Treasury Management Implementation Specialist

1 month ago

Windsor, United States Wings Financial Credit Union Full time
Job DescriptionJob Description

PRIMARY PURPOSE:

The Treasury Management Implementation Specialist is responsible for assisting the Treasury Management team with the onboarding of products and services and new business deposit accounts, as well as for providing business members with treasury management product related assistance.

ESSENTIAL FUNCTIONS:

  • Provide responsive treasury management support to both members and internal business partners by demonstrating a deep knowledge of all treasury management products & services.
  • Prepare and process treasury management product and service agreements and related documentation.
  • Open business deposit accounts at the direction of the Treasury Management team, ensuring regulatory compliance.
  • Perform setup and maintenance of all treasury management products and services within respective systems.
  • Collaborate with internal business partners to ensure successful onboarding of new treasury management members.
  • Schedule and provide treasury management product and service training to members and install equipment.
  • Engage in value-added conversations with members, identify needs and cross-sell additional products & services; make referrals to internal business partners.
  • Ensure proper treasury management fee collection, adherence to waiver and exception policies.
  • Assemble and prepare member-facing relationship reviews and risk assessments.
  • Assist in research and completion of Request for Proposals (RFP).
  • Assist with annual ACH and other regulatory audits as requested.
  • Maintain departmental product and usage logs and other reporting.
  • Assist with account analysis proformas and the creation of sales presentations and other materials.
  • Process mobile deposit, RDC and ACH limit requests and increases.
  • Assist members with new business credit card applications, payments and existing limit increases.
  • Collaborate with internal business partners in the submission of unauthorized debit/credit card transactions and ACH/check affidavits.
  • Stay abreast of NACHA, compliance and regulatory security requirements.
  • Update departmental policies and procedures as assigned by VP, Treasury Relationship Management.
  • Additional duties as assigned.

EDUCATION and EXPERIENCE:

  • Minimum of two (2) years treasury management implementation, operations or related experience.
  • Working knowledge of treasury management solutions and operations.
  • Working knowledge of financial institution platforms and systems; experience with Fiserv Premier preferred.
  • With a sense of urgency, demonstrated ability to manage multiple, detailed work assignments with a high degree of accuracy.
  • Work collaboratively to contribute to a positive work environment.
  • Ability to communicate in a courteous and professional manner in-person, over the phone and via email.
  • Excellent customer service skills, with proven ability to exercise good judgement, and de-escalate issues, as necessary.
  • Ability to work with limited supervision, manage time, and multitask.
  • Competence with MS Office products (Microsoft Excel; Word; PowerPoint; Outlook)
  • Bondable.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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