Treasury Management Specialist - Banking #26-11

First Federal•McMinnville, OR

12h•Onsite

About The Position

First Federal is seeking a Treasury Management Specialist I to join their team. This is an entry-level role within the Treasury Management department, providing technical support, product implementation, and customer service for business banking clients. The ideal candidate is detail-oriented, customer-focused, and eager to develop expertise in treasury management products. This position is located on-site at their corporate headquarters in McMinnville, Oregon.

Requirements

High school diploma required
2+ years of experience in banking, treasury management, operations, or customer service preferred.
Strong troubleshooting abilities for computer platforms, browsers, and banking software.
Intermediate-level skills in Microsoft Office Suite (Word, Excel, Outlook).
Professional telephone, written, and verbal communication skills.
Strong data entry and time management skills.
Ability to work independently and collaboratively within a fast-paced environment.
Sound judgment, organizational skills, and the ability to manage confidential information.
Pre-employment drug screen - excluding Marijuana
Criminal background screen
Consumer credit report

Nice To Haves

Associate's degree or higher preferred

Responsibilities

Provide customer service and technical support for treasury management products, including business online banking, ACH, remote deposit capture, positive pay, and wire transfer services.
Assist with product implementation by inputting technical specifications and setting up services for business customers.
Perform on-site client training and troubleshooting as needed.
Support new product rollouts and provide ongoing training for clients requiring additional assistance.
Maintain customer records, treasury management sales data, and service agreements.
Assist in annual relationship reviews for treasury management clients.
Monitor and report treasury management service fees.
Conduct debit card maintenance, issuance, and troubleshooting.
Process incoming and outgoing wire transfers, including OFAC verifications.
Review and process stop payments, service charge reversals, and account research requests.
Assist with merchant deposits and ATM check deposit reviews.
Respond to customer inquiries via phone, chat, and email, providing solutions for online banking, mobile banking, debit card issues, and bill pay services.
Field and resolve customer complaints with professionalism and empathy.
Adhere to all banking regulations, including BSA/AML compliance.
Complete required compliance training and demonstrate knowledge of banking regulations.
Ensure all customer interactions and transactions comply with internal policies and regulatory requirements.