Treasury Management Implementation Specialist

2 weeks ago


Jacksonville, United States Ameris Bancorp Full time

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.

Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate.

The Treasury Management Implementation Specialist is responsible for coordinating the implementation of Treasury solutions, onboarding and training new Treasury customers and supporting Treasury customers and internal staff. Performs other projects and duties as assigned.

Essential Functions, Duties, and Responsibilities:

* Manage direct customer contact via telephone, in-person as needed.
* Directly responsible and accountable for coordinating implementation, onboarding, and training new Treasury Management customers (including but not limited to ACH, RBD, online wires, positive pay and other features available).
* Function as the primary liaison between the client, internal operations, third-party vendors and other areas throughout the complex implementation cycle.
* Document management of Treasury Management Agreements and other compliance related documentation.
* Assist customers in setting up NACHA formatted files for upload and SFTP file delivery.
* Assist customers in establishing file definitions for ACH template import data and positive pay check issue files.
* Assist customers with technical equipment installation (i.e., check scanner, security tokens, etc.) Be the escalation point for troubleshooting technical issues.
* Document all client interactions and relevant information in an accurate and timely manner.
* Analyze account activity data and establish proper limits for risk related solutions. Obtain appropriate approvals for total treasury exposure.
* Ensure analysis fee information is forwarded to the account analysis team for fee set up to improve revenue realization. Have a working knowledge of the account analysis system and it's purpose.
* Cross-sell appropriate solutions. Recognize and refer additional solutions to the Treasury Management Sales Officer.
* Training resource for Bankers and other internal staff.
* Analyze account activity data and establish proper limits for risk related solutions, obtain appropriate approvals.
* Be a subject matter expert for one or more of the basic Treasury solutions offered by Ameris Bank.
* Assist with bank conversions as directed.
* Assist with internal and external audits as directed. Participate in any subsequent remediation.
* Assist with Treasury Management special projects as directed.
* Work independently to meet team objectives.
* Foster a positive work environment and work well with others.
* Ability to approve Treasury exposure on ACH, online wires and remote deposit capture up to a $25,000.00 limit.

Required Knowledge, Skills and Competencies:

* Intermediate proficiency with Microsoft Office Suite products.
* Strong written and verbal communication skills.
* Ability to work well with others.
* Effective presentation skills via WebEx, Teams, and in-person as needed.
* Strong organization skills.
* Ability to manage multiple tasks, priorities, and deadlines simultaneously.
* Knowledge of Treasury related systems.
* Knowledge of computers and operating systems.
* Familiar with navigating software systems.

Industry and Work Experience:

* Minimum 3-5 years of banking experience required.
* 2 years of experience in Treasury Management required.

Academic:

* High school diploma or GED required.
* Bachelor's degree in business or related field preferred.

Benefits Available to Employees:

Ameris Bank provides a comprehensive employee benefit package to all eligible employees.

* Medical, Dental and Vision Insurance
* Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment
* Life Insurance provided at no additional cost to employees
* Accidental Death & Dismemberment Coverage
* Long-Term Disability Coverage
* Paid Sick and Vacation Leave
* 11 Holidays
* Volunteer/Service Day
* Employee Stock Purchase Plan
* 401(k) Retirement Plan
* Ameris Bank matches 50% of your first 8% of contributions to the plan
* Flexible Spending Accounts
* Health Savings Account
* Health Reimbursement Arrangement
* Supplemental Life & Other Insurance Plans
* Identity Theft Protection
* Pet Insurance
* Legal Insurance
* Employee Assistance Program
* Employee Advocacy Program
* Tickets at Work (Entertainment discounts for Ameris Bank Employees)
* Wellness Discounts for Medical Premiums and Other Rewards
* Employee Referral Incentive
* Education Assistance
* Employee Resource Groups

Banking Advantages for Employees:

In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.

* Free Interest Checking
* Free Safe Deposit Box
* Free Money Orders, Travelers' Checks and Cashier Checks
* Discount on Mortgage Origination Fee
* Free Online Banking and Free Unlimited Online Bill Payment
* Employee Banking Perks

Disclaimer:

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.



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