Practice Support Specialist

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Practice Support Specialist in United States.

This role sits within a dynamic commercial banking support environment, where you will serve as a key escalation and resolution expert for complex client servicing needs across treasury management and commercial banking products. You will act as a trusted subject matter expert, supporting both internal teams and external clients by troubleshooting technical and service-related issues tied to platforms such as ACH, wire transfers, lockbox, and digital banking tools. The position requires strong ownership of end-to-end issue resolution, ensuring clients receive timely updates and effective solutions. Operating in a fast-paced, client-focused setting, you will collaborate closely with banking specialists, operations teams, and treasury professionals. This is a highly detail-oriented role where precision, communication, and problem-solving directly shape the client experience. You will also contribute to continuous improvement by identifying recurring issues and supporting process enhancements.

• Manage and resolve complex client service requests across commercial banking and treasury management products, ensuring full ownership from intake to final resolution.
• Act as a subject matter expert for systems and services such as ACH, wire transfers, Fifth Third Direct, EDM, lockbox, and related banking platforms.
• Provide technical and service support to internal teams and external clients through phone, email, and CRM-based interactions.
• Troubleshoot system issues involving hardware, software, communication, and process failures, escalating when necessary.
• Document all client interactions, case updates, and resolutions accurately within CRM systems.
• Collaborate with banking specialists, treasury officers, and operations teams to ensure seamless service delivery.
• Conduct root cause analysis on recurring issues and communicate trends to management for process improvement.
• Prepare supporting documentation for completed service requests and investigations.
• Maintain strong service standards by managing time effectively and prioritizing competing requests.
• Ensure high-quality written and verbal communication in all client and internal interactions.

Requirements:

• High school diploma or equivalent required; additional education in business or finance is a plus.
• 3+ years of experience in banking, financial services, or commercial client support roles.
• Strong understanding of treasury management products and remittance processing is preferred.
• Experience working with complex client service issues in a fast-paced environment.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent written and verbal communication skills.
• Ability to multitask, prioritize, and manage multiple cases simultaneously.
• Proficiency with basic PC tools and CRM systems.
• Strong organizational skills and ability to work independently with minimal supervision.
• Customer-focused mindset with a commitment to service excellence and accountability.

Benefits:

• Competitive base salary range aligned with experience and location
• Comprehensive healthcare coverage including medical, dental, and vision plans
• Retirement savings plan with employer contributions
• Paid time off and holidays
• Access to mental, emotional, and social well-being programs
• Career development and learning opportunities
• Inclusive and supportive workplace culture
• Additional employee benefits supporting financial and family well-being