Treasury Services Support Specialist

Union Savings Bank Treasury Services Support Specialist Location: Danbury, Connecticut The Treasury Services Support Specialist provides Treasury and Merchant Services issue resolution, verification, and best-in-class onboarding directly to USB's business clients. Upholding a consultative service standard, the Treasury Services Support Specialist will assist our advisory and sales personnel. They will be charged with identifying and referring solutions/sales opportunities within the department and throughout USB sectors. Enable sales growth by providing analytics, proposals/presentations, and facilitating and participating in campaign outreach efforts. Through an advisory service stance, the Treasury Services Support Specialist will be positioned to independently offer our product suite to existing clientele of USB. Client Support Primary responsibility to provide advisory support and service resolution to USB current and prospective Treasury and Merchant Services clients. Deliver an outstanding client experience by responding quickly to client requests and ensuring follow-up and escalation of client needs. Contact clients to confirm and verify data accuracy and services. Provide Treasury and Merchant Services support directly to business clients serving as contact for day-to-day operational support and ongoing, complex servicing needs of treasury management relationships. Complete onboarding process for clients accurately and timely by setting up and training clients, testing NACHA and Positive Pay files, recording services and contacts, and providing data to Treasury Management. Maintain an in-depth knowledge of all Treasury Management products, including the risks to the Bank and available controls that have been implemented. Closely track pending client issues or requests to ensure timely resolution. Provide seamless service by coordinating with key stakeholders whilst keeping the client experience in the forefront. Identify sales opportunities, product improvements, risk escalation, and operational efficiencies by communicating client needs to Treasury Operations, Treasury, Merchant Advisors, and aligned departments including Deposit and Payment operations, Product Innovation, Branch Network, Business Banking, and Commercial Banking. Through a consultative service standard, independently offer product solutions to promote retention and growth. Identify sales opportunities and route accordingly. Manage incoming referrals and maintain records of individual calls and pipeline. Assist and support Treasury and Merchant sales campaigns. Support Treasury and Merchant Advisors by providing data analysis, presentation, and proposal materials when needed. Audit & Compliance Assist Treasury Operations Manager with the following: Monitoring product risk, escalate exceptions, adhere to policies, and align procedures accordingly. Execute daily, monthly, quarterly, and annual risk reviews. Extract and archive required data to support compliance requirements internally and outside regulators. Maintain knowledge and communication of market regulatory changes. Operational Maintenance & Product Development Support partnership with USB departments (Operations, Innovation, and IT) to maintain efficient workflows and data repositories. Collaborate with cross-functional teams to define system requirements, vendor cohesion, and oversee the implementation process. Manage daily Positive Pay, ACH, Remote Deposit, and Wire process. Participate and report on assigned USB committee(s). Qualifications Education Preferred: Bachelors or equivalent work experience or better Experience Required: 2-3 years of direct advisory client service, problem resolution, and client/peer training (in-person and/or remote). Preferred: 1-3 years of operational experience, examples include onboarding new clients, workflow adherence, following approval processes, and clear secure delivery of information throughout an organization; 1-3 years of operational and risk mitigation within a financial institution; 1-3 years of direct client-facing (in-person and/or remote) advisor-level service within a financial institution. #J-18808-Ljbffr

Created: 2025-03-04