Treasury Management Support Specialist I
Glacier Bancorp, Inc.
Treasury Management Support Specialist I Representative
Altabank, Division of Glacier Bank, is looking for a Full-time Treasury Management Support Specialist I Representative for our Pleasant Grove Service Center.
The Treasury Management Operations Specialist serves as the subject matter expert and primary resource for all Treasury Management Banking products and services. Handles business setups, customer calls, demonstrations and walkthroughs with customers, technical support, annual reviews and other daily processes. Also completes a range of duties including researching, troubleshooting, and resolving issues related to all Treasury Management products and services. This role will also handle internal and external customer inquiries for all related activities. Utilize knowledge and expertise to assist/educate team members in all aspects of department. Help customers improve their banking experience and build strong customer relationships by understanding their needs and recommend bank products and services that meet their banking needs.
This is an in-office position.
Responsibilities:
- Provide technical support and training to customers on all treasury management products.
- Expand and build relationships, maintaining a high level of client satisfaction by generating, managing, and servicing the treasury needs of clients.
- Respond to customer questions and issues regarding Treasury and Cash Management systems and services to ensure effective customer system utilization and understanding.
- Conduct annual review and audit of each Treasury Management customer and their individual controls to mitigate unnecessary risk.
- Daily review of reports for eBanking & Fraud.
- Handle set up of customers online banking access, mobile deposit, positive pay, wires, ACH, bill pay, and RDN deposits.
- Provides support for branches and internal departments related to Treasury Management products and services.
- Assist Treasury Management sales team as needed. May include joint calls with customers.
- Stay current on treasury management trends, best practices, and customer challenges.
- Maintain excellent client relationships with detailed customer call logs and timely follow up.
- Handle research and process maintenance requests.
- Maintain strict confidentiality of all customers financial information.
- Complete other tasks and projects assigned.
- Adhere to Altabank Core Values.
- Keeps management appropriately informed of area activities and of any significant problems.
- Participate in Community Service and Bank sponsored activities that serve and support the mission and values of the Altabank.
- Provide superior internal and external customer service: must demonstrate self-governance, courtesy and respect toward external customers as well as internal customers (all organization personnel).
- Represent Altabank in a professional manner which includes a professional image, confidentiality, a positive "can-do" attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs. Keep work area tidy and maintain customer privacy. Attend and participate in meetings as required.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
- Complete required bank training courses within assigned time frame(s). It is the individual's responsibility to ensure that they understand the information given to them in each training. If the learner does not understand the information given, they need to reach out to their supervisor for further clarification or additional training.
- The above is a description of the ordinary duties of the position. It should be expected that from time to time, other duties both related and unrelated to the above may be assigned, and therefore, required.
Qualifications:
- Up to six months of similar or related experience.
- High School Diploma
Knowledge, Skill, Ability:
- Good knowledge of Word and Excel.
- Excellent communication skills both verbal and written to maintain a heavy volume of correspondence, personal contact, and telephone communication.
- Ability to multi-task and handle complex tasks efficiently. Strong organizational skills.
- Ability to work independent of daily supervision.
- Excellent customer service skills.
- A two-year college degree or completion of a specialized course of study at a business or trade school or equivalent combination of education and experience.
- Must have an aptitude for technology and technical troubleshooting abilities
- Must learn/understand the technical aspects of electronic banking and treasury products and services.
- Knowledge of Jack Henry system
- Required to provide professional, prompt, and accurate service
- Excellent communications skills and a positive attitude
- Accuracy and attention to detail
- Ability to multitask
Work Environment: No hazardous or significantly unpleasant conditions.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.
Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
What We Offer:
Compensation & Benefits: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at.0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details.
We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.
No Recruiters or unsolicited agency referrals please.
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