Commercial Treasury Sales Support Administrator

S&T Bank•Main Office, CA

7d•$16 - $33•Onsite

About The Position

Responsible for various administrative functions which include administrative and non-sales functions being 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.

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

Nice To Haves

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.