Treasury Analyst

1 week ago


Portland, OR, United States eTeam Full time
Job Title: Treasury Analyst
Location: Gresham, OR 97230
Duration: 12+ months contract with possibility for extension
Will not cover parking expenses; however, some sites do not charge for parking.

Description:
TRAINING PERIOD - 90 DAYS, SOME OT REQUIRED AFTER TRAINING PERIOD
CANDIDATE MAY BE REQUIRED TO BE ONSITE 100% OF THE TIME DURING TRAINING PERIOD
POSITION IS IN OFFICE 5 DAYS A WEEK FOR AT LEAST 30 DAYS
AFTER 30 DAYS THERE MAY BE THE OPTION FOR HYBRID 3 DAYS IN OFFICE A WEEK AT OUR DISCRETION
CONVERSION EXPECTED/GUARANTEED FOR RIGHT CANDIDATE
FINANCIAL INDUSTRY/BANKING BACKGROUND REQUIRED

EDUCATION REQUIREMENTS: A.S. DEGREE (Minimum) Preferred, or equivalent work experience - no specific field or area of study

The Commercial Customer Service Banker is the primary contact for commercial banking customers utilizing Bank's Treasury Management depository and loan services. Maintains and expands the relationship with customers by providing overall customer support services. Works proactively to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that meet customer's needs. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures. Ability to support customers in navigating Treasury Management products inclusive of all on-line platforms.

Basic Qualifications:
  • Associate degree, or equivalent work experience
  • Three to five years of experience in financial services industry

Duties and Responsibilities Include:
  • Service customers phone and email inquiries.
  • Assist customers in navigating on-line platforms and all Treasury Management products utilizing the Bank's servicing tools such as emulation and co-browse.
  • Maintain appropriate technical understanding of bank systems. Regularly attend trainings to support/expend knowledge base.

Preferred Skills/Experience:
  • Excellent verbal, written, and interpersonal communication skills
  • Outstanding customer service and problem resolution skills
  • Proficient computer skills, especially Microsoft office applications
  • Experience with department-specific systems
  • Advanced knowledge of departmental and bank products and services
  • Technical support and/or co-browse skills
  • Preferred understanding of digital capabilities with experience in Information Technology environment
  • Knowledge of Treasury Management Products/Services with preferred experience with GTM and Operations
ET_RV01
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