Treasury Management Customer Service Representative

3 weeks ago

Midland, United States Horizon Bank Full time
Job Overview

Work within a team to support customer implementation, training, on-going service, and cross-sale of treasury management, merchant service, and deposit products for commercial and business banking clients, in compliance with state and federal regulation and company policies and established Standard Operating Procedures (SOPs).

Principal Accountabilities

Accountable for completing the in-market processes for adding new Treasury Management Services/new Treasury Management Relationships, training customers in the use of the complete span of Treasury Management products/services including Online Banking, Remote Deposit Capture, Positive Pay, Merchant Services, and various other services. Provide customer support through implementation and on an ongoing basis. Identify additional cross sale products and articulate product advantages and details as needed.
Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written, and telephone communications. Accountable for adherence to compliance standards including Bank Secrecy Act (BSA), quality of documentation and timeliness of service activities. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities we serve through involvement in local organizations and events.

Duties

* Complete all documents necessary to implement Treasury Management services.
* Prepare training materials that will be needed at the customer site when new services are introduced.
* Provide specific training for clients using new Treasury Management and Merchant Services.
* Keep current on all Treasury Management product features across the span of Checking Accounts, Money Market Accounts, Treasury Management, and Merchant Services.
* Answer client questions about newly implemented services.
* Routinely follow-up with current customers to determine understanding and satisfaction with the Treasury Management Services.
* Report suspicious transactions or unusual occurrences to supervisor.
* Conduct and document periodic risk reviews.
* Perform all work in compliance with established regulations, policies, Standard Operating Procedures (SOPs), and instructions.
* Maintain customer confidence and protect bank operations by keeping information private and confidential.
* Participate in ongoing skill, compliance, risk management and security training as required for the position and apply knowledge in daily tasks.
* Other duties as assigned.

Qualifications & Skills

* College degree with at least 5 years of experience in commercial banking or branch management.
* General understanding of Payment Systems including Wire Transfer, ACH, Check Processing, and Merchant Credit Card acceptance.
* Knowledge of agency guidelines and industry standards as they relate to Treasury Management.
* Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers.
* Ability to plan detailed instructions for clients across a wide range of procedures.
* Ability to perform complex mathematical computations with Treasury Management pricing models.
* Must have computer skills, specifically Microsoft Word and Excel.

Core Competencies

*

  • Adaptability & Flexibility
  • Time Management
  • Decision Making & Judgment
  • Risk Assessment
  • Educating Others
Physical Requirements

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA)

Physical Demand:

Percentage of Time:

Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.

90-100%

Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the facility.

90-100%

Able to grasp, move and sort forms and papers.

90-100%

Constantly operate a computer and other office machinery such as calculator, copy machine, fax machine, scanner, printer and telephone

90-100%

Able to remain stationary at a desk for long periods of time

75-100%

Regularly move about the office to access file cabinets, storage drawers and various office equipment

75-100%

Travel to customer sites and carry up to 15 pounds of equipment including Merchant Terminals or Remote Deposit scanners.

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