Practice Support Specialist

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  • Company Jobgether
  • Employment Full-time
  • Location 🇺🇸 United States nationwide
  • Submitted Posted 5 days ago - Updated 11 hours ago

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.


Accountabilities:
  • 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


How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

 Why Apply Through Jobgether? 

 

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

 

 

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