Treasury Management Sales Support

Summary: Responsible for providing document and customer support to Treasury Management Sales by handling daily client tasks, providing customer assistance as needed along with general support to TM sales and services. Works in collaboration with Payments Manager and TM Manager to lead and support efforts in meeting established Sales, Growth and Customer Experience goals of the bank’s Treasury Management and Payments Systems. Supports the bank by reinforcing core values and achieving departmental goals consistent with the strategic plan.

Major Accountabilities

Customer Service Excellence and Support: Provides prompt, professional, and consistent customer service/support via phone, online, email, virtual and any other required methods through confidential and compliant handling of account information. Handles and resolves customer inquiries and requests daily. Assists in maintaining solid relationships with the bank’s customers. Listens intently and uses every opportunity to review the customer profile to ensure they have everything we offer that is applicable to their needs and makes appropriate sales and referrals. Escalates as appropriate for expeditious resolution. Develops and provides educational tools and resources related to Fraud Management to ensure the security of the customers and the bank. Fully utilizes the Bank’s CRM for all customer interactions, back-office processes and required reporting. Supports the bank by committing to and reinforcing SNBT’s premier culture, core values, and team relationships. Commitment to personal, bank wide, and departmental relationships and goals. Actively participates in applicable community affairs and events and the Bank’s business development activities to increase Bank’s visibility and to enhance new business opportunities.

Administrative Support: Provide immediate support for TM Sales Officers on document preparation. Duties may include but are not limited to; scheduling events, documents, coordinating tasks with the rest of TM support. Perform annual reviews for Business Bank Online Products and assist TM Sales in the preparation of annual review materials. Maintain accurate client files and tracking reports, assist in audit preparation and facilitate client correspondence of all types. Works in collaboration with Payments Manager and TM Manager to support efforts in meeting established Sales, Growth and Customer Experience goals of the bank’s Treasury Management and Payments Systems. Assist TM Sales in the preparation of sales and review materials.

Treasury Management/eServices Support: Works in full compliance with regulations, procedures, and processes to ensure the bank’s compliance and efficiency in the handling of Treasury Management responsibilities. Provides proper documents, completes electronic service set ups, and assists customers through service and account issues. Back Office Set Up and Assist Business Online Customers, perform customer ACH and Wire risking, revising limits, trouble shooting and all other aspects of all related programs including but not limited to, ACH, Desktop Deposits, Weiland, Positive Pay, Treasury sweeps, Bill Pay, Transfers, etc. Maintains strong knowledge of all the bank’s eServices and provides professional support to internal and external customers. Provides support to bank deposit service programs/initiatives and/or products to stimulate new growth and enhance customer relationships.

Internal Service & Support: Exceptional customer service is to be provided to all internal team going above and beyond to ensure strong collaboration with interdepartmental teams. Coordinates with Deposit Operations to support Treasury Management Sales and services to include but not limited to, TM products, Personal and Business Wire Transfers, Canadian check collection, foreign currency, Business Bank Online (BBO), BBO ACH origination, Weiland, Positive Pay, Remote Deposit Capture, Business Mobile and Business Mobile Deposit Capture, Business Credit Cards, TransferNow, Sweeps and Repurchase Agreements and Public Unit Deposits.

Payments/Operations: Must maintain solid knowledge and clear understanding of all the bank’s payment services to include but not limited to ACH, Wire Transfers, etc. and how to provide immediate reliable support to customer using these services. Recommends updates and changes to disclosures, Terms and Conditions, ensures compliant procedures and appropriate communications and training to applicable staff. Assists customers with the use of the services and troubleshoots using established resources and core processor as necessary. Performs all Wire Transfer and ACH functions to include but not limited to returns, reversals, ACH disputes, risking etc. in a timely manner within the ACH File Processing function that supports Automated Clearing House (ACH) services across the bank in compliance with NACHA/MACHA and other related regulations. Ensures accuracy of all authentications prior to sending any wire transfers. Ensures all incoming wire transfers are fraud free and posted accurately. Ensures wire transfer customer risking is complete; all necessary wire forms are on file and all wires have been properly authenticated before submission. Works with the TM Service and Support Team to ensure all procedures for all Payments programs are compliant and trained. Provides data for Audit preparation and works to resolve findings. Maintains an awareness of trends and new developments related to ACH services through trade journals and attendance at related webinars/seminars. Supports Contact Center as needed

Compliance: Ensures all regulatory requirements, bank policies and procedures are followed and updated as necessary for continued compliance. Builds and maintains applicable product and service Risk Assessments. Understands and supports risk management procedures for overall safety and soundness. As applicable gather information and submit Audit-Exam Requests and respond as requested. Maintains strong knowledge of the technical/functional and compliance side of all service and payment offerings and implements new procedures/processes and applicable policies as needed to maintain this compliance.

Other duties that may be assigned.

QUALIFICATIONS

High School Diploma or equivalent, or 5 plus years in banking. Sound knowledge of electronic communication concepts and a proven support/sales/service record. Strong interpersonal, problem solving and analytical skills. Good written and oral communication skills.

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $18 - $22