What are the responsibilities and job description for the Treasury Management Maintenance Specialist position at Umpqua Bank?
About Us:
At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
Reviews all products and services requests through the on boarding tool for accuracy and clarity, including our Treasury Management Service agreement. Handles all new, modifications and cancelations of Treasury Management products and services. Completes daily and monthly operational tasks related to Treasury Management services. Coordinates with other departments and third-party vendors to assist with completing customer requests.
- Process all incoming modifications and cancelations of basic TM products and services.
- Responsible for reviewing all requests submitted for accuracy and includes all pertinent information needed to complete the request in accordance with Treasury Manager policy and procedures.
- Responsible for ensuring all Treasury Management agreements and supporting documentation are complete before products and services are sent for implementation.
- Responsible for obtaining TM Service Agreements form customers, including email and phone follow up for resolution.
- Responsible for thorough research on incoming requests prior to submittal to Implementation.
- Coordinates with other departments in the bank to ensure products and services are implemented within agreed upon service level agreement.
- Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
- Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
- Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
- May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
- Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
- Takes personal initiative and is a positive example for others to emulate.
- Embraces our vision to become “Business Bank of Choice”
- May perform other duties as assigned.
About You:
- H.S. Diploma/GED. Required
- Bachelor's Degree
- 4-7 years banking experience working in Stores or other customer contact position. Required
- Possess strong customer service, interpersonal, and organizational skills.
- Possess excellent written and verbal communication skills.
- Knowledge of treasury management and banking products and services.
- Knowledge of general business practices as pertain to accounting and financial, including the balancing of general ledgers.
- Ability to process multiple simultaneous requests requiring strong coordination and follow-up skills.
- Proficient in Microsoft applications and industry specific software.
Job Location(s): Ability to work fully onsite at posted location(s).
Tacoma,WA, Liberty Lake,WA, Portland,OR, Eugene,OR, Redding,CA, or Sacramento,CA
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $21.00 - $28.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@umpquabank.com.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Salary : $21 - $28
