Treasury Management Coordinator

The Bippus State Bank•Huntington, IN

8d•$55,000 - $80,000

About The Position

The Treasury Management Coordinator is responsible for the day-to-day administration, implementation, support, and continuous improvement of the Bank's Treasury Management Program. In partnership with Operations Leadership, the coordinator helps develop and maintain treasury management products, procedures, training resources, and customer support processes. The role serves as the primary operational resource for treasury management services and works with relationship managers, lenders, vendors, and customers to ensure services are implemented, supported, and administered effectively. This is not a sales role, and the coordinator does not own commercial banking relationships. Relationship managers retain customer relationship ownership; the coordinator provides implementation support, operational administration, customer training, and ongoing program coordination. Strategic decisions about treasury products, pricing, service offerings, and program direction are established in partnership with Operations Leadership and other Bank leaders.

Requirements

Associate's or bachelor's degree in Business, Finance, Accounting, Banking, Information Systems, or a related field preferred.
Minimum of three years of banking experience preferred.
Experience in Deposit Operations, Digital Banking, Treasury Management, Cash Management, Commercial Banking Support, or related banking functions preferred.
Experience onboarding customers, implementing banking products, or coordinating operational processes preferred.
Experience developing and delivering training to customers or employees preferred.
Experience working directly with business customers preferred.
Treasury management experience is preferred but not required; equivalent combinations of education, training, and experience may be considered.
Knowledge of banking products, services, and operational processes.
Strong customer service and relationship management skills.
Excellent written, verbal, and interpersonal communication skills.
Strong presentation and training abilities.
Ability to manage multiple priorities and projects simultaneously.
Strong organizational skills and attention to detail.
Ability to identify issues, evaluate options, and recommend practical solutions.
Ability to work collaboratively across departments and with external vendors.
Proficiency with Microsoft Office applications and banking technology platforms.
Ability to learn and maintain expertise in evolving treasury management products and services.

Nice To Haves

Understanding of treasury management services such as ACH origination, online banking, wires, remote deposit capture, positive pay, and user administration.
Relevant certifications or education.

Responsibilities

Partner with Operations Leadership to develop, administer, and maintain the Bank's Treasury Management Program.
Maintain treasury management procedures, workflows, forms, training materials, and operational documentation.
Support implementation of treasury management products, services, and enhancements; coordinate product updates, vendor communications, and system enhancements.
Evaluate treasury management services and identify opportunities for improvement; maintain current knowledge of products, services, and industry developments.
Serve as the primary internal operational resource for treasury management questions.
Coordinate treasury management implementations for business customers, including meetings, training, enrollment, security controls, user administration, and testing.
Work with relationship managers, lenders, Operations staff, and vendors to ensure accurate implementations in accordance with Bank procedures; monitor progress and complete outstanding items.
Develop and maintain training materials, user guides, reference materials, procedures, and educational resources for employees and customers.
Provide treasury management training and promote understanding of services, security practices, and fraud prevention tools.
Serve as a primary contact for treasury management service and support requests; troubleshoot products and services and coordinate issue resolution with vendors, IT, Operations, and relationship managers.
Support customer maintenance, including limit changes, service modifications, and user administration, in accordance with Bank procedures.
Guide customers through system administration and self-service capabilities; track open service issues through timely resolution.
Partner with relationship managers, lenders, and bankers; participate in customer meetings and treasury discussions as needed.
Assist relationship managers in identifying appropriate treasury management solutions and support annual reviews and customer service discussions.
Promote sound treasury management practices and customer security controls, and support fraud prevention efforts.
Assist with audits, examinations, risk assessments, and vendor reviews; monitor processes for adherence to Bank policies and procedures and maintain awareness of applicable regulations and industry developments.
Monitor treasury management utilization, implementation activity, and service effectiveness; maintain program metrics and management reporting.
Identify and recommend improvements to customer experience, operational efficiency, program administration, training, and service offerings to Operations Leadership.
Participate in special projects related to treasury management and business banking services.