TM Client Support Specialist II

First Commonwealth Financial
Pittsburgh, Indiana
Full timeFunction: Customer Support (Service Desk)Education: high_schoolSkills: ["Analytical ability","Communication","Interpersonal relations","Mathematical skills","Troubleshooting"]

Provide service and support for Treasury Management clients, handling inbound calls, troubleshooting TM platform access issues, and completing client follow-ups for account maintenance, research, and information requests. Onboard and maintain Treasury Management products (e.g., online banking, ACH origination, wires, Positive Pay, lockbox, remote deposit capture), execute Mutual Fund Sweep trades, conduct client training and demos, and perform user acceptance testing to ensure product compatibility.

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FursaFursa
First Commonwealth Financial
First Commonwealth Financial
2 days ago

TM Client Support Specialist II

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Last checked: 9 hours agoStatus: Live

Job Summary

Provide service and support for Treasury Management clients, handling inbound calls, troubleshooting TM platform access issues, and completing client follow-ups for account maintenance, research, and information requests. Onboard and maintain Treasury Management products (e.g., online banking, ACH origination, wires, Positive Pay, lockbox, remote deposit capture), execute Mutual Fund Sweep trades, conduct client training and demos, and perform user acceptance testing to ensure product compatibility.
Location: Pittsburgh, Indiana
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Perform onboarding and maintenance of Treasury Management products and services, including Business Online Banking, TM Online, ACH Origination, wires, Positive Pay, lockbox, cash vault, remote deposit capture, BAI, EDI, sweeps, and CDARS.
  • •Implement Account Analysis pricing as instructed by TM/TM service teams.
  • •Handle incoming client service calls, including platform access issues, troubleshooting, password resets, and deposit/loan and account inquiries.
  • •Complete client follow-up after inbound calls (e.g., account maintenance requests, records research, appropriate mailings, and callbacks to clients).
  • •Conduct client training and support demos, execute Mutual Fund Sweep trades, and perform/validate file formats and user acceptance testing for TM products.

Key Requirements

  • •High school diploma or equivalent required.
  • •3+ years of experience in Treasury Management, Accounting, or a related field (preferred).
  • •Above-average analytical ability.
  • •Proficient reading, writing, and grammar skills, with strong analytical and mathematical ability.
  • •Proficient communication and interpersonal relations skills.
Experience:Treasury managementAccounting
Education:High School
Skills:Analytical abilityCommunicationInterpersonal relationsMathematical skillsTroubleshooting
Tech Stack:Business Online BankingTM OnlineACH OriginationWiresPositive PayLockboxCash VaultRemote Deposit CaptureBAIEDISweepsCDARSAccount Analysis pricingMutual Fund SweepUser Acceptance TestingFile formatsPassword resets

Company Brief

First Commonwealth Financial
Regional financial services company providing banking, lending, wealth management, and related financial products for individuals and businesses. Operates primarily through First Commonwealth Bank across Pennsylvania and neighboring markets.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Indiana, United States
Founded: 1982
WebsiteLinkedIn