Treasury Operations Assistant

Indiana Members Credit Union • Indianapolis, IN

2d • Onsite

About The Position

The Treasury Services Assistant assists business members with their banking needs relative to deposit accounts. This role involves assisting business members with day-to-day issues and questions, supporting Treasury Management Officers, and serving as a resource for branch personnel. The assistant will also process wire transfers, monitor new business deposit accounts, provide support for business credit cards, and assist members with setting up and maintaining Cash Management services within the digital banking platform.

Requirements

• Positive attitude. Willing to assist the team in any way appropriate.
• Knowledge of typical banking needs of business members and our business focused products and services.
• Understanding of required documentation for business accounts (and why).
• Proficient in Episys, Synergy, and digital banking applications.
• Follows wire procedures and policies without exception. Attention to detail.
• Ability to communicate well with members and co-workers.
• Exercises good judgement relative to wanting to please members and managing transaction risks. Follows established policies and procedures to minimize risk.
• High School diploma or equivalent.

Nice To Haves

• At least 1 year of banking experience.

Responsibilities

• Assist business members with day-to-day issues and questions relative to their accounts.
• Assist the Treasury Management Officers in servicing their account relationships.
• Serve as a resource for branch personnel in assisting business members. Train branch personnel on business banking processes, products, and services when appropriate.
• Process domestic and international wire transfers.
• Monitor new business deposit accounts for complete and accurate account documentation.
• Order and provide ongoing support for business credit cards.
• Assist members in setting up and/or performing maintenance of Cash Management services, authorizations, and limits within IMCU’s digital banking platform. These services include, but are not limited to, ACH Origination, Wire Transfer Origination, Remote Deposit Capture, Business Bill Pay, and Positive Pay.
• All duties as may be assigned from time to time.

What This Job Offers

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