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Treasury Management Support Specialist

2 months ago

Itasca, Illinois, United States ITASCA BANK & TRUST Company Full time
About the Role

We are seeking a highly skilled Treasury Management Support Specialist to join our team at Itasca Bank & Trust Co. This is a full-time non-exempt position responsible for providing exceptional support to our business customers.

Key Responsibilities
  • Assist the Treasury Management Officer with business customer onboarding documentation and ongoing servicing and maintenance of accounts.
  • Work directly with business customers to identify their financial needs and provide tailored solutions.
  • Resolve technical issues related to online banking, ACH, wires, click deposit, positive pay, and account questions.
  • Support business customers with ACH origination, merchant services, and wires.
  • Cross-sell Bank products and services to business customers.
  • Support business customers with fraudulent inquiries.
  • Be a subject matter expert for treasury management products and services.
  • Work with internal departments to gather business customer information relevant to account opening and servicing.
Requirements
  • 5+ years of relationship banker experience.
  • Knowledge of retail products and services.
  • Knowledge of business products and services.
  • High School education or GED.
  • Strong problem-solving and critical thinking skills.
  • Strong regulatory banking knowledge.
  • Strong banking technology experience.
  • Strong experience with onboarding business customers.
  • Strong experience cross-selling bank products and services.
  • Models positive and supportive behavior.
  • Ability to work a flexible schedule including evenings and Saturdays as needed.
  • Effective written and verbal communication.
About Us

Itasca Bank & Trust Co. is an independently owned, local community bank with a strong commitment to its staff and customers. We value our employees and strive to create a positive work environment where a work-life balance is encouraged.