Treasury Services Specialist

Banc of CaliforniaGardena, CA
1d

About The Position

The primary role of a Treasury Services Specialist is to provide implementation and onboarding to the Bank’s commercial customers for various products and services within the business banking platforms. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

Requirements

  • 4 -5 years’ prior banking experience with advanced knowledge of Treasury Management products
  • Advanced knowledge/experience with customer service support
  • Internally motivated, team-oriented, ability to make decisions, create change, and promote company and personal growth
  • Excellent interpersonal, verbal and written skills
  • Excellent time management and organizational skills
  • Proficient in Microsoft Word and Excel
  • High School diploma or equivalent required

Responsibilities

  • Provide professional and responsive service and troubleshooting assistance to commercial clients utilizing Treasury Management Services including but not limited to: Online/Mobile Banking Positive Pay Remote Deposit Bill Payment Wires Secure File Transfers/Enhanced Reporting functions
  • Work hand-in-hand with internal teams to ensure the clients have an outstanding and reliable experience.
  • Ensure that the implementation and delivery of products and services is completed within agreed upon timeframes, adhering to policies, procedures, and regulatory requirements.
  • Process requests for maintenance and modifications to existing products and services.
  • Collaborate with teammates and management in a resourceful and positive manner.
  • Follow all established policies and procedures.
  • Perform other duties and projects as assigned.

Benefits

  • Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
  • Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long- term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
  • Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
  • Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
  • Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
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