S&T Bank · 4 months ago
Commercial Treasury Sales Support Administrator
Plum, PA
Full-time
Onsite
Mid, Senior Level
$16.23/hr - $31.73/hr
5+ years expS&T Bank is seeking a Commercial Treasury Sales Support Administrator to handle various administrative functions for the TM Sales Group. The role involves acting as a liaison between departments, managing customer requests, and ensuring compliance with bank operations and procedures.
BankingFinancial ServicesWealth Management
Responsibilities
Proves competencies in bank operations by demonstration of product knowledge and service expectations in a successful manner
Acts as liaison between TM Sales and CTO/Deposit Operations/Wire teams in performing authentication and completeness checks on customer paperwork
Maintains working knowledge of all department procedures
Assist in maintaining up-to-date corporate and departmental policies and procedures
Attend periodic education opportunities to stay up-to-date on regulations/rules
Assist in special projects, such as new product implementation and procedure documentation
Acts as primary point of contact with customer to resolve discrepancies related to documentation or authorization of customer requests
Manage Customer Requests for updates and maintenance of Signature Cards, Account Resolutions, Beneficial Ownership Documents, Wire Set Ups, Repetitive Money Transfer Agreements and corresponding Bank/Treasury Documents to properly complete the changes
Correspond with customers by email and phone
Work with appropriate Bank personnel to produce the required documents
Send the Documents to the customer and review executed documents for proper completion
Deliver documents to the corresponding processing area(s)
Follows up on deposit accounts opened and corrects deficiencies or document exceptions
Assigns work received via email to CTO and Deposit Operations/Wire employees as part of normal job duties
Maintains a good working relationship with bank employees in other departments and business lines. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization
Performs other duties as assigned, and as necessary to support the successful operation of the department
Qualification
Required
Requires a high school diploma or equivalent, plus specialized training, a two-year degree or equivalent work experience
Requires five to ten years general experience required, with Customer Service and/or Treasury Product experience preferred
Proves competencies in bank operations by demonstration of product knowledge and service expectations in a successful manner
Acts as liaison between TM Sales and CTO/Deposit Operations/Wire teams in performing authentication and completeness checks on customer paperwork
Maintains working knowledge of all department procedures
Assist in maintaining up-to-date corporate and departmental policies and procedures
Attend periodic education opportunities to stay up-to-date on regulations/rules
Assist in special projects, such as new product implementation and procedure documentation
Acts as primary point of contact with customer to resolve discrepancies related to documentation or authorization of customer requests
Manage Customer Requests for updates and maintenance of Signature Cards, Account Resolutions, Beneficial Ownership Documents, Wire Set Ups, Repetitive Money Transfer Agreements and corresponding Bank/Treasury Documents to properly complete the changes
Correspond with customers by email and phone
Work with appropriate Bank personnel to produce the required documents
Send the Documents to the customer and review executed documents for proper completion
Deliver documents to the corresponding processing area(s)
Follows up on deposit accounts opened and corrects deficiencies or document exceptions
Assigns work received via email to CTO and Deposit Operations/Wire employees as part of normal job duties
Maintains a good working relationship with bank employees in other departments and business lines
Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization
Performs other duties as assigned, and as necessary to support the successful operation of the department
Preferred
Customer Service and/or Treasury Product experience preferred
Company
S&T Bank
S&T Bank was founded in 1902 as “Savings & Trust Company of Indiana” with a single location in Indiana, Pennsylvania.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1992-04-24IPO
Leadership Team
Chris McComish
Chief Executive Officer
Bill Kametz
Executive Vice President, Deputy Chief Credit Officer
Recent News
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