What are the responsibilities and job description for the Treasury Management Client Onboarding Specialist II position at Provident Bank?
Position Summary
The Treasury Management Specialist is accountable for supporting the sales and client onboarding pro-cess, acting as a liaison between internal stakeholders and our clients across the business/commercial banking segment. The client centric individual will coordinate the implementation and set up of treasury management products and services as well as provide ongoing technical support to our treasury man-agement clients.
Major Job Responsibilities
SKILLS AND TRAINING
High School Diploma or GED required.
Work Experience
Minimum 2 years’ experience commensurate with job function
WORKING CONDITIONS
Work is performed in a normal office environment. Noise levels are usually moderate.
HAZARDS
The hazards are mainly those present in a normal office setting or those associated with driving an automobile.
This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
The Treasury Management Specialist is accountable for supporting the sales and client onboarding pro-cess, acting as a liaison between internal stakeholders and our clients across the business/commercial banking segment. The client centric individual will coordinate the implementation and set up of treasury management products and services as well as provide ongoing technical support to our treasury man-agement clients.
Major Job Responsibilities
- Provide expert advice to commercial/business customers and prospects on lockbox, ACH, re-mote deposit capture, positive pay, depository services, and other products/services.
- Facilitate implementation when clients add and/or modify existing products and services.
- Gather and oversee the completion of agreement and enrollment forms.
- Oversee the accuracy of client onboarding details and the completion of the onboarding process
- Monitor incoming inquiries from clients and internal stakeholders via assigned group mailboxes in support of all treasury management clients.
- Resolve treasury management inquiries internally as well as working with third-party vendors to resolve customer issues related to treasury management services.
- Maintain all records to remain compliant with policies and procedures across treasury manage-ment services.
- Educate and build client awareness assisting to maximize the benefits and use of our services.
- Assist in the coordination and support of audits and examinations.
- Prepare reports and participates in special department projects as needed.
- Perform demos for prospects and clients.
- Create a culture of collaborative continuous improvement to the client experience.
- Ability to work in a fast-paced environment
- Ability to train and supervise personnel.
- Knowledge of applicable banking and privacy laws and regulations and policies.
- Possess excellent oral and written communications skills.
- Ability to prioritize multiple responsibilities and complete them on time.
- Ability to work in a team environment to instruct peers and assume a leadership role.
- Computer literacy with PC and windows programs.
- Ability to perform detailed mathematic operations with the use of a calculator.
- Ability to work a flexible schedule to accommodate support hours at the helpdesk.
- Ability to define problems, collects data, establish facts and draw valid conclusions.
- Ability to interpret a variety of instruction, communicate them to others and establish controls to monitor and evaluate the application of these instructions.
- Ability to shift attention quickly and accurately from one matter to another.
SKILLS AND TRAINING
- Knowledge of treasury management services including FIS, on-line banking, remote deposit cap-ture, ACH, wire, and lockbox is preferred
- A customer centric, client success oriented approach will be critical for success
- Ability to work in a fast-paced environment.
- Demonstrate a positive and optimistic perspective during each client interaction
- Possess good oral and written communications skills.
High School Diploma or GED required.
Work Experience
Minimum 2 years’ experience commensurate with job function
WORKING CONDITIONS
Work is performed in a normal office environment. Noise levels are usually moderate.
HAZARDS
The hazards are mainly those present in a normal office setting or those associated with driving an automobile.
This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
