Treasury Implementation Specialist II

Towne Family of Companies • Suffolk, VA

1d

About The Position

TowneBank is a relationship and friendship driven local bank focused on basic human values that will serve to create a warm sense of belonging and financial well-being among our family of members. We are seeking a Treasury Services Implementation Specialist who will be responsible for the successful onboarding of TowneBank members into a variety of Treasury Services including ACH Origination, Wire Transfers, Account Analysis, Corporate Online Banking (including Bill Pay), Positive Pay, Remote Deposit Capture (RDC), and other Cash Management products.

Requirements

• 1+ years of bank operations experience within the most recent ten years.
• 2+ years of experience working with PC based software applications.
• Excellent verbal and written communication skills; demonstrated ability to communicate with others professionally and tactfully, presenting information clearly and effectively.
• Intermediate level proficiency with Microsoft Word, Excel, and Outlook
• Accurate and detail-oriented, able to multi-task and prioritize using strong time management skills.
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.
• Ability to troubleshoot issues politely, patiently, and thoroughly with members, primarily via phone conversation.
• Ability to work independently and in team environments with good interpersonal skills.
• Flexibility and adaptability to change

Nice To Haves

• Knowledge and understanding of Treasury /Cash management products and services, including but not limited to Online Banking platforms, ACH Origination and Receiving, Wire and Bank Operations.
• Previous experience in training others.
• 3+ years of bank operations experience, preferably in a Treasury/Cash Management area of a financial institution.

Responsibilities

• Provide a superior experience to members during the implementation phase of onboarding into various Cash Management products, ensuring accuracy and quality in the setup of service parameters and entitlements within the service platform.
• Schedule and conduct training for members on the setup and use of cash management services via video and phone conference or in person.
• Fulfillment of service maintenance requests which may include but may not be limited to modification of service entitlements, limits, user permissions and accounts.
• Adherence to established service level agreements to make sure services are implemented in a timely fashion.
• Understand Treasury Management products and how they operate, including staying abreast of system functionality changes as enhancements and/or releases are deployed. This may include participation in testing, taking training courses and attending meetings.
• Actively engage in providing support to members via incoming phone calls, emails and tickets received from the Bank’s ticketing system, ServiceNow.
• Effectively resolve problems or issues and escalate promptly to optimize member experience.
• Performs other duties and departmental functions as assigned.
• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees