Treasury Management Specialist

Position Purpose:

Provide support to the Treasury Management Officers and customers for the onboarding of business online banking products and services. 

Essential Functions:

• Provide primary support to Treasury Management Officers to facilitate the timely processing of new business online banking products and services.
• Complete forms and follow up with customers to ensure quality client experience onboarding with business online banking products and services.
• Resolve administrative and new client onboarding concerns by analyzing issues; identify and coordinate appropriate solutions.
• Provide technical and operational support to the banks Treasury Management customers and branch personnel.
• Deliver exemplary level of customer service in a professional environment.
• Follow through in all aspects of the customer relationship from set-up to completion, maintenance, and ongoing customer support for business online banking products and services.
• Manage incoming requests through the Service Desk and telephone inquiries.
• Meet SLA's for new implementations, trainings, and maintenance requests.
• Ability to assess customer needs and provide solutions to meet those needs.
• Prepare monetary transfers as needed for customers, i.e., loan advances, payments, deposits, etc. and maintain client records.
• Provide on-going demos and training to clients as needed.
• Ensure client files are audit ready.
• Provide input and feedback on projects and process integration.
• Perform related duties and responsibilities as assigned.

Qualifications/Requirements:

TM Level I

• High school diploma or certified equivalency. 
• One year of demonstrated successful experience providing diversified support for business online banking products and services.

TM Level II

• Associate degree in a business-related curriculum or the equivalent preferred.
• Three or more years of demonstrated successful experience providing advanced and diversified support for Treasury Management products and services.
• Advanced working knowledge of treasury management products and services.

TM Level III

• Associate's or bachelor’s degree in a business-related curriculum or the equivalent preferred.
• Five years of demonstrated successful experience providing advanced and diversified support for Treasury Management products and services preferred.
•    Highly advanced working knowledge of Treasury Management products and services.

All levels :

• Working knowledge of treasury management products.
• Ability to be flexible in a fast-paced working environment and be adaptable to change. 
• Broad knowledge of administrative and office management practices and procedures. 
• Highly effective verbal and written communication, organizational, and planning skills are essential. 
• The ability to deal with confidential and highly sensitive situations with discretion, tact, and diplomacy. 
• Effectively elicit cooperation and support from others and coordinate the work and efforts of others. 
• Demonstrated skill and proficiency in the use of Bank Core Systems, Online/Mobile Banking Systems, Salesforce, personal computers, and the Microsoft Office Suite.

Physical Requirements: 

The work requires the ability to operate office machines and equipment, such as personal computers, printers, copying machines and telephones. The work requires the ability to communicate clearly with customers, coworkers, and others in person and on telephones. Work activities involve combinations of sitting/standing for extended periods.

Pay Range

TM Level I

• The pay range for this position is $22.67 - $38.55
• The typical hiring range for this position is $22.67 – $26.02

TM Level II

• The pay range for this position is $24.49- $41.63
• The typical hiring range for this position is $24.49 – $28.10

TM Level III

• The pay range for this position is $26.45- $44.96
• The typical hiring range for this position is $26.45 – $30.35

*Pay will be adjusted based on geographic area of candidate

All levels

• The incentive plan for this position is the Treasury Support Incentive plan. It is paid out quarterly based on treasury production.
• Employees will be eligible for our benefits package including medical, dental, and vision insurance, paid time off, retirement plans (401k with company match and Employee Stock Ownership Plan), gym membership reimbursement, discounts on our banking products, and more!  Additional information on our benefits package can be viewed at https://www.ourfirstfed.com/careers 

As a community Bank, we know the power in bringing people together from all walks of life. Our communities are beautiful and strong because of their diversity, and it’s important to us that all of our locations reflect the unique diversity of the places we live and work. We are passionate about hiring the very best talent and welcome applicants from all backgrounds.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran

First Fed invites all qualified interested applicants to apply for our career opportunities.  If you are a person with a disability and need a reasonable accommodation to use our online job search or application tools, please email Human Resources  via [email protected] or call 360-417-3182.  Note: This contact information is reserved solely for job seekers requesting accessibility assistance or accommodation in the application process.  Messages left for other purposes may not receive a response.

We are required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.