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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management operations, including support for ACH, Wire Transfers, and Online Banking, while ensuring compliance with regulations such as BSA and OFAC. Strong focus on member service, operational efficiency, and effective communication within a fast-paced banking environment.
Highest-signal resume keywords
Treasury Management SupportACH ServicesWire TransfersTechnical TroubleshootingMember Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury Management ProductsBusiness Online BankingRemote Deposit CapturePositive PayCash ManagementDeposit OperationsBanking SystemsCore Processing PlatformsOperational DocumentationRisk Management
Soft Skills
Attention to DetailVerbal CommunicationWritten CommunicationOrganizational SkillsProblem-Solving
Tools & Technologies
Microsoft OutlookMicrosoft ExcelMicrosoft Word
Industry Keywords
Banking ExperienceCommercial BankingBusiness Payment ServicesMember ServiceOperational Excellence
Tech Stack
Tools & technologiesVault
About the role
Key responsibilities & impact- Provide operational support and expertise for Treasury Management members and services
- Serve as a primary operational support resource for Treasury Management members
- Respond to inquiries and service requests related to business bill pay, business online banking, mobile banking, Positive Pay, Remote Deposit Capture, ACH services, wire services, Escrow Management, Lockbox Services, and SafePoint Vault services
- Provide technical support for first-time logins, password resets, account access issues, and user credential management
- Troubleshoot member issues and coordinate resolution with internal departments and vendors
- Escalate complex issues to the Treasury Management Operations Manager
- Maintain communication with members to ensure timely issue resolution
- Support Treasury Management Sales initiatives and member relationship management efforts
- Review and audit new Treasury Management member onboardings
- Partner with Treasury Management Sales and other business units during onboarding
- Support annual Treasury Management risk reviews by gathering and reviewing member data
- Evaluate member product utilization, limits, and service usage for risk management
- Maintain accurate Treasury Management documentation and records
- Assist with operational reviews and quality control activities
- Maintain extensive knowledge of Treasury Management products, services, systems, and functionality
- Serve as a subject matter expert for Treasury Management operations and member support
- Train employees on Treasury Management services, product enhancements, and procedural updates
- Create and maintain procedures, job aids, process documentation, and operational reference materials
- Identify opportunities to improve efficiency, member experience, and operational processes
- Participate in departmental projects, system enhancements, and process improvement initiatives
- Perform other assigned duties while adhering to core values, compliance requirements, and sound risk management practices
Requirements
What you’ll need- Minimum of three years of recent banking experience required
- Experience supporting Treasury Management, cash management, business banking, commercial banking, deposit operations, or related financial services preferred
- Experience with Treasury Management products including ACH, wire transfers, Positive Pay, Remote Deposit Capture, online banking, and business payment services preferred
- High school diploma or equivalent required
- Additional education, industry training, or related certifications preferred but not required
- Strong attention to detail and commitment to accuracy
- Excellent verbal and written communication skills
- Ability to communicate effectively with internal and external members
- Proficiency with Microsoft Outlook, Excel, and Word
- Experience utilizing banking systems and core processing platforms
- Strong technical troubleshooting and problem-solving skills
- Understanding of Treasury Management products, services, and related operational processes
- Exceptional member service and relationship building skills
- Strong organizational and time management abilities
- Ability to manage multiple priorities in a fast-paced environment
- Strong analytical and critical thinking skills
- Ability to work independently while collaborating effectively within a team environment
- Demonstrated ability to handle confidential information with discretion
- Ability to remain composed and professional while working under deadlines and changing priorities
- Commitment to continuous learning and operational excellence
- Must maintain regular, predictable, and reliable attendance
- Must comply with applicable laws, regulations, policies, and procedures, including BSA, USA PATRIOT Act, and OFAC requirements
Benefits
Comp & perks- Weekly pay
- Retirement savings options
- Comprehensive medical coverage with prescription coverage
- Dental coverage
- Vision coverage
- HSA match
- Paid parental leave
- Tuition reimbursement