Treasury Management Services Support Specialist 2

Farmers and Merchants Bank of Long Beach•Seal Beach, CA

13d•$25 - $38•Onsite

About The Position

The Treasury Management (TM) Support Specialist 2 will provide a high level of client support and maintain back-office Support for all Treasury Management products and services, including operations process. The TM Support Specialist 2 will assist consumer and business clients with TM services including but not limited to Online Banking, Mobile Banking, Bill Pay, Remote Deposit Capture, ACH, and Positive Pay. The TM Support Specialist 2 helps with on-going support of Treasury Management services via phone calls and/or email requests for new and existing clients. The TM Support Specialist 2 will also be responsible for assisting TMS Management, TMS Product Manager, and TMS Sales as directed.

Requirements

Regulation CC
Regulation D
Regulation DD
Regulation E (EFT) Overview
Bank Secrecy Act
Privacy Act
FFIEC
FDIC Insurance
Proficiency in MS Office; Word, Excel, PowerPoint
Knowledgeable of Treasury Management products/services
Highly motivated and self-driven who can think strategically, operate independently, and take accountability for the function.
Ability to motivate, influence and collaborate with others both internally and externally.
Must have the ability to multi-task in a fast-paced environment and prioritize your focus on most impactful activities while meeting deadlines.
Strong oral and written communication skills when interacting with internal and external clients.
Strong analytical, critical thinking and problem-solving skills
Travel, as required.
Demonstrates a commitment to Client Relationship Building in all areas of job performance.
Proven propensity to learn innovative technologies and skills quickly.
Critical Thinking, Judgment & Problem-Solving Skills
Ability to respectfully communicate with Management and Co-workers
Exceptionally organized, efficient and detail oriented
Excellent Customer Service Skills
Excellent leadership and team building skills.
Motivating/Coaching Skills
Operates standard electronic computers and customary office equipment required to perform essential job functions.
Use of equipment is required, with or without reasonable accommodation, in accordance with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA).
Ability to perform repetitive movements associated with office and computer-based work.
Ability to sit and or stand for extended periods of time to perform essential job functions.
Ability to lift, carry, or move objects weighing up to 25 pounds, with or without reasonable accommodation.
Ability to use hands and fingers to manage, manipulate, or feel objects and operate standard office equipment.
High School Diploma

Nice To Haves

Preferred candidate must have two to three (2-3) years of relevant Treasury Management experience, preferably in Treasury Management operation.

Responsibilities

Provide client support for all Treasury Management products and services including calls (e.g., internal, and external client calls), coordinating support with TM Fulfillment
Knowledgeable on all Treasury Management products and services, including Treasury Management setup and back office/client facing system functionalities.
Helps support internal TMS Support and Call Center employees.
Help maintain new client relationships through various department administrative systems.
Supports TM Support Specialist 3 or TMS Management with new product implementation and training to TM Support
Works with TM Support Specialist 3 or TMS Management to help maintain quality control of internal and external calls by supporting the call queues.
Back up other department responsibilities including projects and other duties assigned.
Communicate issues with TM Support Specialist 3 or TMS Management about Online Banking vendors and provide additional support when necessary.
Help support TM Sales Support Associate, during training on products and services, and helps review and develop clients facing marketing slicks, how-to guides, and videos.
Help TM Support Specialist 3 or TMS Management troubleshoot issues, identifying and mitigating risks.
Develop strong knowledge of Bank and TM products, internal policies, and procedures to professionally respond to client and branch inquiries.
Support User Acceptance Testing (UAT) of Treasury Management products, services, and systems, including releases and enhancements.
Document internal and external requests (CRM Events), including but not limited to: Requests received via centralized email inbox, Requests from clients from calls, Service requests through Bank specified software.
Work with TM Support Specialist 3 or TMS Management to open cases with an Online Banking vendor via telephone or web whenever outside assistance is needed. Support follow-up until resolution is completed.
Develop the ability to assess troubleshoot and/or resolve technical issues with ACH, RDC and Wire transfers with little or no supervision.
Learn how to review online activities via Patrol.
Perform other duties/projects assigned by TMS Management