What are the responsibilities and job description for the Treasury Management Specialist position at The First National Bank in Sioux Falls?

Position Summary :

The Treasury Management Specialist is responsible for the onboarding and support of the of the Bank's Treasury Management products and services which include online banking, mobile banking, and online banking services. In this position you will play a crucial role in facilitating the seamless integration of new clients into our organization's treasury management services by providing support to our customers over the phone and occasionally in person. You will guide clients through the onboarding process, ensuring all necessary documentation is collected and verified, and provide exceptional customer service to address any inquiries or concerns. Your role will contribute to enhancing client relationships, optimizing the treasury management experience, and supporting the growth of our business.

In addition, our FIRST Values apply to all employees without exception.

FIRST Values

Family - We support, trust, and respect each other, our customers, and our shareholders.
Independence & Innovation - We embrace change as vital to our success.
Relationships - We build relationships that are based on strong character, mutual loyalty, trust, and respect.
Stewardship - We take care of ourselves so we can take care of others.
Teamwork - We help each other grow and succeed.

Who we are :

The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 140 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area. The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations.

The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us - it is the cornerstone of our success.

Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values.

Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships.

Although banking has evolved over the years, our mission and values have not and will not change.

What will you do : Accountabilities

Customer Relationships

Ensure customers have a positive experience.

Assist with calls related to FNB's Treasury Management products and services.

Serve as the primary point of contact for customers throughout the onboarding process.

Provide regular updates to customers on the status of their onboarding, addressing any potential delays or issues proactively.

Communicate clearly and professionally to ensure customers have a positive experience.

Support and resolve escalated business customer issues related to Treasury Management.

Assist with addressing items in the Treasury Management Inbox.

Meeting defined SLAs for setup, customer inquiries, resolution.

Provide customers with training and guidance on how to use our treasury management systems and services effectively.

Offer insights into best practices and optimization of treasury management solutions to meet customer objectives.

Customer Account Set-up and Maintenance

Perform set-up, maintenance, or delete user profiles as necessary.

Adhere to quality assurance standards in reviewing all access rights to ensure rights are granted in accordance with the documentation.

Accurately setup access and online services for business customers.

Provide initial and ongoing training for Treasury Management services. Including Positive Pay, Bill Pay, Remote, Mobile Deposit, ACH, and Business Credit Cards.

Guide customers through the necessary steps to establish treasury management services, addressing any questions or concerns they may have.

Collaborate with internal teams to understand customer needs and tailor the onboarding process accordingly.

Ensure accuracy and completeness of all onboarding documentation.

Coordinate with internal departments to ensure timely processing of documents and necessary approvals.

Maintain organized records of all client communications and documentation.

Qualifications

High School degree required. One or more years of relevant work experience or a combination of education / experience that would enable incumbent to meet accountabilities and required competencies of the position.

Skills and Abilities

Excellent verbal and written communication skills.

Ability to maintain positive rapport with a wide range of individuals.

Ability to conduct relationships in a manner that ensures cooperation and positive results.

Excellent organizational skills and attention to detail. High degree of accuracy required.

Demonstrate a high degree of concern for professional and innovative customer service.

Ability to adapt to the needs of the organization and employees.

What's in it for you?

Health Insurance

Dental & Vision Insurance

Profit Sharing

Paid Vacation & Holidays

Company paid short and long term disability

Tuition Reimbursement Program

Employee Banking Perks

Community Volunteer time

And More!

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