Treasury Management Specialist

Glacier Bancorp, Inc.•Missoula, MT

12h

About The Position

Under general supervision, provides a complete range of customer and branch support for all e-banking, treasury management, and commercial payment services. Processes the electronic transfer of funds for customers. Prepares and processes all documents required for each transaction. Responsible for maintaining current and proper documentation in portfolio. Adhere to all applicable policies and procedures. Maintain strict confidentiality of all customers financial information.

Requirements

A high school degree or GED is required.
Six months of banking experience.
Must possess current valid driver’s license.
Working knowledge of standard office equipment. Skills in areas related to computer operation/use including working knowledge of Microsoft applications and ability to learn new systems/applications.
Communicate Effectively: both verbally and in writing with others in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques. Demonstrate soft phone skills by treating all internal and external customers in a polite and courteous manner.
Customer Service: We are community inspired and pride ourselves on offering exceptional service to both our internal and external customers. We expect you, as an employee, to support our values and visions of Integrity, Service and Success.
Teamwork: Demonstrate ability to work independently and as part of a team. Work cooperatively and effectively with others to set and achieve goals, help others, resolve problems, and make decisions that enhance organizational effectiveness.
Professionalism: Exhibit a professional manner in dealing with others; work to develop and maintain cooperative and positive working relationships; represent the bank in a positive manner; maintain credibility with others.
Ethical Behavior: Model high standard of honesty, integrity, trust, and openness. Understand and follow through with appropriate standards of conduct and moral judgment; willing to act outside the norm when needed to adhere to ethical principles. Communicate and demonstrate actions in a consistent manner. Respect others, regardless of individual capabilities, agendas, opinions or needs.
Confidentiality: Maintain strict confidentiality regarding any information obtained during performing job duties; adhere to Bank policies and procedures regarding confidentiality.
Quality Management: Adhere to guidelines, protocol, policies, and procedures and supervisory directives; improve and promote work quality; demonstrate accuracy, thoroughness, and attention to detail; strive to achieve good results.
Adaptability: Adapt positively to change; manage competing demands and effectively handle changes, delays and/or unexpected events with a positive attitude.
Planning and Organization: Prioritize, organize, and plan work; use time efficiently; and achieve results within time frames. Complete work in a timely, accurate manner and be conscientious about assignments and deadlines.
Judgment/Problem Solving: Display ability and willingness to make sound decisions; identify and resolve problems in a timely and positive manner; exhibit sound judgment; appropriately handles both routine and non-routine situations.
Individual Responsibility and Accountability: Accept responsibility for own work performance; accept responsibility for own actions and outcomes and does not blame others. Demonstrate willingness to take initiative in performing job duties, resolving issues, and making suggestions for improvement. Conduct follow-through and meets commitments and agreements in a timely manner; relied upon by others as a source of valid information.
PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is often required to: sit; stand; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: walk; and lift or reach with hands and arms. The employee may also be required to: climb, balance, stoop, kneel, crouch, crawl, push, and pull.
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Must be capable of climbing/descending stairs in an emergency.
Specific lifting abilities required by this job include: Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.
Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
WORKING CONDITIONS: Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise.
Must be capable of up to 10% travel (e.g. 2 days/month) by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Travel will be necessary to conduct the duties of this job, and the employee must have the ability to drive and have proper licensing.

Responsibilities

Provide first line commercial electronic payments support for operational onboarding, and customer support questions including but not limited to wires, ACH, RDC, and business bill pay. Encourage customers to use all available self-service tools.
Ensure that proper records are maintained, and that safeguards and systems are in place for retention and storage as necessary. Responsible for adhering to SOX policy and procedures to ensure regulatory compliance.
Assist Treasury Operations Manager with tier I customer annual reviews including ACH and cash management risk. Verify the ACH limit in the file to ensure it agrees to the computer and retrieve appropriate authorization levels for each review. Assist department with onboarding of tier I customer setups.
Remain informed of all bank products and services. Ability to identify sales opportunities and refer business to the appropriate person for follow up and close of sale. Utilize knowledge of products and services to answer customer inquiries and ask questions that may open opportunities for sales.
Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Maintain strict confidentiality of customer’s personal and financial information.
Develop and improve skills through training programs and regular feedback discussions with supervisors which help further professional development. Participate in all training sessions and complete all assigned OnCourse compliance courses and achieve a passing score by due date.
Adhere to First Security Bank’s core values; represent the bank in a professional manner which includes a professional image, confidentiality, positive ‘can-do’ attitude, good attendance, punctuality, flexibility, and adaptability in meeting internal and external customer needs.
Display excellent customer service with both internal and external clients. Embody First Security Bank’s “Welcome” tenets: Warm – Demonstrate warmth; be genuine and approachable Engage – Engage with teammates and customers; be present in every interaction Listen – Actively listen to employees and clients Connect – Build relationships, connect with the community and teams Opportunity – Seek out opportunities to serve others Modify – Modify your approach to meet employees and clients where they are; style-flex and adapt as appropriate Experience – Create a true experience for the client by providing exceptional customer service on their financial journey
Must be capable of regular, reliable, and timely attendance to accomplish essential job functions including in-person contact with internal and external customers.
Position performs other duties as needed/assigned.