What are the responsibilities and job description for the Treasury Management Services Specialist position at New Omni Bank N A?
Title
Treasury Management Service Specialist
Department
Depository Operations
FLSA Status
Full Time / Non-Exempt
Reports to
Digital Banking Manager
Location / Branch
Arcadia, CA or Irvine, CA
Join Our Team, Shape Your Future
At New Omni Bank, we believe in the power of talent and innovation to drive success. As a dynamic and forward-thinking financial institution, we’re always on the lookout for individuals who share our passion for excellence and are ready to make a meaningful impact.
About New Omni Bank
We were founded in 1980 on a simple idea of helping our neighbors—a community of immigrants in Los Angeles, coming from diverse backgrounds, finding it hard to get precise banking solutions for their unique needs.
For over four decades of creativity, innovative thinking, and above all—attentiveness, are the hallmarks of our services. Coupled with our extensive network and on-the-ground expertise, we’ve been the catalyst for countless clients, guiding them to grow and thrive in California, across the Pacific, and at every twist and turn. Our legacy of empowerment is proven by continuous recognitions, like a 5-Star Rating from BauerFinancial, Inc. for over 40 quarters.
Position Summary
The Treasury Management Service Specialist plays a crucial role in strengthening client relationships by delivering exceptional digital banking and treasury management services. This position supports the development and expansion of digital solutions to meet client needs, ensuring a seamless and responsive experience.
Supervisory Responsibilities
This role has no supervisory responsibilities.
Essential Job Functions and Responsibilities
Duties included but not limited to) :
- Collaborate with digital vendors, the deposit operations team, and other departments to ensure effective delivery channels for digital banking products and services.
- Assist Relationship Managers by completing setup documentation for various Treasury Management products and services.
- Perform client system setup and training across multiple platforms and systems.
- Engage with commercial clients in a professional and responsive manner to meet their needs.
- Research and resolve complex issues related to digital banking, escalating when necessary.
- Maintain a strong knowledge of bank operations, including Business Online Banking, Remote Deposit, ACH, Debit Cards, and other related services.
- Possess a solid understanding of business practices, principles, and federal / state regulatory requirements related to banking.
- Ensure department procedures are kept up-to-date and recommend improvements where applicable.
- Follow all bank policies and procedures to maintain compliance with legal and regulatory requirements.
- Stay informed on emerging technologies, services, and trends in digital banking and treasury management.
- Perform other duties as assigned.
Qualifications
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands or fingers, handle, or feel and reach with hands and arms. The employee frequently is required to walk, stand, sit, climb, or balance, and talk or hear. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. The employee may be required to work at other locations of the Bank.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
New Omni Bank, National Association commits to following compliance and adherence to all applicable regulatory requirements, policies, and procedures.
New Omni Bank, National Association’s policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law.
PI262207684
