Treasury Services Support Specialist

SB Financial Group Inc.•Defiance, OH

11d

About The Position

Position will support Treasury Management and Electronic Banking areas by providing assistance with identifying customer needs, resolving customer issues, and treasury management analysis, opening new accounts and handling administrative duties necessary for the efficient operation of the departments.

Requirements

A B.S., B.A. or Associates degree in Business or a related field of study, or specialized banking education and training in related field preferred.
A minimum of three (3) years' experience in bank deposit services or treasury management support positions normally required.
Experience in Fiserv programs preferred.

Nice To Haves

Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal relations, communicative, and sales skills.
A thorough knowledge of bank deposit services and deposit services software programs.
Valid driver’s license.
Visual and auditory skills.
Excellent customer service skills.

Responsibilities

Supports and assists Treasury Management and Business Electronic Banking customers with managing the following functions, but not limited to: Business Online Banking Business Bill Pay ACH Origination Services Remote Deposit Capture Positive Pay Wire Transfer Service Merchant Services CDARS/ICS Public Funds
Assists Business customers with the installation of Treasury Management and Electronic Banking equipment and provides the appropriate customer training.
Handle special projects such as product enhancements and new product information gathering.
Open new Business accounts.
Perform electronic banking duties that include assisting Business clients with the following products: online banking, bill pay, mobile deposit, mobile banking, debit card issues/questions.
Cross train and perform as a backup resource in the Deposit Services team.
Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; complies information as necessary or as directed and provides date to appropriate bank personnel.
Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within give time frames and within established policy.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment, which is free of harassment and other forms of illegal discriminatory behavior in the work place.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Communicates with the Director of Treasury Management, other department managers, and appropriate staff personnel in order to integrate goals and activities.
Provides periodic reports to the Director of Treasury Management and other groups as required throughout the bank. This includes but is not limited to deposit account analysis, client service lists, audit logs and equipment inventory logs.