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Summit Credit Union · 1 month ago

Treasury Management Support Specialist 1

West Bend, WI

Full-time

Hybrid

Entry Level

1+ years exp

Summit Credit Union is committed to providing effective financial services, and they are seeking a Treasury Management Support Specialist 1 to enhance their reputation and ensure compliance. The role involves supporting treasury management operations, achieving financial goals, and expanding member relationships through exceptional service.

BankingFinancial ServicesPersonal Finance

Responsibilities

Enhanced Reputation: Summit’s reputation is strengthened through effective communication and efficient handling of referrals from initial contact to completion

Regulatory Compliance and Growth: Summit remains compliant and well-positioned for growth by staying current with regulatory and industry standards, ensuring accurate documentation and communications

Achievement of Financial Goals: Treasury management sales, deposit, and fee income goals are met or exceeded by providing exceptional member service, promoting the full suite of treasury management products/services and deposit accounts, and effectively cross-selling to current members and target markets

Expanded Member Relationships: Member relationships are expanded through prompt and effective problem resolution, including thorough research and timely responses to issues

Smooth Treasury Management Operations: Treasury Management functions smoothly with highly responsive and accurate support for the Treasury Sales and Operations teams, ensuring tasks are completed on time

Qualification

Financial services experienceInterpersonal skillsCommunication skillsBusiness software knowledgeFinancial productsTeam contributorRegulationsOrganizational skillsAttention to detailWork under pressure

Required

High School Diploma or general education degree (GED)

One or more years of financial services experience in business sales support; or combination of applicable work experience and education

Enjoys working with members and demonstrates excellent interpersonal skills

Working knowledge of computers and business software (Excel, Word) and the ability to learn new technologies and proprietary software. Ability to operate general office equipment

Strong communication and organizational skills

Solid understanding of financial products and services

Close attention to detail and accuracy and maintains member confidentiality

Aptitude for business sales, finance, and financial services

Able to work effectively and efficiently, both individually and as a team contributor

Contributes to the fulfillment of Credit Union goals and objectives

Ability to work in fast-paced environment and under pressure, as needed

Must have regular attendance at the job site

Must be knowledgeable of regulations and follow Credit Union policies and procedures to assure proper documentation and compliance