Treasury Management Implementation Specialist

Treasury Management Implementation Specialist

If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank.

Company Information:

Bell Bank was founded in 1966 and headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $13 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $30 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune.

If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you. Let Bell Bank be your destination workplace.

Bell's Values:

As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:

• Promoting and sustaining our family atmosphere.
• Providing unequaled personal service to each and every customer.
• “Paying it forward” by giving back to the communities we serve.

Our Bottom Line:

Happy Employees! Happy Customers!

Job Summary:

This position processes all treasury product implementation requests, as well as performs maintenance on existing customers/products for all regions. The role will partner with Treasury Management Sales, Commercial Relationship Support, and other Commercial/TM Operations team members to implement new services, and maintain existing services, to ensure an accurate and positive customer experience. This position may also research and problem-solve issues and perform other various maintenance requests as needed.

Primary Duties:

• Assist with high-volume, less complex implementation requests as needed.
• Use a project management approach to expedite complex implementation requests, including establishing and communicating deadlines and tracking vendor set ups to ensure the successful completion of requests.
• Provide outstanding customer service while assisting internal and external Commercial or Treasury Management customers throughout the implementation process.
• Assist with implementation communications, including responding to incoming telephone calls, e-mail, and voicemail.
• Work with outside vendors and other organizational departments to research and resolve implementation matters for both team members and customers.
• Complete all annual training in order to maintain knowledge of Bell Bank products and regulations as required.
• Follow established policies and procedures, accurately and efficiently, to meet team quality standards.
• Adhere to all Bell Bank standards, policies and procedures as well as banking laws and regulations.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Job Skills Required:

• B.A. in Business Administration, Finance, or related field and/or related work experience.
• 2 years implementation, project management experience, or a combination of both preferred.
• 2 years customer service experience preferred.
• Excellent analytical, decision-making and effective problem resolution skills.
• Strong verbal and written communication skills.
• Detail-oriented with ability to complete task assignments with minimal supervision.
• Demonstrated ability to multi-task in a high-volume work flow with multiple priorities and interruptions.
• Ability to work efficiently in a virtual team environment.
• Excellent organizational and time management skills with high attention to detail and accuracy.
• Ability to communicate effectively and professionally with co-workers and customers.
• Competent in the use of personal computer systems, internet applications and electronic mail, and various windows-based software applications.

Bell Bank provides competitive compensation and an excellent benefits package.

Bell Bank

Equal Opportunity Employer