Treasury Management Services Supt. Analyst I
About The Position
The Treasury Management Services Support Analyst I supports the Treasury Management Services Team Lead in providing Treasury Management services to established business customers. The role provides technical support, handles Treasury Management product offerings, and delivers a high-quality, client-centered experience to internal and external clients. The analyst reviews daily Treasury Management reports and takes actions in accordance with policies, helps gather product usage information for reporting, and participates in testing new products and upgrades. The role also maintains client documentation, communicates system changes to users and staff, identifies cross-sale opportunities, and serves as a backup for the Treasury Management Specialized Team Lead.
Requirements
- Bachelor’s degree or equivalent experience.
- Two to three years of experience in Treasury Management or customer service, with a strong emphasis on Treasury Management products such as Jack Henry.
- Advanced computer skills, including proficiency in Microsoft Office applications such as Word, Excel, and PowerPoint.
- Knowledge of related state and federal banking compliance regulations.
- Strong verbal and written communication skills and the ability to communicate at all levels of the organization.
- Fluency in English and Spanish, including speaking, understanding, reading, and writing both languages.
- Strong attention to detail and accuracy.
- Ability to multitask, with strong organization, time-management, and prioritization skills.
- Customer service skills to ensure satisfaction of internal and external customers.
- Ability to understand and comprehend instructions, procedures, and policies and ensure compliance with the Bank’s policies and procedures.
- Ability to work under pressure and independently, make decisions according to established guidelines, and complete tasks accurately and on time.
- Strong problem-solving and analytical skills, including identifying root causes and presenting recommendations with minimal to no supervision.
- Strong interpersonal skills and the ability to work with integrity and ethically while upholding organizational values.
- Strong presentation skills for audiences at all levels of the organization.
- Ability to drive change to improve customer experience and enhance the bank.
Responsibilities
- Respond to inquiries and provide technical assistance and customer service to internal and external clients regarding Treasury Management products and services; escalate issues in a timely manner for resolution.
- Review daily Treasury Management reports detailing transactions and activities and take necessary actions in accordance with policies.
- Assist with gathering product usage information for month-end and bi-weekly reporting.
- Participate in testing and evaluating new products and upgrades to existing products.
- Assist in creating and maintaining client user guides, instruction manuals, and department procedures in a timely manner.
- Coordinate and communicate system upgrades, enhancements, or changes to internal and external Treasury Management system users and internal front-line staff.
- Identify cross-sale opportunities.
- Serve as a backup for the Treasury Management Specialized Team Lead.
- Complete the assigned annual training program.
- Perform other functions and duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
