What are the responsibilities and job description for the TREASURY MANAGEMENT SPECIALIST position at Fox Communities Credit Union?
We currently have a career opportunity for a full-time Treasury Management Specialist based out of our corporate office (Enterprise) in Appleton! After initial onboarding onsite, this position could have the opportunity for remote work consideration. Candidates must reside in Wisconsin to be considered.
The Treasury Management Specialist provides professional level support to business members by answering calls and emails related to business online banking, positive pay, and other business products. This role assists with day-to-day processing related to treasury products, such as check and ACH positive pay, ACH, commercial account analysis, and mobile deposit capture.
The primary responsibilities of the Treasury Management Specialist role include but are not limited to :
- Promoting and upholding the Fox Purpose, Mission, Vision, and Values
- Assisting external business members with treasury management related questions, such as business online banking, check and ACH positive pay, commercial account analysis, ACH, Sweeps, and mobile deposit capture
- Training business members on Treasury Products
- Answering the phone in a courteous, timely, and professional manner
- Reviewing and answering emails related to Treasury Management
- Performing efficient problem resolution and follow up
- Setting up new business member implementations, including setting up entitlements within online banking, adding and deleting users, pricing, and adding additional products
- Assisting with user changes and limit changes
- Protecting the confidentiality of our members’ accounts but properly identifying callers
- Remaining knowledgeable about account titles and designations and identifying parties authorized to access account information and perform transactions
- Maintaining knowledge about credit union policies, processes, and procedures
- Updating procedures and forms when needed
- Advanced duties include, but are not limited to :
Maintaining advanced knowledge of systems used within the organization (i.e., DNA, Digital Banking, Client Central, Bill Pay, Nautilus, etc.)
Candidates for the Treasury Management Specialist position should possess :
Ability to speak and translate fluent English and Spanish is a plus.
Fox Communities Credit Union is a $3 billion in assets community-based credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community.
Fox Communities Credit Union believes our team members are our most important asset. We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short term and long-term disability insurance, 401k (Roth and Traditional), which includes company contributions including match, paid time off and caregiver leave! As part of our commitment to the communities we serve we also offer all team members Paid Volunteer Time Off! If you are enthusiastic about a rewarding career with a successful & growing credit union, apply now!
Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.
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