Treasury Management Customer Support Specialist

Treasury Management Customer Support Specialist

Location: Lebanon, TN

If you're looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you.

ABOUT US

Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees-through recognition, rewards, and opportunities to grow. Inside our walls, you'll find a workplace that reflects the same trusted reputation we've built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here-feedback drives decisions on workplace flexibility, transparency, and strategic priorities.

ABOUT THE POSITION

The Connective Force

Picture yourself as the lifeblood that ties everything together-the communicator, the problem-solver, the bridge between operational teams. In these roles, you handle urgent calls, craft solutions, and ensure that every signal flows correctly so customers receive the right answers at the right time. You're the one who steps in when things get tough, the superhero who keeps the mission on track. If you love variety, collaboration, and the occasional customer interaction, this is your stage. You'll work across teams, solve challenges with a smile, and make sure the entire organization moves as one.

Position Summary

The Treasury Management Customer Support Specialist I provides primary support for the treasury management phone queue assisting customers and team members with inquiries related to treasury management services, ticketing portal and responding to technical questions regarding access, functionality, and troubleshooting of business solutions. This position is knowledgeable of business solutions and identifies and capitalizes on opportunities to refer new business solutions. Treasury Management Customer Support Specialist I reports to the Treasury Sales & Support Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission.

Position Duties & Responsibilities

• Provide primary support for Treasury Management phone queue, ticketing portal and all email platforms
• Assist customers and team members with inquiries or concerns related to business solutions
• Respond to technical questions regarding access and functionality including troubleshooting of business solutions
• Complete initial set up and maintenance requests for Business Online Banking and business solutions
• Utilize sales and service strategies to retain existing relationships and enable growth of new relationships by referring business solutions as needed. Actively participates in follow-up strategies.
• Monitor service events, responding or escalating as needed
• Cross train with members of the Treasury Management Department to develop additional knowledge and skills
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks
• Attend training as requested
• Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
• Participate in outside community activities as required
• Perform other duties as assigned

Required Qualifications

• High School diploma or GED
• Bank and/or Corporate Treasury Management experience preferred
• 1 year of experience in a related role preferred
• Customer service experience preferred
• Proficient with Microsoft Office and other standard software applications
• Ability to serve customers in a courteous and professional manner
• Ability to build relationships with customers and internal teammates
• Basic organization and time management skills
• Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems
• Maintain a professional demeanor at all times
• Effective verbal and written communication skills
• Excellent interpersonal skills
• Critical thinking and problem-solving skills with the ability to recognize and resolve subsequent effects of the primary issue
• Technical skills to assist in resolving integration/connectivity issues with treasury management services
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work independently while demonstrating excellent organization and follow through
• Demonstrate flexible and efficient time management and ability to prioritize workload
• Ability and willingness to work with purpose and a strong sense of urgency
• Self-motivated, positive, and enthusiastic
• Self-starter with a strong desire to exceed expectations
• Maintain confidentiality discretion
• Ability to effectively work in collaboration with others
• Willing to grow and be challenged

COMPREHENSIVE BENEFITS & RECOGNITION

We believe success should be acknowledged and celebrated. That's why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees' contributions are recognized companywide.

GROW WITH US

"Grow With Us" is more than a slogan-it's an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.