 401(k) match
• Professional development- opportunities for advancement!
• Tuition assistance
• Transit reimbursement
• Paid time off
• & more!

Qualifications

Summary Of Role

The Treasury Customer Service Specialist plays a pivotal role in delivering exceptional service to Treasury Management clients by providing operational support, onboarding assistance, and product education across all Treasury platforms. This position requires a blend of customer-facing service excellence, operational accuracy, and proactive problem-solving. The role supports daily inquiries, technical troubleshooting, training, product implementations, and internal coordination to ensure client satisfaction and adherence to service level agreements.

Major Duties and Responsibilities

• Customer Support & Communication: Respond to all Treasury Management support inquiries via email and phone with professionalism, accuracy, and timeliness.
• Product Support & Training: Provide detailed support and training on Treasury products, including online banking, wire transfers, scanners, Positive Pay, ACH, and Remote Deposit Capture.
• Operational Execution: Process manual wires, reset credentials, research transactions, track exceptions, and coordinate interdepartmental workflows to support seamless customer experiences.
• Account Lifecycle Management: Assist with onboarding and offboarding processes—open, modify, or close accounts and services as needed. Ensure accurate documentation and billing requests are completed.
• Client Implementation & Setup: Prepare and manage customer agreements, Treasury enrollments, and initial product configurations. Deliver onboarding support and system walkthroughs.
• Maintenance & Documentation: Maintain internal tracking logs, software databases, and documentation (e.g., indexing in OpenText, spreadsheets). Update and audit client files for accuracy and compliance.
• Cross-Departmental Liaison: Serve as the link between clients and internal departments, escalating issues and ensuring collaborative resolution.
• Backup & Audit Support: Serve as backup for LockBox processing and assist with monthly audits, project participation, and peer quality control as needed.

Knowledge & Skills

Experience

• Minimum of 1+ years in a customer service, banking operations, or Treasury Management-related role preferred
• Proficient in Microsoft Office and comfortable navigating banking systems and customer support tools
• Knowledge of Treasury Management products (ACH, Wires, RDC, Positive Pay) is strongly preferred
• Experience with customer onboarding and/or implementation is a plus

Education/Certifications/Licenses

Highschool diploma or GED

Interpersonal Skills

A high level of trust, discretion, and professionalism is required to handle sensitive financial matters and maintain client confidence. This role routinely involves clear, empathetic communication and collaboration with both internal stakeholders and external customers. Strong emotional intelligence and the ability to educate, influence, and resolve concerns effectively are essential.

Role Important Behavioral Skills

Communication skills: Strong written and verbal communication skills. Ability to explain complex processes in a client-friendly manner.

Organizational skills: Capable of managing multiple responsibilities with precision and timeliness. Strong attention to detail and ability to prioritize tasks based on urgency and importance.

Problem-solving skills: Uses sound judgment and critical thinking to investigate and resolve client issues effectively.

Proactivity: Acts independently to identify needs and provide solutions. Demonstrates initiative and a forward-thinking mindset.

Teamwork: Values collective success and contributes to a positive, solution-oriented team culture. Is willing to assist others and support shared goals.

Adaptability: Responds with flexibility to shifting priorities, system changes, and evolving client needs. Open to growth and feedback.

ADA Requirements

Physical Requirements

Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.  Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.

EEO Statement
It is the policy of Vast Bank to afford equal opportunity in all phases of employment without regard to an individual’s race, color, creed, religion, gender, national origin, age, disability, marital status, ancestry, sexual orientation, unfavorable military discharge for qualified individuals with disabilities, and for qualified disabled veterans and veterans of the Vietnam era, to the extent required by applicable local, state and federal law.