Treasury Management Specialist

Are you seeking a fun, collaborative and dynamic environment where your contributions as a Treasury Management Specialist will be recognized? If the answer is yes, apply to become a member of Mission Valley Bank's valued, talented and proven team, dedicated to service excellence.

Our Treasury Management Specialist (Burbank, CA) are professional, friendly, provide excellent customer service, and possess excellent communication skills. You must love people to identify and offer new bank products and services, be detail oriented and accurate with counting and balancing. You must love people and numbers to provide high-level client service support to internal and external client inquiries.

What Will Be Your Key Accountabilities?

• Implement, train and maintain all Treasury Management products related products and services successful while providing the highest quality of service to the client.
• Provide ongoing related support to our customers, sales team and branches.
• Exercise discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions.
• Provide support to other departments, including branches, to research bill payment posting errors, ACH transaction requests, etc.
• Identify possible cross-sell opportunities.
• Review and resolve FraudMap and Case Tracker security alerts.
• Specialize in all areas of electronic banking operations, including functioning as technical and procedural liaison between the eBanking Department, Branch Operations and third party vendors.
• Research, make recommendations and resolve customer disputes and/or REG E claims relating to ATM and debit card transactions in conformance with all financial institution and network regulations.
• Handle customer service issues over the phone or in-person in a timely manner regarding applications, setup, processing, password resets, training requests, reinstallation requests, file upload issues and/or other Treasury and Cash Management concern.
• Oversee the application, review and approval process for ACH origination, Wire and Remote Deposit Capture customer.
• Prepare ad-hoc reports, including but not limited to enrollment forms, audit reports, and/or other Treasury and Cash Management.
• Assess risk and maintain accurate documentation of assessment, reports, etc.
• Keep department procedures updated when changes occur and make recommendation for improvements.

Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.

This is not a supervisory position.

What Are We All Doing?

• Embrace MVB's core values ACCEPT, show respect for cultural differences; promote working environment free of harassment of any type.
• Support a diverse workforce and affirmative action.
• Maintain up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures.
• Bring any suspicious activity to the attention of a supervisor, or the BSA Officer.
• Follow all Bank policies and procedures to ensure compliance with all laws and regulations.
• Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.

What Do You Bring to the Team?

A list of job experiences and qualification requirements are great, but what is most important to us is humility, vulnerability, transparency, a performance-driven attitude, and a team-player approach. Additionally, you will bring:

• Experience in a customer service call center/service center required.
• Complete knowledge and understanding of bank operations, policies and procedures to include client issues.
• Ability to interact and communicate at all levels. Good verbal and written communication skills.
• Ability to work independently with limited direction from supervisor.
• Excellent written and communication skills, including ability to deal professionally with branch issues, problems, and questions.
• Demonstrated ability to set realistic expectations, problem solve and negotiate.
• Capability of working well independently and as part of a team and exercising appropriate level of authority commensurate with experience and responsibility.
• Ability to work successfully in a deadline driven environment.
• Excellent attention to detail and accuracy; good organizational, research and follow-up skills.
• Requires the ability to exercise independent judgment and employ basic reasoning skills
• Excellent knowledge in MS Word, proficient in Excel, Outlook, preferable Fiserv.

What Do We Have For You?

• Medical, dental, vision and life insurance eligibly the first day of the month following employment.
• Several discount programs, Employee Assistant Program (EAP), several voluntary plans, Flexible Spending, Health Savings Account and more
• 401(k) pre-tax with matching contribution and Roth 401(k)
• Free checking and savings accounts
• Monthly stipend for cell phone expenses
• Flexible work schedule 
• Beyond holidays, vacation and sick pay. Adoption assistance and leave options for medical, personal or family reasons including jury duty and military leave
• Recognition programs, monetary rewards for new team members and more

Education And/Or Experience

• A high school diploma or equivalent is required; two years of college and an Associate degree is preferred.
• Minimum of 5 years of experience in banking operations (new accounts) with knowledge banking regulations.
• Minimum of 2 years of Treasury and Cash Management experience.

Proficient in Microsoft Word, Excel, Outlook

Who Are We?

We are an independent commercial business bank focused on the financial needs of small and mid-sized businesses and their owners, professionals, entrepreneurs and high-net-worth individuals. Launched in July 2001, headquartered in Sun Valley, CA, our organizers and founders are local business people and bankers who have worked in - and served - this community for many years. We understand the importance of developing and building strong relationships within the communities we serve, providing exceptional financial solutions and acting as Trusted Advisors to each of our clients.

Mission Valley Bank knows that being an outstanding bank requires both knowledge and delivering superior service to our customers. Every day we perform with an uncompromising commitment to the highest customer service standards. We seek talented and proven individuals who share these standards to join our team.

Mission Valley Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business.

Mission Valley Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Pre-employment background checks are required for all positions.

We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Duties, responsibilities and activities may change at any time with or without notice.