Treasury Management Implementation Specialist

Job FunctionSupport the Treasury Management Officers during the onboarding of new and existing business customers. The position is primarily responsible for ensuring the smooth implementation of all treasury products. All the while maintaining and developing our Treasury Management clientele to ensure retention and customer satisfaction.
Duties & ResponsibilitiesWork closely with Treasury Management Officers to coordinate implementations with prospects, current clients, and setup of all Treasury and Merchant Services ProductsEngage in direct contact with Treasury Management customers to schedule trainings, contract signings, agreements, and installationsAuthenticate and set up new applications and/or profiles on various Treasury Management products:(ACH, Remote Deposit Capture, Wires, Positive Pay, Merchant Services and Lockbox)Complete Treasury Management Service and Merchant Service Agreements and send to customer either via E-Signature or in personProvide high quality technical training by telephone, on-site, email and web based remote applications, Zoom or Teams, for new and existing Treasury Management customersHandle phone and email inquiries related to Treasury Management Sales, Implementation, On-boarding, and TrainingWork directly with vendors for onboarding new merchant customersTrain merchant customers on acceptance guidelinesWork with management to review and approve/adjust all pending merchant services discount rate proposals and fee schedulesReview and approve any adjustments necessary to existing merchant services discount fee schedulesGenerate, maintain, and distribute monthly reports for various tracking and analytical purposesUtilize vendor dashboards (Q2 Console, Profit Stars, Online Banking, Centrix ETMS, Deluxe and Synergy) for a variety of research and customer support functions and audit purposesInstall RDC and Merchant equipment at Business Locations remotely or on-siteMaintain and order RDC Scanner and Merchant Equipment InventoryProvide technical support and training on RDC and Merchant systems and equipmentEnsure adherence to all merchant services program and service requirements, stay abreast of changes, and remain knowledgeable of acquirer laws, regulations, mandates, and card association guidelinesRemain active with new technologies, competitive services, and deliver ideas to management for growthRemain accustomed to competitor fee schedules and statement deciphering so that comparisons for potential clients are accurateServe as Administrator to various internal systems and complete access setup for designated personnel as necessarySend all completed agreements and approval forms for scanning into SynergyUtilization of Contact Relationship Management (CRM) SystemMust maintain familiarity with jeffersonbank.com and ability to navigate the sitePerform other duties as assigned as delegated by managementMinimum QualificationsWork ExperienceThree years' experience in banking (Commercial Banking, Retail Banking, Operations)Three years of experience providing customer support in person and via phoneThree years of technical support with Internet, search engines, browsers, system settings, mobile devices and personal computersFamiliarity with Treasury Management Products and ServicesPreferred three years of Treasury Management ExperienceEducation/Skills/ExperienceHigh School Diploma or equivalentCollege degree preferredExperience with basics of IT security and fundamentals of PC antivirus and anti-spywareInternal/External ContactsDaily contact with Commercial Customers, Branch and Department Management, Banking Officers, Banking Associates and other online service providers and vendors.
Equipment/Machines/SoftwareExcellent computer literacy in all Microsoft Programs (Outlook, IE 7 and 8 and other popular browsers, Word, Excel, Power Point, Adobe Reader)Experience with the Internet, search engines, browsers, and general PC connectivitySmartphone experienceAbility to work with office equipment such as copiers, scanners (Install, support and troubleshoot), Shredders, and fax and other electronic devices.
Competency RequirementsMust be able to communicate effectively, coherently and in a concise manner with customersProven organizational skills with ability to multi-task and follow assigned tasks through completionAbility to work independently with minimal supervisionMust be accustomed to a fast-paced office environmentMust have the ability to resolve conflict and provide resolution professionally and in an empathetic manner to customersDriving RequiredYesPhysical RequirementsMust be able to reach, bend and lift files up to 30 lbsMust be able to sit for most of the day in front of a computerMust be able to use telephone headsetsMust be able to type on a keyboardMust be able to speak to and hear customersMust be able to read a laptop/computer monitorMust be able to be mobile in an office environmentThis

job description
does not imply an employment contract, nor is it intended to include