Treasury Management Operations Associate jobs in United States
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Superior National Bank ยท 1 month ago

Treasury Management Operations Associate

Superior National Bank is seeking a Treasury Management Operations Associate to manage the day-to-day operations of the Treasury Management Operations Department. The role involves processing Treasury Management products, supporting customer onboarding, and ensuring effective communication with customers and internal teams.

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Responsibilities

Support and participate in the processing of all Treasury Management products and platforms (ACH, Wires, Remote Deposit Capture, Positive Pay, business online banking platform, etc.)
Work closely with the Treasury Management Officer and other customer-facing employees to ensure smooth onboarding of new Treasury customers
Performs set up of new Treasury Management products and provides customer support for Treasury Management customers on an ongoing basis
Monitor customer enrollment into Treasury Management products
Prepares various reports related to Treasury Management product adoption, usage volumes, etc
Prepare for and participate in Treasury Management product committees
Assist with audit requests related to Treasury Management products
Assist with employee training of Treasury Management products
Communicate with customers through multiple channels
Quickly identify needs to route customers to appropriate resources
Review fraud suspect items and contact customers to determine whether they are legitimate
Work with vendors to perform research and seek resolution for identified customer or system issues
Collaborate with other departments to ensure smooth customer and employee interactions
Act as an ambassador of our Treasury Management products and business online banking platform
Perform other duties as assigned

Qualification

Treasury Management productsDigital banking productsRegulation E knowledgeBSA knowledgeCustomer supportProblem-solving skillsMulti-taskingInvestigative skillsCommunication skillsAttention to detail

Required

Excellent communication skills, including verbal, phone, written, listening, and people/soft skills
Ability to move appropriately and quickly between a variety of communication channels including phone and chat
Ability to multi-task
High attention to detail
Strong focus on identifying customer needs, clarifying information, and issue resolution
Strong investigative and problem-solving skills
Strong comfort level with technology and digital banking products, with a focus on Treasury Management products
Advanced knowledge of Regulation E, BSA, RDC and NACHA Rules
High school diploma or equivalent
Successful completion of in-house training program

Company

Superior National Bank

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Superior National Bank opened in 1890.

Funding

Current Stage
Growth Stage

Leadership Team

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Jeff Kopelman
President & CEO
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Michael Hauswirth
President & CEO
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Company data provided by crunchbase