Job Description

The Treasury Management Operations Specialist is the primary source for member support and product fulfillment for all Treasury Management services. This includes business on-line banking, ACH, wire origination, positive pay, remote deposit, and all future Treasury Management services. This position supports internal and external business members by handling incoming calls and written requests while ensuring adherence to service level agreements for support and product onboarding. Responsibilities include addressing member inquiries, managing service requests, and collaborating with internal teams to deliver exceptional service and support.

Core Job / Requirements/Outcomes

• Provides superior business member support on all treasury management services in a professional and responsive manner for both internal and external business members and associates by ensuring accuracy, quality, and expediency through various communication channels, ie: phone, email and internal messaging.
• Manage implementation workflows submitted by sales team by implementing and training business members within established SLA’s; ensure full adoption of new services by providing scheduled follow up support within the 90days after training
• Assist with projects on existing and new treasury management products by partnering with Digital and Product Solutions in the testing and implementation of new services internally and with existing business members.
• Be the subject matter expert for the technology and function of existing and future treasury management products by reviewing user materials for treasury management products, including manuals and training programs.

Other Essential Functions

• Maintain a high-level understanding and ability to navigate Credit Unions internal and member facing systems.
• Collaborate effectively with multiple lines of business essential to the member experience.
• Ability to communicate effectively in individual and group situations.

Qualifications

Education High school diploma or equivalent required.

Job Experience A minimum of four years’ experience at a financial institution with an emphasis in Treasury Management operations.

Certifications AAP certification preferred.

Software Skills Experience with Finastra’s Phoenix, nCino, and Malauzi on-line banking is preferred. Proficient knowledge of MS Office programs including Outlook, Word, Excel and Teams.

Physical Demands Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 10 pounds with accommodations.

Work Conditions This position offers flexibility, allowing work remotely with occasional in-person meetings. Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment.

Travel Demands Reliable transportation is required due to occasional travel to branches and other locations within the area.

Additional Information

Ready to apply? Click on I'm interested!