Treasury Management Implementation Specialist

MidWestOne Financial Group, Inc. • Dubuque, IA

32d

About The Position

Small enough to care. Big enough to deliver. This position serves as an entry level resource for the implementation of business online banking services and all TM product offerings. Will handle inbound calls to provide implementation service and maintenance support requests utilizing the TM Operations workflow management system. Ensures proper training and onboarding of client relationships. Refers more complex client set-up to TM Implementation Support II.

Requirements

• Post high school education preferred or equivalent combination of education
• Three years banking experience preferred.

Responsibilities

• Delivers implementation of business and cash management services utilizing industry best practices.
• Ensures the completion of required documentation;
• Performs set-up of new cash management services according to applicable banking guidelines and regulation;.
• Schedules installation and training with customer for all cash management services via face-to-face or electronic interactions with a customer (Online Cash Manager, bill pay, electronic statements, remote deposit capture, ACH and wire functionality, positive pay, etc.);
• Ensures all new and existing cash management services are properly charged or has the appropriate exception approvals, if applicable;
• Scans required implementation documents in MidWestOne Bank's document retrieval system.
• Expands existing relationships by suggesting additional Treasury Management services to business customers and refers to Treasury Management Sales Team.
• Utilizes MidWestOne Bank's workflow management software to manage customer tickets and document activities relating to customer interaction on a daily basis.
• Contributes to the implementation and ongoing maintenance of MidWestOne Bank's cash management technology.
• Assists with training internal customers on Treasury Management products.
• Performs other duties as assigned.

Benefits

• Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
• Career development and continuous learning opportunities
• Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
• 100% vested 401(k) Retirement Plan with 6% company match
• Medical, Dental, and Vision insurance
• Flex spending plan & Health savings accounts with employer contribution
• Student Loan Debt Reduction Program
• Employer provided group life insurance with option to purchase additional life insurance for you and your family members
• Employer provided long term and short term disability insurance
• Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
• Wellness Program
• Free banking services and other financial services discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Administrative and Support Services
• Education Level: High school or GED