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Treasury Management Customer Service Jobs (NOW HIRING)

WI · On-site

The Vice President -Treasury Management is responsible for providing effective and quality service to prospective and current business banking clients, generating new deposit and treasury service ...

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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:

Supervisor of Treasury Management Training and Support

Pittsburgh, PA • On-site

F.N.B. Corporation
Finance and Insurance • 1 - 5K employees

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

Primary Office Location:
626 Washington Place. Pittsburgh, Pennsylvania. 15219.
Join our team. Make a difference - for us and for your future.
Position Title: Supervisor of Treasury Management Training and Support
Business Unit: Treasury Management
Reports to: Manager of Treasury Management Operations
Position Overview:
This position is primarily responsible for supporting Treasury Management Servicing and Implementations, overseeing training for clients, sales, new products and team development. The incumbent works with managers to effectively implement new Treasury Management products and enhance existing services including testing and training. Coordinates training schedules to meet our clients and internal business needs. Looks for process improvement opportunities and provides coaching and leadership to direct teams. Supports the development of key performance indicators (KPI).
Primary Responsibilities:
Provides support to Treasury Management's internal and external clients by identifying trends and needs for improved workflows to enhance existing workflows and meet client expectations. Coordinates training schedules and availability while meeting with sales, client service and implementations to assess their needs.
Provides training and support to Treasury Management Operations, Treasury Management Sales Support and Implementations. Identifies opportunities to develop the teams as well as documents procedures to coincide with daily activities and department policies and regulations.
Provides advanced knowledge and instruction to assist Treasury Management Operations staff, clients and other Treasury Management team members in structuring and organizing client accounts and service relationships.
Assist in the supervision of the team in the absence of their manager. Escalates "rush" requests if needed and follows up with internal partners and our clients.
Assist in monitoring daily volumes and allocates staff accordingly.
Supports the testing of new services and creates scripts in partnership with Level 2 support. Assist with audit requests and create procedures and action plans.
Reviews requests from Treasury Management sales staff and ensures appropriate documentation and agreements are received from Treasury Management staff to establish new services.
Monitors recorded phone lines according to the corporate policy. Provides feedback to the managers and team. Identifies training and coaching opportunities when necessary.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in Treasury Management
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.