Treasury Management Operations and Support Representative
3 months ago
Position Overview:
This position is primarily responsible for supporting implementation and on-going servicing of all Treasury Management products used by clients. The incumbent completes required Treasury Management setup forms and works with appropriate operating areas to ensure accurate and timely service setup. The incumbent responds to client inquiries on Treasury Management services and deposit products, maintains client files and submits new pricing and changes for Treasury Management services and deposit products.
Primary Responsibilities:
Responds to service inquiries and customer service issues from Treasury Management clients. Handles new client setups, existing clients adding new products and service inquiries and research. Responds in a timely manner to emails and calls and needs for troubleshooting issues impacting clients.
Implements new Treasury Management services and new deposit accounts. Resolves inquiries promptly and follows up with the client to ensure quality resolution. Unlocks USERS and follows caller authentication process for client and company protection. Escalates ongoing issues to Level 2 Support. Uses tracking system for all inquiries and monitors queues in order to meet Service Level Agreements.
Handles maintenance requests for Treasury Management services and deposit products.
Maintains Treasury Management client files.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
1
Skills Required to Perform the Primary Responsibilities of this Position:
Detail-oriented
Excellent communication skills, both written and verbal
Excellent customer service skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Associates preferred
Experience in general banking with at least one year in treasury management
Knowledge of commercial and retail banking products
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
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