Business Banking Treasury Management Specialist-Hybrid

Logix Federal Credit Union•Valencia, CA

11d•$85,007 - $127,511•Hybrid

About The Position

The Treasury Management Specialist drives exceptional business member experience by delivering expert technical support, proactive issue resolution, and consultative guidance across all Treasury Management and Business Services solutions. This fuel's operational excellence by advancing cross-functional projects, streamlining processes, and supporting product implementation.

Requirements

5 years of Progressive experience with business accounts and services including a thorough understanding of the related requirements for these services
3 yesrs of Progressive experience with Treasury and/or Cash Management services including a thorough understanding of risk ratings and operational processes
A proven ability to work with all levels of employees, including Senior Management
A working knowledge of Credit Union/Financial Institution compliance & regulations
A working knowledge of the Microsoft suite of office products

Nice To Haves

4 Year / Bachelors Degree
Certified Treasury Professional (CTP) or willing to obtain upon hire
Accredited Payment Risk Professional (APRP) or willing to obtain upon hire
Experience with Symitar & Xpress Accounts preferred

Responsibilities

Performs a variety of routine daily tasks, including but not limited to report review and analysis, prepares correspondence, communicates with members and participates in department projects
Provides comprehensive technical and general support to Logix members across all Treasury Management and Business Services areas while adhering to assigned SLAs
Provides guidance and leads projects for the implementation of new treasury programs
Leverage available resources and technologies to optimize member experience with operational excellence and accuracy
Navigates multiple concurrent tasks and adjusts priorities in alignment with management direction and team collaboration
Provide consultative and insightful feedback to business members regarding Treasury Management services and products
Works closely with the Policy and Procedures department and Business Services management to create and update applicable policies and procedures, Job Aids, and PKDs
Consistently apply decision-making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development
Provide product/service recommendations to create process efficiencies and provide other business flow benefits to existing and new business members
Support Business Services Sales team by providing training on features and benefits of Treasury Management products and services
Responds to inquiries or refers inquiries to the appropriate department/person and exhibits the necessary follow-through with members or internal team members to resolve any questions or concerns that are made
Performs member setups, some may require travel; prepares member-related documents and maintains member files as it relates to general business member servicing and Treasury Management Services
Responds and supports escalated issues regarding general business servicing that includes Remote Deposit Capture with Scanners, Business Online Wires, Business Online Banking, ACH Origination, Positive Pay, business account opening, and other Treasury Management services
Works cross functionally to support process improvements, project execution and operation tasks.
Leads risk assessments for Treasury Services by recommending approval and changes to new and existing products for member eligibility.
In the absence of the Business Banking Operations Manager, may act as the point of contact with various internal and external partners regarding system functionality and issues relating to the Treasury Management services
Conducts research based on report analytics and statistics to help improve the product line up, process workflow, etc.
Provides continuous feedback to management in the form of reports, charts and statistics as requested. Prepare routine and ad-hoc reports as needed to summarize product development research, process improvement analysis, etc.
Other duties as assigned