Treasury Management Client Support
On-site · Albuquerque, New Mexico, United States
Job Summary
Treasury Management Client Support Specialist provides phone and online banking support for treasury management clients, acting as SME for TM products; assists with ACH/Wire inquiries, product setups, and client training; liaises between clients and vendors; supports daily/monthly audits and CRM events; participates in disaster recovery and maintains high service levels; requires thorough knowledge of TM products, ability to multi-task, and strong communication skills to support internal and external clients.
Required Qualifications
- High School diploma or equivalent
- Bachelor’s degree preferred
- 3+ years of customer service in banking
- Banking experience with TM products and services
- Familiar with bank regulations and compliance (AML, CFT, ACH)
- Strong knowledge of Microsoft Office (Excel, Word, PowerPoint, Forms)
- Excellent verbal and written communication
- Ability to maintain confidentiality
- Ability to work independently under minimal supervision
- Ability to handle stressful situations and meet deadlines
- Spanish speaking a plus
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.