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Job description
Description
*Location specifics can be discussed with Hiring Manager*
Perform various tasks associated with Treasury Management (TM) products and services. Provides operational support to the TM Operations & Product Manager and customer service support to TM Sales Officer, Relationship Managers, and TM Customers
Requirements
Job Responsibilities
1. TM Customer Service & Operations - 75%
* Accountable for onboarding & continued maintenance/requests of all TM customers.
* Setup products/services (including account analysis)
* Maintain customer files and prepare new legal agreements/contracts for online banking customers.
* Provide customer service related to temporary limit increases on TM service transactions.
* Research, compile data and prepare periodic reviews for TM customers.
* Archive and index completed forms into image system.
* Accountable for the opening of new business deposit accounts for TM customers.
o Includes check, deposit tickets & endorsement stamp ordering and other new account related tasks.
* Process various banking transactions for TM customers such as funds transfer, deposits, wire transfers, debit card increases, stop payments, etc.
* Handle incoming telephone support for TM customers
* Hardware installation for Remote Deposit Capture and ongoing support for TM customers
2. Reporting - 20%
* Prepare and review various monthly and quarterly reports.
3. Other - 5%
* Provide back-up to Merchant Services.
* Explain bank services and charges to customers.
4. Other duties as assigned.
Competencies Required
1. Customer Focus :
* Is dedicated to meeting the expectations and requirements of internal and external
customers
* Gets first-hand customer information and uses it for improvements in products and
services
* Acts with customers in mind
* Establishes and maintains effective relationships with customers and gains their trust and
respect
1. Integrity & Trust :
* Is widely trusted
* Is seen as a direct, truthful individual
* Can present the unvarnished truth in an appropriate and helpful manner
* Keeps confidences
* Admits mistakes
* Doesn't misrepresent him/herself for personal gain
2. Problem Solving :
* Uses rigorous logic and methods to solve difficult problems with effective solutions
* Probes all fruitful sources for answers
* Can see hidden problems
* Is excellent at honest analysis
* Looks beyond the obvious and doesn't stop at the first answers
3. Time Management :
* Uses his/her time effectively and efficiently
* Values time
* Concentrates his/her efforts on the more important priorities
* Gets more done in less time than others
* Can attend to a broader range of activities
4. Timely Decision Making :
* Makes decisions in a timely manner, sometimes with incomplete information and under
tight deadlines and pressure
* Able to make a quick decision
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.