Business Services

2 days ago

New Berlin, Wisconsin, United States Landmark Credit Union Talent Acquisition Full time

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.

NATURE AND SCOPE
This position reports to the VP, Treasury Management. The Treasury Management Specialist will support existing and prospective business members. This position is responsible for Enabling and supporting Treasury Management products and services for business members, including the online business banking platform and the account analysis software. This includes system setup of Treasury Management services as well as general maintenance and reporting for the Treasury Management systems. The Treasury Management Specialist will work closely with multiple departments across Landmark Credit Union answering questions on Treasury Management-related topics.

REQUIREMENTS
1. High School Diploma or equivalent and a minimum of three years of banking experience. Associate degree in related field and experience working with Treasury/Cash Management preferred. Equivalent combination of advanced education and experience will be considered.
2. Knowledge of treasury management solutions, including analysis software packages and online business deposit platforms a plus.
3. Ability to clearly understand and articulate client needs, resulting in delivering solutions.
4. Must possess excellent oral and written communication skills, problem solving skills, organizational skills, negotiation skills and the ability to work independently.
5. Proficient in Microsoft Word Excel and/or other analysis software.
6. Proven ability to independently organize work, balance multiple priorities and manage a variety of duties in a high-volume work environment with strong attention to detail.
7. Must have a thorough understanding of company policies and procedures as they relate to the position; must understand and comply with all job-related state and federal laws and regulations.

PRINCIPAL ACCOUNTABILITIES
1. Responsible for the day to day operation, maintenance, and member support of Treasury Management and the Business Digital platform(s).
2. Compiling and creating Monthly analysis files to bill business members for Treasury Management services.
3. Perform annual reviews and risk assessments for remote deposit capture, wire and ACH relationships.
4. Daily monitoring of business fraud mitigation tools (positive pay).
5. Creating and compiling monthly reports to show system performance and growth.
6. Daily processing of (non-loan Closing) wires and daily Digital ACH origination files.
7. Creation of comparative analysis statements for Treasury Management Business Development Officers.
8. Provide member assistance for online wire and ACH set up, positive pay products, etc.
9. Take Support phone calls from the branch, MXC, and directly from the members.
10. Provide ongoing Member Services support for all business deposit products and services.
11. Other duties as assigned.

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