Treasury Management Client Onboarding Specialist II
POSITION OVERVIEW:
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.
KEY RESPONSIBILITIES:
- Provide expert advice to commercial/business customers and prospects on lockbox, ACH, remote 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 management 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.
MINIMUM QUALIFICATIONS:
- High School Diploma or GED required.
- Minimum of 2 years related experience.
- Knowledge of treasury management services including FIS, on-line banking, remote deposit capture, 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.
WORKING CONDITIONS:
Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations.
- Prolonged sitting
- Lifting from 5 to 10 lbs. (printer paper, storage boxes)
- Occasional bending or overhead lifting (storing files or boxes)
- The hazards are mainly those present in a normal office setting
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.
Pay Details:
$25.33 - $31.69 hourly
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank’s Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
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