South Shore Bank · 1 month ago
Treasury Management Specialist
Dedham,MA,US
Full-time
Onsite
Entry, Mid Level
$26/hr - $32/hr
2+ years expSouth Shore Bank is a locally managed mutual bank driven by the needs of communities. The Treasury Management Specialist serves as a resource to the Treasury Management Department by providing professional customer service and support for business clients, managing products and services related to Treasury Management.
Financial ServicesVenture Capital
Responsibilities
Provide support and training to business clients to fulfill needs and solve problems related to Treasury Management products, deposit accounts and general requests
Set-up products and services on Business Online Banking after performing a review of accuracy and completeness according to policies and procedures
Demonstrating a high level of proficiency with South Shore Bank’s digital technology offerings including but not limited to Business Online Banking, Remote Deposit Capture, ACH Originations, Wires, Positive Pay and Mobile Banking
Process monthly Account Analysis statements for Treasury Management clients
Contribute to the development and ongoing assessment of operational policy and procedures, adjusting as needed in response to operational or regulatory changes
Proficiently trouble shooting technical issues to include various file formats, browser, and firewall changes, etc
Preparing and organizing required reports on a scheduled basis
Providing back up to Treasury Management Team as needed
Review maintenance reports and resolve any inconsistencies
Assists Treasury Management on special projects including the implementation of any product and services
Adhere to the Bank’s privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information
Daily review and monitoring of services including Positive Pay, BOB enrollments and ACH Returns
Complete all internal Bank training as assigned and required
Adhere to the Bank’s privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information
Exhibit the ability and desire to embrace and enhance the Bank culture
Qualification
Required
2+ years of experience working with and understanding the needs of business clients
Knowledge of bank operations and Treasury Management products including but not limited to Business Online Banking, RDC, ACH, Wires services
Proven strong customer service and communication skills, both verbal and written
Knowledge of the Bank's products and services
Experience performing advanced level digital banking activities to include system administration, working in an expert capacity, implementing new digital services, and facilitating system upgrades
Demonstrated success at being self-directed with independent ability to translate assignments into plans and actions
Ability to write reports, business correspondence, and procedure manuals
Strong written and verbal communication skill, including ability to organize and present ideas and information in a simple, concise, and unambiguous manner
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to effectively present information and respond to questions from groups of managers, clients, clients, and the general public
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers
Ability to use and understand calculator
Ability to understand interest rate and percent
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Benefits
Medical
Dental
Vision
Flexible Spending
Dependent Care
Child Care Subsidy
Retirement
Life Insurance
Many other benefits
Company
South Shore Bank
South Shore Bank is a mutual savings bank based in Massachusetts.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Dunphy, CPA, CMA
President and CEO
Paul Pecci
Retired bank President and CEO, Bank Director, Author & Speaker
Recent News
Lenders Cooperative
2025-09-22
2025-02-07
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