TM Onboarding Specialist I

First Financial Bank • Antis Township, PA

6d • Onsite

About The Position

Provides operational and quality assurance support for the implementation and training of Treasury Management products and services. Products supported by Treasury Management are: ACH Services, Business Online Banking and Business Bill Pay, Lock Box, Remote Deposit Capture, Positive Pay, Payroll Card, Wire Transfer Services. Onboarding Treasury Management clients from implementation to training clients to use Treasury Management products. Participate in weekly Implementation Status Update Calls with Treasury Management Sales support staff. Reviews Treasury Management Agreements to ensure proper execution. Performs quality assurance on Treasury Management implementations as required. Responsible for updating implementation and quality assurance procedures as needed. Works on special projects as needed. Assists with other daily operational activities as needed. Perform other duties as assigned.

Requirements

• Minimum of one year of banking experience (teller, personal banker, operations, etc.).
• One year of strong customer service experience, preferably in financial services.
• Excellent written/verbal communication and customer service skills.
• Proficiency in Windows based applications.
• Ability to meet training standards.
• Analytical skills geared toward problem solving, time management, and prioritization are essential.

Nice To Haves

• Preferred experience in working with an internet bank.
• Knowledge of Legal Documentation required for new account opening.
• Detail oriented.
• Effective communication skills – both verbal and written
• Ability to establish positive working relationships across the organization
• Solid technical proficiency in the use of PC software and systems.

Responsibilities

• Onboarding Treasury Management clients from implementation to training clients to use Treasury Management products.
• Participate in weekly Implementation Status Update Calls with Treasury Management Sales support staff.
• Reviews Treasury Management Agreements to ensure proper execution.
• Performs quality assurance on Treasury Management implementations as required.
• Responsible for updating implementation and quality assurance procedures as needed.
• Works on special projects as needed.
• Assists with other daily operational activities as needed.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree