Treasury Management Support Specialist

Job Category Sales, Banking, Treasury Employee Type Full-Time Exempt Manage Others No Contact information Name Human Resources Phone View phone number on click.appcast.io Description Treasury Management Support Specialist Department: Treasury Management Operations Reports To: Commercial Loan Manager Supervises: None FLSA Status: Exempt Status: Full Time, Regular Officer: Not Specified Location: Evansville Region Incumbent may be assigned and re-located to a branch within the Region as staffing and business initiatives dictate. Hours: Monday through Friday 8am – 5pm Over-time may be required if business and staffing needs dictate. Position Summary The Treasury Management Sales Support Specialist is responsible for supporting and servicing Treasury Management relationships and assisting with the overall functions of the Treasury Management area. This position supports the opening and maintenance of Treasury Management accounts, assists the Treasury Management sales team with day-to-day workflow, and contributes to Treasury Management growth objectives. The role is actively involved in daily client service, provides exceptional customer support, and is expected to remain knowledgeable regarding applicable BSA-related functions. Education and Experience Requirements High school diploma or equivalent. Associate’s degree in a business-related field is preferred but not required. Prior experience in a sales-focused environment. Knowledge of banking products and services. Essential Duties and Responsibilities Treasury Management Client Support Provide overall support for Treasury Management clients, products, and services. Deliver exceptional and timely client service. Assist clients through the Treasury Management onboarding process. Train clients on Treasury Management products and services as necessary. Attend client and prospect meetings as needed. Treasury Management Operations Support the daily operations of the Treasury Management area. Assist the Treasury Management sales team with day-to-day workflow. Prepare and complete Treasury Management documentation. File documentation into the bank’s document repository. Perform account service and maintenance activities. Product Knowledge and Sales Support Develop and maintain knowledge of First Federal’s Treasury Management products and services. Support Treasury Management’s growth objectives through responsive client service and sales support. Identify opportunities to cross-sell First Federal’s products and services. Cross-Functional Relationship Management Partner with Deposit Operations, Commercial Lending, Retail Banking, and other First Federal colleagues to support client needs and service delivery. Coordinate with internal teams to ensure Treasury Management accounts, documentation, and service requests are handled accurately and timely. Compliance and Risk Awareness Remain knowledgeable of BSA-related functions applicable to the role. Support accurate account opening, account maintenance, documentation, and servicing activities consistent with bank procedures. Perform all other duties as assigned. Knowledge, Skills, and Abilities Strong computer skills, including Microsoft Excel, Word, Access, and Salesforce. Ability to multi-task. Effective time management skills with the ability to prioritize work. General knowledge of banking products and services. Ability to provide responsive client service while supporting Treasury Management sales and operational functions. Competencies Necessary To Be Successful In This Position Customer Focus (internal and/or external): Always act with the customer in mind. Dedicated to meeting the customer’s needs and expectations. Works with the customer to understand and uncover their issues and/or needs. Interact with customers in a courteous, professional and knowledgeable manner. Gains customer’s trust and respect by establishing and maintaining relationships. Conduct all company transactions and interactions in an honest, professional and ethical manner. Remains composed and do not become defensive or show irritation when confronted with disgruntled customers. Cultivates a customer focused attitude. Job Knowledge: Understanding and proven experience of job responsibilities. Ability to make sound decisions drawing on knowledge and experience. Capable of analyzing and resolving customer or work-related issues. Perceived by customers and co-workers as a skilled problem solver, knowledgeable, and a valuable business resource. Mentors’ others on how to exhibit functional knowledge and skills. Initiative exhibited with growing own knowledge, skills and leadership. Understanding of current bank technology and initiative in learning new bank technology. Accountability: Understands objectives, priorities, and critical performance measures required to meet customer and company goals. Stays abreast of own performance and manages performance to achieve expected results. Keeps management informed of progress, issues and potential roadblocks in reaching goals. Actively seeks out feedback on own performance from customers, peers, and company management to identify and address areas of individual weakness that may affect department and company performance. Decision Quality: Demonstrates good judgement. Make timely, effective decisions without avoidance. Makes use of analysis, wisdom, experience and judgement. Has a track record of good sound decisions. Can cope with change