Treasury Management Specialist

ServisFirst Bancshares
Huntsville
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 2+ yearsEducation: high_schoolSkills: ["Written communication","Verbal communication","Organizational skills","Multi-tasking","Analytical ability"]

Provide technical support and training for ServisFirst’s Treasury Management products and services. Respond to client inquiries and support calls, communicate product updates, and manage yearly reviews for remote deposit and ACH clients. Install and maintain remote deposit scanners, process service agreements, and support implementation through site visits and statement analysis to identify opportunities. Also train internal teams and ensure compliance with applicable regulations and policies.

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ServisFirst Bancshares
ServisFirst Bancshares
2 days ago

Treasury Management Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Provide technical support and training for ServisFirst’s Treasury Management products and services. Respond to client inquiries and support calls, communicate product updates, and manage yearly reviews for remote deposit and ACH clients. Install and maintain remote deposit scanners, process service agreements, and support implementation through site visits and statement analysis to identify opportunities. Also train internal teams and ensure compliance with applicable regulations and policies.
Location: Huntsville
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Entry level

Key Responsibilities

  • •Respond promptly to client inquiries and answer technical support calls for Treasury Management products and services.
  • •Communicate service/product updates to clients and conduct yearly reviews for remote deposit and ACH clients.
  • •Install remote deposit scanners, provide maintenance, and review remote deposit machine inventory.
  • •Process Treasury Management services agreements and occasionally support sales appointments with Officers for implementation/support.
  • •Conduct client training and statement analysis for prospects, including site visits for high-risk remote deposit clients, while ensuring compliance with applicable regulations and policies.

Key Requirements

  • •High school diploma (bachelor’s degree preferred).
  • •Two (2) years of experience in customer support or a related role.
  • •Experience in banking preferred.
  • •Excellent written and verbal communication skills with a proven ability to document issues and provide instructions.
  • •Proficient with Microsoft Outlook, Word, Excel, and PowerPoint; experience using Java and Adobe software preferred.
Experience:2+ yearsBankingCustomer supportRemote depositACH
Education:High School
Skills:Written communicationVerbal communicationOrganizational skillsMulti-taskingAnalytical ability
Tech Stack:Microsoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPointJavaAdobe

Company Brief

ServisFirst Bancshares
Bank holding company for ServisFirst Bank, offering commercial banking services including deposits, lending, treasury management, and private banking. Serves businesses and individuals primarily across the southeastern United States.
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: Birmingham, United States
Founded: 2005
WebsiteLinkedIn