Treasury Support Associate - Roanoke

Virginia Credit Union•Roanoke, VA

13d•Onsite

About The Position

This position is located onsite in Roanoke, VA. Primary Function : The Treasury Support Associate (TSA) provides a variety of support functions to both the treasury management sales, implementation, maintenance and issue resolution processes. Partners directly with the Treasury Sales Officer (TSO) to understand business member’s needs and expectations and ensure that their support needs and service levels are continuously met. The TSA is also the first point of contact for all standard requests submitted to the treasury team from front line associates. The TSA will also partner with the Transaction Operations group to conduct maintenance and issue resolution of existing services. Essential Duties and Responsibilities: Manages incoming sales referrals and inquiries from all frontline associates Prepare any forms necessary for the implementation of new services or maintenance requests Facilitate the signing and collection of agreements required for the setup of new services Perform setup specific functions related to all treasury services Member training of all treasury services to include Business Online Banking Responds to Treasury Services mailbox incoming servicing and issue inquires, Business Online Banking secure messages and sales opportunities Maintains various daily, weekly and monthly reports and associated report driven tasks May perform other duties as assigned Services MBS managed relationships: Assists TSO in the management of deposit accounts. Performs all deposit account functions to include opening, maintenance and general inquiries for MBS managed clients First point of MBS client contact for any treasury service related inquires. Handles MBS client requests for information and resolves problems promptly. Involves TSO only when needed. MBS client training of all treasury services to include Business Online Banking Coordinates with internal Member Business Services partners’ referral opportunities Helps develop long-term solutions for business members to ensure business member and account retention. Performs office support functions: Assists other support for the TSO as directed. Types letters, memos, etc. as needed. Participates in special projects as requested. Accurately perform all Bank Secrecy Act (BSA) and OFAC functions related to opening accounts, account maintenance changes, OFAC verification, reporting suspicious activity to the Security Department, and completing all required training. Other duties may be required and assigned by the Director. Prerequisites for Job : A minimum of 4 years in a business banking role, at least two of which are deposit account management or treasury services related role. Knowledge: Familiar with business deposit products Overall knowledge of financial products and services Understands a business structure and business cash management needs Experience in being on a team with direct customer/member relationships Prior experience in servicing business relationships Experience working with various finance roles of a business Will maintain a working knowledge of the current treasury products offered Skills: Strong written and verbal communication skills Strong problem solving and analytical skills Must be accurate and detail oriented Must have the ability to work independently as well as with a team Must be able to multitask and work in a fast-paced environment Proficient in using Microsoft Office applications Proficient with various virtual meeting applications Must be able to work with a sense of urgency Minimum Education and Experience: College degree is preferred Sufficient demonstrated experience with results in areas of responsibility may substitute for educational requirements

Requirements

A minimum of 4 years in a business banking role, at least two of which are deposit account management or treasury services related role.
Familiar with business deposit products
Overall knowledge of financial products and services
Understands a business structure and business cash management needs
Experience in being on a team with direct customer/member relationships
Prior experience in servicing business relationships
Experience working with various finance roles of a business
Will maintain a working knowledge of the current treasury products offered
Strong written and verbal communication skills
Strong problem solving and analytical skills
Must be accurate and detail oriented
Must have the ability to work independently as well as with a team
Must be able to multitask and work in a fast-paced environment
Proficient in using Microsoft Office applications
Proficient with various virtual meeting applications
Must be able to work with a sense of urgency

Nice To Haves

College degree is preferred
Sufficient demonstrated experience with results in areas of responsibility may substitute for educational requirements

Responsibilities

Manages incoming sales referrals and inquiries from all frontline associates
Prepare any forms necessary for the implementation of new services or maintenance requests
Facilitate the signing and collection of agreements required for the setup of new services
Perform setup specific functions related to all treasury services
Member training of all treasury services to include Business Online Banking
Responds to Treasury Services mailbox incoming servicing and issue inquires, Business Online Banking secure messages and sales opportunities
Maintains various daily, weekly and monthly reports and associated report driven tasks
May perform other duties as assigned
Assists TSO in the management of deposit accounts.
Performs all deposit account functions to include opening, maintenance and general inquiries for MBS managed clients
First point of MBS client contact for any treasury service related inquires.
Handles MBS client requests for information and resolves problems promptly.
Involves TSO only when needed.
MBS client training of all treasury services to include Business Online Banking
Coordinates with internal Member Business Services partners’ referral opportunities
Helps develop long-term solutions for business members to ensure business member and account retention.
Assists other support for the TSO as directed.
Types letters, memos, etc. as needed.
Participates in special projects as requested.
Accurately perform all Bank Secrecy Act (BSA) and OFAC functions related to opening accounts, account maintenance changes, OFAC verification, reporting suspicious activity to the Security Department, and completing all required training.
Other duties may be required and assigned by the Director.