Treasury Services Specialist

NESBSouth Easton, MA
1d$23 - $27Onsite

About The Position

Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality of living, working and raising a family in each of the communities we serve. Recognized as a Top Place to Work, our continued investment in growth and innovation doesn’t end with just our products and services - let NESB invest in your tomorrow by starting a career with us today . Shop Local. Bank Local. Work Local. Position Summary The Treasury Service Specialist implements, supports and manages the day-to-day and servicing of the Bank’s treasury products by handling client requests and working hand in hand with the Treasury Services team, Business Banking Officers and other internal teams.

Requirements

  • Bachelor’s degree or combination of education and relevant work experience required.
  • Minimum of 3-5 years banking experience with a minimum of 1 year of treasury services experience required.
  • Possess strong verbal and written communication skills
  • Ability to handle multiple tasks simultaneously in a competent and professional manner
  • Proficient in Microsoft suite of products
  • Knowledge of check system as well as electronic usage
  • Basic understanding of core operating systems

Responsibilities

  • Reviews various Treasury Services activity reports for ongoing monitoring and periodic review.
  • Contacts ACH origination customers of rejected files and provides additional training as necessary.
  • Reviews Positive Pay Exception activity and contacts customers as necessary.
  • Responsible for monitoring ACH Manager for the processing of exception files.
  • Responsible for posting Safe Point credits daily.
  • Provides new service onboarding and training for Treasury Management services.
  • Provides product demonstrations to potential customers and conducts training for new/existing customers and internal teams.
  • Provides direct assistance to Commercial and Business Banking customers on all deposit and Treasury Management needs.
  • Monitors customer activities across all Treasury Management services and presents findings and recommendations to customers as well as to other departments, as necessary.
  • Manages risk exposure relative to Treasury Management services.
  • Provides timely and responsive customer service by meeting agreed-upon deadlines and commitments
  • Assists with updating and developing Treasury Management procedures.
  • Identifies cross-selling opportunities with existing Treasury Management customers and makes recommendations based on their needs.
  • Actively participate in team meetings, provide input, and training
  • Works closely and collaboratively with other departments in the Bank, treating all employees with respect
  • Assists with Treasury Services audit research requests as needed.
  • Maintains knowledge of Treasury Management policies and procedures and follows all bank policies and procedures, and compliance regulations
  • Assumes responsibility for special projects as assigned.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service