Treasury Management Specialist

IBOC • Mcallen, TX

4d • Onsite

About The Position

IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. Time Type: Full time This is an in-office position. Department: 740 Treasury Management Job Summary: The Treasury Management Specialist is responsible for assisting existing and prospective customers which includes collaborating with business and operations areas to smoothly and efficiently on-board new relationships or services. Receive required service request documents and agreements, as well as reviewing and rectifying any discrepancies. Assisting customers with their inquiries and advising them on how to obtain the appropriate service and resolving issues with treasury services as well as identifying cross-selling opportunities. Assisting with and supporting all treasury management customer service and training projects and maintaining current knowledge of products, policies, operations, and other key treasury management information. Job Description: ESSENTIAL JOB FUNCTIONS The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.

Requirements

• Active Listening
• Instructing
• Mathematics
• Reading Comprehension
• Service Orientation
• Speaking
• Time Management
• Writing
• High School Diploma or GED

Nice To Haves

• 1+ years related banking experience is preferred
• 1+ years customer service experience is preferred
• Proficient in Microsoft computer applications

Responsibilities

• Understand online banking systems with a major focus on the IBC LINK (commercial) system and the services provided to commercial customers
• Maintenance and support of the commercial online banking systems (Link)
• Review monthly account analysis statements to ensure proper billing
• Train customers on system functionality for commercial produces offered through Treasury Management
• Provide administrative support to Treasury Sales and Treasury Market Manager (not all markets will have a Treasury Market Manager). Support includes scheduling meetings, document preparation, maintain customer files.
• Perform other related duties as directed by management.
• Operate office equipment, such as computers, copiers, or phone systems and arrange for repairs when equipment malfunctions.
• Manage and maintain department and executives' schedules.
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED