Responsible for performing best in class customer service and operational support duties relating to Treasury Management products and services for the Bank.
Requirements
- Provides a full range of best in class professional, technical and general support to customers and Bank personnel.
- Performs customer setups; prepares contracts and maintains customer files; tracks sales records, monitors product usage and systems authority.
- Resolves problems within given authority.
- Assists in providing a written response to Request for Proposals.
- Helps in the coordination and support of audits and examinations.
- Provides clerical assistance in training Bank personnel on the features and benefits of Treasury management products and services.
- Performs a variety of routine daily tasks; reviews reports, prepares correspondence; and participates in special department projects.
- Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with customers and/or staff involved.
- Consistently applies superior decision making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development.
- Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.
- Answers telephones, answers questions and directs callers to proper Bank personnel.
- Assumes responsibility for various department functions in the absence of staff members or in overload situations.
- Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
- Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type.
- Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
- Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
- Performs other duties and projects as assigned.
Benefits
- 401k plan with company match and immediate vesting
- Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA)
- Adoption, surrogacy, and fertility assistance
- Paid parental leave and family support solutions including care options for your family
- Paid vacation days, holidays, and volunteer time off
- Tuition reimbursement
- Annual mentorship program
- Leadership development resources
- Access to LinkedIn Learning
