Treasury Client Services Professional II (Fintech)

TL;DR

Treasury Client Services Professional II (Fintech): Providing technical and operational support to Commercial Banking customers for DDA and Treasury Management products with an accent on treasury optimization and regulatory compliance. Focus on resolving complex customer issues, managing account documentation, and maintaining product expert status.

Location: Onsite in Oklahoma City, Dallas, Denver, Fort Worth, or Tempe (US)

Salary: $50,000 - $65,000

Company

hirify.global is a financially strong organization providing commercial banking, treasury services, and wealth management.

What you will do

• Manage a portfolio of commercial and corporate clients, reviewing receivables, settlement activity, and account needs.
• Review account documentation and collaborate with Compliance and Legal to address regulatory requirements and BSA/AML CIP information.
• Troubleshoot and resolve DDA and Treasury Management system issues in coordination with Operations, IT, and third-party vendors.
• Serve as the primary customer contact, providing timely responses, product training, and effective issue resolution.
• Identify and refer cross-sell opportunities to Relationship Managers to expand client services.
• Track customer issues and system trends using Salesforce and support product testing.

Requirements

• Bachelor’s Degree and 3-4 years of experience in bank operations or customer service (or 7-8 years equivalent experience).
• Excellent knowledge of banking and Treasury Management products and delivery systems.
• Strong understanding of Bank operations and professional customer service etiquette.
• Proficiency in Microsoft Office, specifically Excel and Word.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to handle multiple professional requests concurrently.

Culture & Benefits

• Culture centered on integrity, collaboration, and innovation.
• Environment where team members are empowered to share perspectives and drive success.
• Strong emphasis on continuous learning to stay current with industry trends.
• Supportive and visionary team atmosphere focused on long-term career growth.
• Comprehensive training and development programs.