What are the responsibilities and job description for the Business & Treasury Support Specialist position at DFCU Financial?
The Opportunity: We are seeking a Business & Treasury Support Specialist to join our team in Florida. Under general supervision, ensure a superior experience in all interactions for the member support of business banking and treasury management products including but not limited to deposit products, digital banking, ACH and wire origination, positive pay, remote deposit and other treasury management solutions.
What You’ll Do:
Provides superior member experience in a professional and responsive manner for business members, ensuring accuracy, quality and expediency through various communication channels; e.g., phone or written channels.
Provide primary support and troubleshooting for business remote (non-branch) channels, including DFCU Business Online and Mobile, Business ACH, Business wires, Business RDC, and other treasury management solutions.
Conduct quality assurance for business membership and deposit account documents and data.
Recommend process improvements for internal and external member support.
Identify training needs based on trends in incoming requests.
Maintain a high level of policy, process, procedural, and product knowledge.
Maintain a high level of user knowledge on all banking systems.
Interface with other departments to provide problem resolution for members.
Special projects, system testing, and project tasks, as assigned.
Must work any shift assigned to cover core operational hours.
Saturday hours, as required.
Other duties, as assigned.
What You'll Need:
Two years of college, Associate Degree preferred.
Demonstrated knowledge of business financial products and services.
Effective interpersonal skills to relate to internal customers in a friendly, courteous, professional manner.
Intermediate level proficiency with Microsoft Office products (Word, Excel, Outlook).
Proven time management skills and the ability to initiate and embrace change.
Strong written and verbal communication skills.
Ability to collect and analyze data. Average reasoning and mathematical ability.
