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Treasury Management Customer Service information

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$49.5K

$105.7K

$150.5K

How much do treasury management customer service jobs pay per year?

As of Sep 10, 2026, the average yearly pay for treasury management customer service in the United States is $105,672.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,000.00 and $121,500.00 per year, depending on experience, location, and employer.

What is treasury management customer service?

Treasury Management Customer Service refers to specialized support provided to businesses and organizations that use treasury management products and services offered by banks or financial institutions. This often includes assisting clients with cash management, payment processing, fraud prevention, account reconciliation, and electronic banking solutions. Treasury management customer service representatives help resolve issues, answer questions about products, and ensure smooth daily financial operations for clients. Their goal is to enhance the efficiency and security of a company’s financial transactions.

What are the key skills and qualifications needed to thrive as a treasury management customer service professional?

To thrive as a Treasury Management Customer Service professional, you need a strong understanding of banking products, cash management services, and financial regulations, typically supported by experience in finance or a related field. Familiarity with treasury management systems, online banking platforms, and customer relationship management (CRM) software is essential. Excellent problem-solving abilities, attention to detail, and effective communication skills help you deliver solutions and foster client trust. These skills are vital for efficiently resolving client inquiries, ensuring compliance, and maintaining strong business relationships in a competitive financial environment.

What are the typical challenges faced in a treasury management customer service role, and how can I prepare for them?

In a Treasury Management Customer Service role, one common challenge is managing complex client inquiries regarding products like ACH payments, wire transfers, and account reconciliation. You may also encounter time-sensitive issues that require quick resolution while maintaining accuracy. To prepare, it's helpful to develop strong communication skills, learn about treasury products, and practice effective problem-solving. Collaboration with internal teams, such as technical support or relationship managers, is often necessary to resolve client issues efficiently. Staying current with industry regulations and software tools will also set you up for success.

How to get into treasury management customer service?

To enter treasury management customer service, candidates typically need a bachelor's degree in finance, accounting, or a related field. Relevant skills include strong communication, problem-solving, and knowledge of banking software or treasury management systems; certifications like the Certified Treasury Professional (CTP) can enhance prospects. Experience in banking or financial services is often preferred for entry-level roles.

Is treasury management a good career?

Treasury management is a stable career that involves managing a company's finances, cash flow, and financial risk. It requires skills in finance, accounting, and often certification such as the Certified Treasury Professional (CTP). The role offers opportunities for advancement and typically involves working in corporate finance departments or financial institutions.

What do treasury management customer service do?

Treasury management customer service professionals assist clients with managing their company's cash flow, banking transactions, and financial operations. They provide support for services such as account management, payment processing, and fraud prevention, often using specialized banking software. Strong communication skills and knowledge of financial products are essential for this role.

What cities are hiring for Treasury Management Customer Service jobs?

Cities with the most Treasury Management Customer Service job openings:

What states have the most Treasury Management Customer Service jobs?

States with the most job openings for Treasury Management Customer Service jobs include:

What are popular job titles related to Treasury Management Customer Service jobs?

For Treasury Management Customer Service jobs, the most frequently searched job titles are:

Treasury Management Customer Service jobs near you

Treasury Management Officer

Irvine, CA

CommerceWest Bank
Commercial Banking • 11 - 50 employees
Learn more about CommerceWest Bankexternal

Full-time

Medical, Life, Retirement, PTO

Re-posted yesterday

Job description

Job Summary: Under the direction of the Treasury Management Manager the Treasury Management Officer's primary responsibility is to support the Bank's clientele with the Treasury Management needs and provide support for Online Banking, ACH Electric Wire Originations, Lockbox, Debit Card Orders, Bill Pay, Opening New Accounts, Cas Vault Services, RDS and Credit Cards. This position is highly involved in external client support calls in answering questions and problem resolution of the Bank's Treasury Management products and services.

Qualifications:

  • A minimum education level of a High School diploma. College degree preferred.
  • 4-5 years of general banking exp., including Treasury Management Support and knowledge and experience with bank core processing software.
  • Possess exceptional organizational skills and the ability to multitask.
  • Knowledge of financial institution policies and procedures
  • Ability to maintain a high degree of confidentiality and professional demeanor.
  • Excellent verbal and written communication skills. Ability to communicate effectively with all levels of personnel with strong presentation skills.
  • Proven microcomputer skills. Must be proficient in Word and Excel. Well organized, flexible and follow the Banks Core Values
  • Able to work independently and with minimal supervision.

What we offer:

  • Competitive salary
  • 100% company- paid health insurance for you and your dependents, including supplement benefits (Life, AQD&D, LTD)
  • 401k company matches dollar for dollar for the first 6%
  • Perks at work program (Discounts to food, shopping, theme parks, movie tickets, travel, gym membership, concerts and sporting events) and Flexible Spending Account
  • Stocked employee lounge with snacks, gourmet coffee and tea station with a recently updated modern kitchen and appliances.
  • Great culture, generous paid time off, holidays, fun office events, monthly luncheons, business casual environment and so much more!


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