Financial Operations Specialist and Treasury Services Coordinator
1 week ago
About TBK Bank, SSB
We are a team of passionate, driven, collaborative professionals dedicated to helping our customers and communities succeed. Our mission is to deliver exceptional customer service and provide innovative solutions for financial success.
Job Overview
We are seeking a highly skilled Financial Operations Specialist and Treasury Services Coordinator to join our team. This role requires expertise in multiple areas, including sales analysis, client onboarding, and technical support.
Key Responsibilities:
- Provide coverage for various job duties, including Sales Analyst, Onboarding, Client Service, Senior Service, and Lockbox Specialists.
- Interact with Treasury sales staff, Product Management, Service, Project, Billing, Onboarding, and Training Specialists to ensure high-quality customer service.
- Answer phone calls, emails, and secure messages from commercial and business clients and internal employees regarding Treasury Management products and services.
- Troubleshoot complex client system issues and provide step-by-step technical instruction and support.
- Create and obtain approval for temporary ACH, Wire, RDC, and Mobile Deposit limits.
- Review ACH file processing through PIM, FED, Channel Audit, and Scheduled Events.
- Set up new clients, administrators, and users on Commercial and Small Business Center.
- Cross-train in other areas of TM and adhere to internal and external policies and procedures.
Requirements
To succeed in this role, you will need:
- A high school diploma or Bachelor's degree.
- Two to four years of related work experience, preferably in bank operations and/or Treasury Management.
- In-depth knowledge of Treasury Management products and services.
- Excellent communication and customer service skills.
- Strong attention to detail and good planning and organization skills.
- Proficient computer skills, including Microsoft Word, Excel, and Outlook.
Benefits
As a member of our team, you can expect:
- A competitive salary range of $65,000 - $85,000 per year, depending on experience.
- A comprehensive benefits package, including medical, dental, vision, paid time off, and 401(k) retirement plan.
- The opportunity to grow and develop your career in a dynamic and supportive environment.
How to Apply
If you are a motivated and organized individual with a passion for delivering exceptional customer service, please submit your application for consideration.
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