Treasury Management Support Specialist

As a Treasury Management Support Specialist at Legacy Bank, you'll be a trusted resource for our clients and internal teams, providing expert support across a range of treasury services.

You'll play a key role in empowering businesses by delivering thoughtful solutions tailored to their needs, maintaining operational excellence, and fostering relationships built on trust and reliability.

This role blends technical expertise, customer service, and process improvement to deliver an extraordinary client experience.Responsible for supporting the delivery and administration of treasury and cash management services for commercial and small business clients, providing client and internal support, assisting with onboarding and account servicing, maintaining compliance and documentation standards, coordinating with vendors and internal partners, and contributing to reporting, process improvements, relationship management, and department initiatives.This role embodies Legacy Bank's values of Relationships, Empowerment, Reliability, Kindness, and Legacy in both customer and employee experiences.

Major Duties and Responsibilities Client Support & Relationship Management - Provide direct support to commercial and small business clients through various channels, assisting with product onboarding, account openings, and training.

Collaborate closely with the department Director to establish and maintain customer touchpoints, including quarterly and annual reviews, and contribute to ongoing sales strategies.

By resolving inquiriesincluding fraud-related issuesand recommending tailored solutions, youll build lasting relationships and help clients make the most of Legacy Banks treasury and cash management services.

Treasury & Cash management Services - Support a suite of treasury services including ACH Origination, Positive Pay, Online Wires, Remote Deposit Capture, Sweep Services (ZBA, Loan, Investment), Credit Card and Merchant Services, and Online Banking Access.

In addition, youll conduct annual security and underwriting reviews to ensure compliance with processing limits and risk ratings, and perform periodic file audits to maintain complete and accurate client documentation.

Communication & Collaboration - Serve as a key point of contact for internal teams, clients, vendors, and other financial institutions, addressing transaction concerns and escalating issues when needed.

Engage with key vendors for ongoing support, ensuring smooth service delivery and issue resolution.

Your role includes sharing technical and procedural knowledge and supporting cross-functional collaboration.

Training & Special Projects - Identify opportunities to provide consultation, identify new business needs, and recommend suitable products or services.

Introducing new applications or procedures, and participating in special projects that enhance department performance.

Your ability to clearly communicate and ensure task completion will be essential to success.

Must comply with all...