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Treasury Management Implementation Specialist III

2 months ago

Miami, United States Seacoast Bank Full time
Job DescriptionJob Description

Location: This position can be located in Tampa, Orlando, Miami or Stuart.

JOB SUMMARY:

Provides Implementation and Onboarding support to the Treasury Sales Officers and the Community Bank sales force with respect to the Treasury Services customer base.

Coordinates Demonstrations and training(s) for new customers and prospects. Performs various audit, maintenance, and transactional review functions to mitigate risk to the Bank associated with the Treasury Services products and services. Explains TM products and services, installs TM related software and hardware, and may assist with resolution in escalated issues and/or onboarding issues.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Handles/manages set up of Treasury services by maintaining a comprehensive understanding of Seacoast Treasury Management products and services.
  • Processes customer on-boarding for all Treasury Management products timely, with attention to detail and customer experience.
  • Communicates often to customers, sales officers and/or LOB partners during Onboarding process to advise of status, challenges, and resolutions.
  • Strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service products/processes, including, but not limited to internet, telephone, smart phone/tablet applications, ACH, Remote Deposit Capture (RDC) and P2P.
  • Responds to inquiries/requests submitted to TM Implementations inbox.
  • Comprehensive understanding and adherence of all TM documentation, policies, and procedures.
  • Fully able to explain, sell, setup, and service CDARS products for customers.
  • Able to comprehend and process complex ACH reviews, renewals, and limit increases, including ACH Debit Block procedures. Perform annual reviews for all ACH customer credit facilities to ensure continued creditworthiness.
  • Comprehensive understanding of TM billing and maintain ability to provide clarification to customers and bank associates.
  • Ability to understand and process SWEEP/REPO customer setup and ongoing review of accounts.
  • Resolves problems or discrepancies on customer accounts in a timely manner.
  • Schedule and prioritize work activities, effectively handling frequent interruptions while following up on commitments in a timely manner.
  • Complete additional tasks as requested.
  • Participates in committees both within and outside the scope of the role and department. Is utilized as a useful resource for other departments and internal customers and is leveraged to educate others regarding TM products, services, sales techniques, and processes.
  • Continues to educate oneself in TM policies, procedures, processes, product knowledge, and industry advancements. Works towards learning additional functions within other TM departments including Customer Care and Merchant Services.
  • Is seen as a change agent, consistently identifying process and product improvements and helps to implement changes within the department.
  • Lead key strategic initiatives occurring within TM Operations (or with key business partners) as requested, delivering on time and within budget.
  • Has taken on supervisory responsibilities and is learning the role of the TM Service & Implementations Manager
  • Mastery of on-boarding customers with respect to all TM products and services. Consistently exceeds cross-sell expectations by identifying additional new and existing customer needs.
  • Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION and/or EXPERIENCE:

  • High School diploma or equivalent, with minimum of 4 years of previous experience in retail sales, service or banking related fields.
  • Minimum 3 years’ experience in a Treasury Operations or Implementation/Onboarding role.
  • Must have a flexible schedule, able to work during all days and hours of operations, including weekends and occasional non-bank operational hours.
  • Superior oral communication skills. Comfortable and efficient at presenting information/training. Listens in order to clarify information; , asks questions to test for clarity and understanding.
  • Superior written communication skills. Ability to communicate professionally with clear messaging.
  • Strong knowledge of all Seacoast Treasury products and services
  • Possess good judgment and decision-making ability. Makes timely and accurate decisions with readily available information and within clearly defined parameters, knows when to refer matters to the next level, determines the priorities and acts within the agreed upon time frame, applies and achieves agreed upon standards of quality, identifies choices from a range of previously made decisions and selects the one which best fits the needs of the situation.
  • Effective organizational, problem solving and analysis skills. Organizes own work in order to complete routine tasks, establishes priorities and plans based on knowledge of team/departmental plans, seeks input from others in order to improve the plan.
  • Ability to handle multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment.
  • Good interpersonal skills. Adjusts comfortably to demanding situations; is patient, remains focused on resolving issues rather than defending positions.
  • Ability to work independently. Maintain strong self-confidence: Works with little supervision, appears confident, and presents oneself with assurance.
  • Ability to maintain a high degree of confidentiality.
  • Must be proficient in PC functions including MS Word, Excel, PowerPoint, Outlook and all bank related systems with the ability to learn other computer systems/programs quickly.
  • Available to work overtime as necessary to meet the primary objectives of the job.

#LI-PF1

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation