Treasury Mgmt Srvs Implementation Coordinator

Job Summary

The Treasury Management Implementation Coordinator (TMIC) is the liaison between the branches/concierge team, Treasury Management Sales (TM Sales), and Treasury Management Services (TMS).  The TM IC is responsible for supporting and coordinating the onboarding of Treasury Management related solutions to business clients.  Products and services under the Treasury Management umbrella include but not limited to Online Banking, Wire, ACH Origination, Remote Deposit Capture, Fraud Prevention Services (e.g., Positive Pay), SFTP, and Bill Pay.  The TMIC will help support the creation of request for proposal (RFP), sales proforma, prepares client presentations, and provides technical support during the implementation process.  

Essential Duties 

• Coordinates and collaborates with TMS Fulfillment and TMS Support to ensure a smooth on-boarding and support of new/existing clients and services
• Provides client and branch training on products and services, including assisting with developing and updating client facing marketing slicks, how-to guides, and videos
• Support with the creation of sales proposals to propose appropriate TM products and services 
• Support the branches/concierge team/TMS Sales with annual relationship review to ensure TM products and services are meeting client’s needs  
• Work with the L&D Department to help educate the branches/concierge on the various Treasury Management product offering through the use of in-person training and/or webinars
• Perform other duties/projects as assigned by TMS Management

Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements.  This position will elevate suspicious activity to supervisory staff and/or BSA department.  Completes compliance and other technical training workshops as assigned.

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• Regulation CC
• Regulation D
• Regulation DD
• Regulation E (EFT) Overview 
• Bank Secrecy Act
• Privacy Act
• FFIEC
• FDIC Insurance 

Basic Knowledge, Skills and Abilities

• Proficient in MS Office; Word, Excel, PowerPoint
• Solid knowledge of Treasury Management products/services
• Highly motivated and self-driven individual who can think strategically, operate independently and take accountability for the function
• Ability to motivate, influence and collaborate with others both internally and externally
• Must have ability to multi-task in a fast paced environment and prioritize your focus on most impactful activities while meeting deadlines
• Strong oral and written communication skills when interacting with internal and external clients
• Strong analytical, critical thinking and problem solving skills
• Travel, as required
• Demonstrates a commitment to Client Relationship Building in all areas of job performance
• Proven propensity to learn new technologies and skills quickly
• Critical Thinking, Judgment & Problem Solving Skills
• Ability to actively listen & learn
• Ability to respectfully communicate with Management and Co-workers
• Exceptionally organized, efficient and detail oriented
• Clear understanding of the English Language (Spoken & Written)
• Excellent Customer Service Skills
• Basic Mathematics Skills

Officer Title Eligibility 

For qualified positions, the Bank may designate Officer Titles to employees who meet defined competencies for an eligible position. This position is not eligible for an Officer Title.

Equipment Operated 

• Desk top Computers 
• 10 Key Machines
• Standard Office Equipment (copiers, fax machines) 

Physical Requirements & Work Environment 

• Requires sitting for prolong periods of time
• Requires lifting up to 5lb
• Office setting w/controlled temperature 

Education & Experience 

• Bachelor’s Degree or equivalent preferred but not required
• Preferred candidate must have three (3) years of relevant Treasury Management product knowledge, operations, and sales training 

As a part of the Bank’s internal control systems, employees holding sensitive positions are required to be absent from their duties for a minimum of two consecutive weeks each year.  This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet the minimum absence requirement each and every year.

This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.

Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises.  This job description does not constitute a written or implied contract of employment.

February 12, 2025