Treasury Management Specialist

ServisFirst Bancshares
United States
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 5+ yearsEducation: bachelorsSkills: ["Customer service","Organizational skills","Time management","Communication","Interpersonal skills"]

Support clients and internal teams for ServisFirst’s electronic banking and treasury management products, including online banking, ACH, wires, e-statements, lockbox, remote/mobile deposit, and sweeps. Provide call support via phone, email, and online systems; schedule installations and training; implement treasury management services and assist with account setup/charging and exception approvals. Coordinate with other departments, distribute user communications, escalate outages, and help ensure compliance with applicable regulations and policies.

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ServisFirst Bancshares
ServisFirst Bancshares
21 hours ago

Treasury Management Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Support clients and internal teams for ServisFirst’s electronic banking and treasury management products, including online banking, ACH, wires, e-statements, lockbox, remote/mobile deposit, and sweeps. Provide call support via phone, email, and online systems; schedule installations and training; implement treasury management services and assist with account setup/charging and exception approvals. Coordinate with other departments, distribute user communications, escalate outages, and help ensure compliance with applicable regulations and policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Provide support for incoming and external calls related to electronic banking products and services, including ACH, wires, internet banking, and e-statements via phone/email/online systems.
  • •Schedule and provide installation and training with clients for treasury management products over the telephone.
  • •Implement treasury management products and services such as ACH origination, check positive pay, remote/mobile deposit, online wires, lockbox, retail online banking, and sweeps.
  • •Coordinate with other banking departments on pending items/issues and assist sales staff with complex implementation requests and client reviews.
  • •Perform routine daily tasks and departmental project work, prepare user letters, assist with temporary limit increases, process lockbox transactions, identify/escalate outages, and ensure compliance with applicable policies and regulations.

Key Requirements

  • •High school diploma or equivalent; Bachelor's degree preferred.
  • •Five (5) years of related experience.
  • •Knowledge of electronic banking products and general bank operations.
  • •Knowledge of basic accounting and related federal/state banking regulations.
  • •Working knowledge of Microsoft Outlook, Word, Excel, and PowerPoint, with strong client service and communication skills.
Experience:5+ years
Education:Bachelor's
Skills:Customer serviceOrganizational skillsTime managementCommunicationInterpersonal skills
Tech Stack:Microsoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

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