Treasury Services Specialist

Midland States Bank•Rockford, IL

About The Position

The Treasury Services Specialist II supports Online Banking and Treasury Service products and provides customer service to Midland States Bank staff and customers. The role verifies information and completes setup and processing for personal and business Treasury Services products, serves as a customer contact, and maintains current knowledge of product enhancements, systems, software, and hardware. The specialist works independently with minimal manager oversight and serves as a subject matter expert on one or more treasury products. The position supports training, procedures, product testing, conversions, and resolution of system or processing issues. It requires compliance with applicable regulations, security, privacy, and bank procedures. Occasional travel for training and team meetings is required, and periodic work in a Midland office may be needed to support collaboration with internal and external customers.

Requirements

  • Associate degree and/or 1–3 years of relevant banking experience and/or knowledge within a specific service or product line.
  • Ability to present a professional business image to coworkers and customers, including through verbal and written communication and personal attire.
  • Proficiency in computer technology and software applications.
  • Ability to work under stress.
  • Excellent written, verbal, and general communication skills.
  • Willingness to travel periodically to locations within the market as needed.

Responsibilities

  • Verify information for personal and business Treasury Service products and complete customer setup and processing.
  • Serve as a customer contact representative for Treasury Service products.
  • Process one or more Treasury Service products, including ACH, wire transfers, Positive Pay, Remote Deposit Capture, Lock Box, and Online Banking applications and setups.
  • Answer questions related to deposit products and applications associated with Treasury Services.
  • Process or validate reports related to assigned work.
  • Maintain current knowledge of new and existing systems, software, and hardware.
  • Set up and maintain online banking profiles.
  • Assist with instruction and training for bank staff on features and benefits of specified Treasury Service products.
  • Perform other duties and special projects as assigned by the manager.
  • Observe security, privacy, and compliance requirements, including applicable regulations such as the Bank Secrecy Act (BSA).
  • Keep current on procedures and assist with their review and testing, as well as testing of new products.
  • Train on and support all job functions within the work unit.
  • Assist with conversion processes as needed.
  • Assist team members and other operations staff as needed.
  • Help resolve system and processing issues.
  • Travel occasionally for training and team meetings, and periodically to locations within the market as needed.
  • Work in a Midland office when needed to support collaboration and internal and external customers.

Benefits

  • Comprehensive healthcare and well-being benefits.
  • Paid family leave.
  • Generous paid time off.
  • Banking perks.
  • Employee Stock Purchase Plan.
  • 401(k) plan with company match.
  • May include the opportunity to participate in a Non-Qualified Deferred Compensation plan.
  • Short-term incentives such as bonus and/or commission; may include long-term incentives such as stock awards.
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