Description

Position Purpose:

Responsible for customer support and training for all Treasury Management products and services including, but not limited to, ACH Origination, Remote Deposit Capture, Online Wire Transfers, ACH and Check Positive Pay, Commercial Online Banking, Virtual Vault, and Lockbox.

Job Duties and Responsibilities:

• Provide exceptional customer service to external and internal customers.
• Complete all product and service implementations, modification, and deletions, including but not limited to, reviewing documents for accuracy and completeness, inputting data into all related systems, auditing input, and scanning documents, accurately and according to procedure.
• Provide support for all Treasury Management products and services; including, but not limited to, ACH Origination, Remote Deposit Capture, Online Wire Transfers, ACH and Check Positive Pay, Commercial Online Banking, Virtual Vault, and Lockbox.
• Provide, support and training to clients for most Treasury Management products and services over the phone, remotely using web conferencing software and as needed, in person.
• Assist clients with file format setup and support for ACH and Positive Pay as needed.
• Answer incoming calls and respond to requests received by phone and email from internal and external customers.
• Communicate and escalate issues as appropriate to management.
• Perform a variety of routine daily task including, but not limited to, validating ACH Warehouse, review Positive Pay exceptions, Virtual Vault entries, Remote Deposit exceptions, and Large Item review.
• Maintain knowledge of and ensure compliance with applicable regulatory requirements and internal policies and procedures.
• Meet personal SMART goals.
• Complete annual training as required.
• Other duties as assigned.

Qualifications

Skills and Abilities Required:

• High level of professionalism.
• Interpersonal/service-oriented skills and aptitude.
• Ability to build professional relationships with coworkers and customers.
• High integrity and outstanding work ethic; ability to maintain confidentiality is a requirement.

• Ability to make timely, accurate and quality decisions.
• Excellent written and oral communication skills as well as the ability to read and understand policies and procedures.
• Strong attention to detail.
• Strong computer skills: ability to work efficiently within multiple systems at the same time which include internal/external applications and the Microsoft Office Suite.
• Proactive; desire to identify opportunities rather than react to problems.
• Ability to respond in a fast paced, fluid environment while maintaining a service-oriented mindset and excellent organizational skills.
• Strong sense of initiative; self-motivated.

Experience and Education Requirements:

• Minimum one (1) year of related experience and/or working in an office environment, preferably in a bank.
• High School diploma, or equivalent.

Physical Requirements:

• Typically requires sitting for long periods of time with frequent keyboard/mouse usage and intermittent stooping, bending and walking.
• May occasionally lift up to 25 pounds which may include the need for independent mobility: bend, reach, or kneel.
• Visual and auditory skills are required.
• Travel to other bank markets may be required occasionally.

Performance Standards:

• Accuracy: Precision of work performed.
• Responsiveness: Timeliness of work completed.
• Relationships: Ability to work well and build relationships with other employees and customers.
• Guidance: Job knowledge and cross selling products to customers.

Firstar Bank is proud to be an Equal Opportunity Employer: EEO/M/F/Disabled/Vets