and shift gears comfortably. Does not become agitated when aspects of a situation are unclear and need to be researched further or looked to another for direction. Results Focused: Demonstrates creativity in building new opportunities and expanding relationships. Approaches every business encounter as a possible opportunity but never sacrifices integrity, professionalism or company reputation. Results oriented; demonstrates the ability to adapt behavior to overcome obstacles needed to achieve expected results. Remains current in understanding the retail market and local competitor’s strategies, offerings and differentiating characteristics. Cultivates multiple contacts within both internally and externally. Ability to command others’ attention. Integrity: Widely trusted as a direct, honest person who can present the truth in an appropriate and helpful manner. Keeps confidences and owns up to mistakes. Consistently act with a high degree of professionalism and ethics. Keeps commitments. Conveys credibility, trustworthiness, and good judgment when making suggestions. Genuinely concerned for people, treating everyone with dignity and respect. Always a professional, representing the company in the best possible manner in speech, dress, and conduct. Initiative: Demonstrates initiative by looking for and suggesting solutions to problems without coaxing. A self-starter continually looking for ways to improve his/her effectiveness. Proactively involves appropriate individuals to resolve issues in a timely manner. Ability to work with minimum supervision or direction. Willingness to seek out and take responsibility for additional work assignments. Resist getting stale; committed to personal and professional development; self-directed in pursuit of resources that assist continuous learning. Supports innovation and organizational improvement initiatives. Works to implement organizational change. Acts as a champion for change by encouraging peers to embrace change initiative. Quality/Quantity of Work: Manages priorities and spend time on the most important issues a hand. Eliminates roadblocks and distractions; remains focused. Adapts priorities to changing circumstances. Produces acceptable amount of work within established time limits. Maintains a high quality of work as quantity increases. No unnecessary, repetitious, and/or unacceptable levels of errors with work. Produces and maintains required, compliant and accurate work. Is thorough in review of their work. Looks for ways to continually improve productivity. Adjust workflows and prioritizes tasks. Is resourceful in resolving issues. Adherence to Policies & Procedures: Demonstrates positive commitment to company’s goals, initiatives, policies and procedures through communication and actions. Complaint with maintaining customers, company and employees’ confidential information. Uses good judgement in seeking guidance on a company policy or procedure. Honesty and integrity in handling all company, customer and employee related issues. Interpersonal Relationship: Ability to communicate clearly, accurately, concisely, and compelling to diverse personalities, on all levels, in both verbal and written communication. Ability to adapt communication methods based on situations and personalities. Ability to present to customers, co-workers and management with poise, authority, and clarity and to respond appropriately to questions, objections, or challenges. Strives to understand others’ issues, opinions, and needs. Works to establish lasting professional relationships and earn the respect and trust of customers, co-workers and management. Meets commitments and follows through as expected. Resolves conflicts with others in a respectful, responsible and constructive manner. Shares thoughts, feelings, and rationale so that others understand your position. Remains composed and does not become defensive and/or irritated when confronted with adversity. Is receptive to and implements suggestions for improvement. Demonstration of commitment to the directive of the organization by actively and positively supporting management decisions. Leadership: Ability to make tough decision and take decisive action based on obtaining facts, alternatives and risks. Ability to plan and implement a project to its desired outcome within the expectable timetable and with the required results. Demonstrates a strong sense of and works within a strong boundary of respect, integrity, maturity, responsibility, and ethics in all actions. ADA Requirements Work is performed in a professional office environment. Role routinely uses standard office equipment such as computers, phones, copiers, scanners, printers, filing cabinets, and fax machines. Sitting for long periods of time; May be required to lift items weighing up to 25-lbs. Would require the ability to lift files, open filing cabinets and bend or stand as necessary. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. EQUAL EMPLOYMENT OPPORTUNITY POLICY First Federal Savings Bank is proud to be an Equal Employment Opportunity and Aff. employer. We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions will be reviewed and may be modified when deemed appropriate by management. As business needs and staffing needs change, all positions at First Federal Savings Bank/Home Building Savings Bank are reviewed. Employee may be moved for business purposes to sustain business and staffing demands. #J-18808-Ljbffr Kids for the Future