Servbank

Customer Support

• Ensure superior experience for clients as subject matter expert
• Manage customer support requests and provide troubleshooting
• Collaborate with internal teams for client onboarding and support
• Maintain awareness of risks and compliance standards
• Document KYC and customer due diligence

Client Onboarding and Support Specialist

Operations

• Oversee the billing process for commercial client accounts through core and/or the Weiland Account Analysis System, ensuring proper client configuration of pricing, timely and accurate invoices, reconciliation of fees, and resolution of billing inquiries or discrepancies.
• Manage ACH, wire, and other electronic payment operations specific to commercial client transactions, ensuring accuracy and compliance with deadlines.
• Provide operational support to commercial clients regarding treasury management products and services; address inquiries, assist with account setup, and resolve transaction or billing-related issues.
• Assist with onboarding new commercial clients and implementing cash management tools such as online banking, ach origination, remote deposit capture, fraud prevention and other solutions as applicable.
• Adhere to internal policies and regulatory standards relevant to commercial treasury management; participate in audits and process reviews as required.
• Responsible for day-to-day support of deposit operational functions including; processing ACH files and working with mobile/RDC deposit transactions, including adjustments and returns.
• Identify and implement opportunities to streamline operational workflows, enhance system functionality (especially within Weiland), and improve the overall client experience.
• Generate and distribute operational, compliance, and billing reports for management and commercial clients.

Treasury Management Operations Specialist

Administration

• Serve as the primary administrator and subject-matter expert for the nCino platform
• Manage user access, profiles, permission settings, and perform periodic user access reviews
• Configure validation rules, workflows, automation, and business logic within nCino/Salesforce
• Support integrations between nCino and core banking systems, including Fiserv DNA
• Administer and support Fiserv Document Storage integrations and related workflows
• Manage and maintain Servbank’s Smartsheet-based ticket and request management system
• Partner with business stakeholders to gather requirements and implement application enhancements
• Support system testing, release coordination, and post-deployment validation
• Maintain application documentation, standards, and operational procedures
• Support audits, compliance reviews, and change management processes

Client Onboarding and Support Specialist

Treasury Management Operations Specialist

Banking Systems Application Administrator