Treasury Services Implementation Specialist

This role has the opportunity to work hybrid. During the interview process, our Talent Acquisition Team will share additional details with you. This position is responsible for implementation of Treasury products for new and existing clients while providing support for our Treasury Sales team. The TM Implementation Support I works to identify ways to improve processes while maintaining appropriate verification guidelines. Responsibilities Reviews Treasury Management Agreements, Internal Forms, and Treasury Request to ensure proper execution. Implement all Treasury Management products and services for Treasury clients. Perform secondary review of Treasury Management Implementations. Obtain, prepare, and follow up on required Treasury documentation. Assist with monthly reporting and annual product reviews. Works on special projects as needed. Qualifications A minimum of three years banking experience. Some college preferred. Treasury Cash Management experience strongly encouraged. Strong knowledge of bank operations and Treasury products. Knowledge of banking rules and regulations and banking policies and procedures. Knowledge of Legal Documentation required for new account opening. Solid technical proficiency in the use of PC software tools and systems. Able to multi-task in a fast paced environment. Detail oriented. Strong organizational skills to include effective time management in all key responsibilities of the job. Ability to establish positive working relationships across the organization. Proven self-starter who can work with minimal supervision. Effective communication skills – both verbal and written Demonstrate a high level of knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements. Job Details: Regular To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes. Independent Financial is host to a diverse group of professionals; offering careers in lending, finance, management, marketing, technology and much more. We welcome talented and capable people with a heart for community service, strong personal values and integrity to join our team. Let’s discover new opportunities, together. Become part of a team that provides a wide range of relationship-driven banking products and services tailored to meet the needs of businesses, professionals and individuals. ______________________________________________________ All full-time and part-time roles that are regularly scheduled for 30 or more hours per week are benefits eligible. We are pleased to provide industry-leading benefits, resources and support to our employees. ______________________________________________________ To be considered for this position, you must at least meet the basic qualifications. No phone calls or direct e-mails please. Pre-employment background screening will be conducted. Independent Financial is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of age, ancestry, color, gender (including pregnancy, childbirth, or related medical conditions), gender identity or expression, genetic information, marital status, medical condition, mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws. The job description does not constitute an employment agreement between the employer and employee. The above statements describe the general nature and level of work being performed within this classification. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this job. If you require assistance at any stage of the employment application process due to a disability, please contact Human Resources at 469-301-2630. Independent Financial is a trademark of Independent Bank To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.