Treasury Services Implementation Specialist

2 months ago

Allen, United States Credit Union Texas Full time
Position Purpose and Objectives

As a Treasury Services Implementation Specialist at Credit Union of Texas (CUTX), you will be responsible for providing internal support and exceptional member service to business members who utilize the Credit Union's treasury management services (i.e., ACH originations, positive pay, bill pay, remote deposit capture, payroll, etc.).This position will support business members directly via phone, email, and live chat services to resolve complex member service issues pertaining to business online and mobile banking and related treasury management services for business members and their authorized employees. Overall, this person will play an integral role in the future development and support of treasury management products and services at CUTX.

The Treasury Services Implementation Specialist will work closely with the Business Banking Specialists, branch employees, and other internal department partners in onboarding, operations, sales, and research and error resolution.This position will ensure department procedures are followed and will escalate any issues or errors to the VP of Treasury Services.

Major Duties and Essential Functions:

  • Be well-versed in and maintain a knowledge of all treasury management products and services from an end-user and technical perspective, with the ability to act as a resource for all internal departments and associates.
  • Provide support in completing the appropriate forms and follow up with members and associates to ensure a quality experience onboarding with business online and mobile banking services.
  • Resolve administrative and new member onboarding concerns by analyzing issues, while identifying and providing viable solutions.
  • Provide technical and operational support to the Credit Union's treasury management business users, Business Banking Specialists, and branch personnel.
  • Stay abreast of all changes, developments and enhancements for all systems and products.
  • Navigate effectively and efficiently through multiple systems.
  • Provide periodic member and associate training and support on the use of treasury management products.
  • Assist with special projects as needed (updates, enhancements, new product launches, etc.).
  • Track client issues to identify product and process improvements or business members at risk due to frequent problems.
  • Comply with all federal and state regulations, credit union policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, member transactions and financial exposures.
  • Strong commitment to member satisfaction.
Positions directly supervised:

This role does not supervise any additional positions.

Specific knowledge, skills, and abilities required for this position:
  • Knowledge of business deposit account types and operational servicing of business and treasury products and services.
  • Demonstrated written and verbal communication skills and demeanor necessary to perform business relationship support, including telephone skills and strong interpersonal skills in managing technical issues.
  • Expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks.
  • Proficient in Microsoft Office software (i.e., Outlook, Word, Excel, PowerPoint, etc.).
  • Proficient in Adobe Acrobat
  • Ability to work with little supervision.
  • Must complete federal registration and annual renewal as required by SAFE Act.
  • Must possess a valid driver's license.
Education:
  • High school diploma or GED required.
  • Minimum of four (4) years' experience in a financial institution, preferably with some experience and knowledge of business online banking and cash management products.
  • Experience in client service or product support is preferred.


Physical Activities and Requirements of this Position

CATEGORY

DESCRIPTION

Finger Dexterity

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping

Using fingers and palm on an object.

Talking

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Repetitive Motions

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Hearing

Able to hear average or normal conversations and receive ordinary information.

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Sedentary Work

Sitting part of the time.Exerts up to 10 lbs. of force occasionally.

Working Conditions of this Position

DESCRIPTION

Few.No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required.

Mental Activities and Requirements of this Position

Reasoning Ability:The ability to use common sense or logic.

CATEGORY

DESCRIPTION

Detailed

Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables.

Mathematical Ability:

Basic

Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two-digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times.

Language Ability:The level of ability required to communicate and understand written and oral language.

Typical

Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals.Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public.

Compliance requirement

The responsibilities contained within this job description remain compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position.

Disclaimer

The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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