Treasury Services Specialist - Electronic Banking (Escondido, CA)

Posted 15 days ago
Main Location
United States
Open jobs

The primary role of a Treasury Services Specialist is to provide first line phone support to the Bank’s commercial customers for various products and services.



  • Provide professional and responsive service and troubleshooting assistance to commercial clients utilizing Treasury Management Services including but not limited to:
    • Online/Mobile Banking
  • Positive Pay
    • Remote Deposit
    • Bill Payment /Integrated Payables
    • Wires
    • ACH
    • Secure File Transfers/Enhanced Reporting functions
  • Work hand-in-hand with internal teams to ensure the customers have an outstanding and reliable experience.
  • Ensure that the implementation and delivery of products and services is completed within agreed upon timeframes, adhering to policies, procedures, and regulatory requirements.
  • Customer training on product usage ensuring best practices are implemented.
  • Process requests for maintenance and modifications to existing products and services.
  • Collaborate with teammates and management in a resourceful and positive manner
  • Perform other daily operational tasks as assigned.


  • 4 -5+ years prior banking experience with advanced knowledge of Treasury Management products.
  • Advanced knowledge/experience with customer service support.
  • Internally motivated, team-oriented, ability to make decisions, create change, and promote company and personal growth.
  • Excellent interpersonal, verbal and written skills.
  • Excellent time management and organizational skills.
  • Proficient in Microsoft Word and Excel


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Treasury Services Specialist - Electronic Banking (Escondido, CA)
Pacific Western Bank