Treasury Management Specialist II - #307648

The Treasury Management (TM) Specialist II is responsible for onboarding, implementation, and the day-to-day support for commercial and TM clients.

PRINCIPLE DUTIES AND RESPONSIBILITIES

• Ensures delivery of consistent, high quality customer service via telephone and email to TM clients.
• Manages the client experience throughout the onboarding process and throughout the relationship.
• Creates TM agreements, services implementation, and coordinates customer training.
• Assists with updating/improving internal procedures and processes.
• Works closely with retail or branch to gather appropriate client documentation to complete opening of new accounts and ensures adherence to existing policies and procedures for commercial customers.
• Assists in the coordination and support of audits and examinations.
• Demonstrates strong and demonstrated collaboration, facilitation, and conflict management skills.
• Recognizes irregular, suspicious, or fraudulent transactions and escalates when they occur on a timely basis.
• Adheres to established Service Level Agreements “SLA’s”.
• Keep informed about trends and best practices with respect to TM.
• Performs other duties as assigned.

EDUCATION AND/OR EXPERIENCE

• Bachelor’s degree, preferred.
• 3+ years experience in treasury business, required.

KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent communication skills, both verbal and written.
• Honesty and respect for confidential information.
• Strong attention to detail and organization.