Treasury Management Support Specialist I

Dickinson Financial CorpKansas City, MO
7d

About The Position

The purpose of Treasury Management Support is to assist the bank’s commercial clients in meeting their financial obligations, i.e., paying employees, suppliers, lenders, and shareholders. Additional commitments include fraud monitoring, risk management, cash flow monitoring, electronic banking, training, and ongoing support. The Treasury Management Support team works intimately with Treasury Sales Officers, Portfolio Managers, and Commercial Lenders to accomplish these goals. The Treasury Management Support Specialist (I) is a part of a fast-paced work atmosphere dedicated to delivering exceptional client service to the bank’s treasury clients. The team is responsible for the setup and maintenance of all treasury management products and services and providing support to the entire portfolio of the organization’s treasury clients. The ability to communicate and maintain client relationships is paramount to the position.

Requirements

  • Possess exceptional client service skills.
  • Strong problem-solving skills.
  • Motivated and organized self-starter with strong attention to details.
  • Ability to manage multiple priorities.
  • Possess effective communication (verbal, presentation, written) skills.
  • Knowledge of MS Office and Webex.
  • High School Diploma or Equivalent.
  • 2+ years client service experience required.

Nice To Haves

  • Prior Treasury Management or Business Banking experience preferred.

Responsibilities

  • Responsible for daily support of treasury management products including remote deposit capture, ACH, wire transfers, positive pay and electronic banking.
  • Display a working knowledge of all treasury management products.
  • Responsible for the implementation of treasury management products which includes initial set up of a service and training the client.
  • Provide ongoing white-glove support of all treasury management products.
  • Troubleshoot and respond to inquiries and problems of a moderately complex and technical nature received via phone call, email, or web chat.
  • Participate in communications regarding product enhancements or changes benefiting or affecting the client.
  • Assist with yearly treasury management product audits.
  • Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business.
  • Understands, embodies, communicates, and instills corporate initiatives and vision, including the Six Pillars of Success.
  • Maintains client information in complete confidence.
  • Completes other specified duties as assigned.
  • Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.
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