Treasury Management Specialist

IBC•McAllen, TX

12h•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. 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 IBC Bank was founded in 1966 to meet the needs of small businesses in Laredo, Texas. The bank's success is a result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects it's dedication to the growth and success of it's employees, customers and communities. Our commitment to "Do More" for the communities we serve permeates our company from top down. The success of IBC and it's 50 consecutive years of growth and profitability are due to strong leadership, customer centric business philosophy and our motto of "Doing More" in our communities. Wait there's more! We offer a comprehensive benefits package, based on eligibility, benefits include: Medical Plan Employer Paid Life Insurance Flexible Spending Program 401k Profit Sharing Program Supplemental Benefit Programs such as: Vision, Dental, Disability Tuition Assistance Program Sick Leave Vacation Paid Holidays

Requirements

Active Listening
Instructing
Mathematics
Reading Comprehension
Service Orientation
Speaking
Time Management
Writing
High School Diploma or GED
Proficient in Microsoft computer applications

Nice To Haves

1+ years related banking experience is preferred
1+ years customer service experience is preferred

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