Business Resource Specialist I

Oregon Pacific Bank•Eugene, OR

6d•$20 - $29

About The Position

The Business Resources Specialist will process treasury management product applications and changes, including, but not limited to, business online banking, ACH, RDC, positive pay, online wires, sweeps and automatic funds transfers, and Account Analysis. The BRS will provide client and co-worker technical support and troubleshooting resources. The BRS will work with the Business Resources Team on additional projects as assigned.

Requirements

Bachelor’s degree or more than two years’ experience in a similar role.
Banking experience recommended
Proficiency in Microsoft Word, Excel and Outlook.
Strong communication, technical skills and ability to work in a team environment
Ability to maintain strict confidentiality on all sensitive issues
Effective organizational, oral and written communication skills
Analytical and problem-solving skills
Understanding and application of administrative activities
Proficiency in Word, Excel, and Email applications
Ability to compose and type professional correspondence and documents
Adaptability in a fast-paced, team-oriented environment
Ability to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timelines
Ability to accomplish work assignments under minimal supervision
Ability to interpret bank policies and procedures
Ability to handle stress

Responsibilities

Support clients and co-workers, maintaining a very high level of customer service, congruent with The Bank’s reputation
Receive on-line banking and treasury management applications, addendums, and approvals
Review applications and addendums for completion and ensure proper approvals have been obtained from authorized signers and Compliance
Set-up administrative users and treasury management products on the system using the highest level of detail and focus
Perform check-back on maintenance completed by other team members using the highest level of detail and focus
Communicate with Relationship Manager to ensure timelines are met and customer experience is outstanding.
Telephone support for business clients during and after set-up
Help Desk Ticket processing and support for internal client requests
Serve as a resource for branch staff in conjunction with Relationship Manager
Complete temporary and permanent product limit increases referring to supporting documentation
Maintain a thorough understanding of all products from the client perspective
Contact DCI Support and troubleshoot client and/or system issues when requested
Be knowledgeable of bank compliance rules and adhere to Bank, Federal and State banking policies, procedures and regulations relating to this position
All other duties as assigned to meet operational needs