Commercial Treasury Sales Support Administrator

S&T BankPlum, PA
123d$16 - $31

About The Position

The position is responsible for various administrative functions which include administrative and non-sales functions performed by TM Sales Group, reducing fraud risks, centralized customer support, and solving for process gaps across multiple departments through front line submissions and operations. The work location is either at 355 North Fifth Street Indiana, PA 15701 or 7660 Saltsburg Rd Pittsburgh, PA 15239. The work hours are Monday to Friday from 8:00 am to 5:00 pm, with additional hours as needed to fulfill the needs of the department.

Requirements

  • Requires a high school diploma or equivalent, plus specialized training, a two-year degree or equivalent work experience.
  • Requires five to ten years general experience required, with Customer Service and/or Treasury Product experience preferred.

Responsibilities

  • Proves competencies in bank operations by demonstration of product knowledge and service expectations in a successful manner.
  • Acts as liaison between TM Sales and CTO/Deposit Operations/Wire teams in performing authentication and completeness checks on customer paperwork.
  • Maintains working knowledge of all department procedures.
  • Assist in maintaining up-to-date corporate and departmental policies and procedures.
  • Attend periodic education opportunities to stay up-to-date on regulations/rules.
  • Assist in special projects, such as new product implementation and procedure documentation.
  • Acts as primary point of contact with customer to resolve discrepancies related to documentation or authorization of customer requests.
  • Manage Customer Requests for updates and maintenance of Signature Cards, Account Resolutions, Beneficial Ownership Documents, Wire Set Ups, Repetitive Money Transfer Agreements and corresponding Bank/Treasury Documents to properly complete the changes.
  • Correspond with customers by email and phone.
  • Work with appropriate Bank personnel to produce the required documents.
  • Send the Documents to the customer and review executed documents for proper completion.
  • Deliver documents to the corresponding processing area(s).
  • Follows up on deposit accounts opened and corrects deficiencies or document exceptions.
  • Assigns work received via email to CTO and Deposit Operations/Wire employees as part of normal job duties.
  • Maintains a good working relationship with bank employees in other departments and business lines.
  • Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization.
  • Performs other duties as assigned, and as necessary to support the successful operation of the department.
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