Treasury Management Assistant

IBOCMcallen, TX
Onsite

About The Position

IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. This is an in-office position. The Treasury Management Assistant role provides high-level administrative support by conducting research, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.

Requirements

  • Active Listening
  • Coordination
  • Instructing
  • Learning Strategies
  • Reading Comprehension
  • Service Orientation
  • Speaking
  • Time Management
  • Writing
  • High School Diploma or GED
  • Proficient in Microsoft computer applications

Responsibilities

  • Create, maintain, and enter information into databases such as treasury workflow and document delivery program.
  • Upload agreements signed by customers to have Service center enroll customer into approved services.
  • Responds to overnight emails, which commonly are addressing customer and bank concerns.
  • Responds and remedies customer facing issues within our online banking services.
  • Prepare reports, memos, letters, and other treasury management documents.
  • Respond and request approval from account officers and senior executive lending officers with Deposit Express overlimit approvals for Item Processing.
  • Answer phone calls and direct calls to appropriate parties or take messages.
  • Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, etc.
  • Operate office equipment, such as computers, copiers, or phone systems and arrange for repairs when equipment malfunctions.
  • Other duties as assigned
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