Treasury Operations Analyst

Stock Yards Bank & Trust•Louisville, KY

4d•Hybrid

About The Position

Perform product and service support to Treasury Management Officers, Relationship Officers and external Treasury Management customers. Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies.

Requirements

BS/BA in business/finance or equivalent banking experience with High School/GED education
3 years banking experience with knowledge of treasury management products and services preferred
Able to work collaboratively with those inside and outside the organization
Strong written and verbal communication skills via phone, face to face and online channels.
Good analysis and research skills
Professional appearance and demeanor
Adapts well to change
Team oriented
Customer oriented
Strong time management skills
Demonstrated initiative
Proficient in Microsoft Office programs, particularly Word and Excel
Primarily sedentary work performed in an office environment
Ability to sit for extended periods of time while working at a computer
Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
Visual acuity sufficient to read computer screens, printed documents, and financial data
Occasional standing, walking, bending, or reaching
Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)

Nice To Haves

CCM/CTP/AAP Certification Preferred

Responsibilities

Provide WOW service to both internal and external customers with a sense of urgency and sensitivity to customer issues
Maintain relationships with client base and other internal departments to improve business performance
Respond promptly to all customer requests via phone, face-to-face or via online channels
Take ownership of customer issues and follow-up on outstanding requests and escalate issues when necessary
Install, train and provide technical and mechanical support for all Treasury products and services for new and existing customers
Order equipment and monitor invoicing of equipment
Maintain all aspects of the customer data base, to include exposure limits and renewal dates
Prepare department documents for imaging. Acquire, retain and translate product knowledge, to include software and equipment enhancements to both internal and external customers
Follow established policies and procedures in the set-up and maintenance of all Treasury Management products and services within the department
Support the processes to ensure all Treasury Management Support audits meet or exceed requirements
Participate in the testing and implementation of new products, services, software and hardware
Maintain working knowledge of all Treasury Management systems. Assist with training to other team members and customers as needed
Assist in the training to account officers as needed on new systems, upgrades to existing systems and internal processes
Perform duties to monitor and assist with risk limit documentation requirements
Assist with product installation/implementations using phone, PC and on-site visits as needed.
Assist with the writing and annual review of job procedure manual
Occasional customer site visits
Any additional duties assigned by supervisor as the need arises