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Treasury Management Operations Specialist (Full Time) - Richardson Operations Center

Prosperity Bank

Treasury Management Operations Specialist (Full Time) - Richardson Operations Center

Richardson, TX
Paid
  • Responsibilities

    Hours: Monday - Friday 8:30 am to 5:30 pm

    Prosperity Bank is seeking to fill the position of Full Time Treasury Management Operations Specialist at our Richardson Operations Center.

    The Treasury Management Sales Officer is responsible for implementation, support and training for all Treasury Management products and services including, but not limited to, ACH Origination, Remote Deposit Capture, Online Wire Transfers, Positive Pay, Commercial Online Banking, Bill Pay, Enhanced Account Analysis, Sweep Accounts and Lockbox.

    PRIMARY DUTIES & RESPONSIBILTIES:

    • Provide exceptional service to internal and external customers.
    • Conduct all facets of product and service implementations, modification and deletions, including but not limited to, reviewing documents for accuracy and completeness, entering data into all affected systems, auditing input, completing daily audit and scanning documents into Synergy, accurately and according to procedure.
    • Provide support for all Treasury Management products and services; including, but not limited to, ACH Origination, Remote Deposit Capture, Online Wire Transfers, Positive Pay, Commercial Online Banking, Bill Pay, Enhanced Account Analysis, Sweep Accounts and Lockbox.
    • Provide installation, support and training to clients for all Treasury Management products and services over the phone, remotely using web conferencing software and as needed, in person.
    • Assist clients with file format setup and support for ACH, Wires and Positive Pay.
    • Answer incoming calls and respond to requests received by phone and email from Clients, and internal Bank personnel.
    • Develop and maintain a collaborative relationship with other Bank departments.
    • Complete research and documents for Client Annual Reviews
    • Perform permanent and temporary ACH, RDC and Wire limit increases adhering to procedures
    • Ensure compliance with Bank policy and procedure, Federal Regulation and NACHA Rules.
    • Maintain a working knowledge of all implementation functions.
    • Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
    • Perform other duties as assigned.

    Prosperity Bank is committed to providing our customers a personalized service experience, we're looking for people who are passionate about satisfying customers, will not settle for the average, embrace creativity and operate with a sense of purpose. If this is you, then we are looking forward to meeting you and are excited that you are interested in joining Prosperity Bank - where we are Simply Better!

    Come join our team and explore the endless possibilities that a career in banking can provide!

    A pre-employment credit check will be performed on all qualified applicants.

    Prosperity Bank is an Equal Employment Opportunity and Affirmative Action employer, and Member FDIC.

    Required Skills

    Strong organizational and interpersonal skills.

    Demonstrated ability to break down problems, investigate root causes and identify timely resolutions.

    Demonstrated ability to learn new processes and to adapt and thrive in a fast paced, changing environment.

    Ability to maintain attention on the matter at hand with frequent interruptions during the day.

    Proficient PC skills including familiarity with browsers, experience with Microsoft Office, especially Excel and Word, and proficiency at keyboarding.

    Comfort with troubleshooting technical issues.

    Ability to effectively present information in one-on-one and small group situations, to clients and other employees in the organization.

    Ability to work flexible hours.

    Strong attention to detail.

    Self-starter.

    Required Experience

    Bachelor’s degree in Business or related degree, equivalent work experience or combination of both.

    General knowledge of Bank or Treasury Management products and services preferred.

  • Qualifications

    Strong organizational and interpersonal skills.

    Demonstrated ability to break down problems, investigate root causes and identify timely resolutions.

    Demonstrated ability to learn new processes and to adapt and thrive in a fast paced, changing environment.

    Ability to maintain attention on the matter at hand with frequent interruptions during the day.

    Proficient PC skills including familiarity with browsers, experience with Microsoft Office, especially Excel and Word, and proficiency at keyboarding.

    Comfort with troubleshooting technical issues.

    Ability to effectively present information in one-on-one and small group situations, to clients and other employees in the organization.

    Ability to work flexible hours.

    Strong attention to detail.

    Self-starter.

  • Industry
    Financial Services