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MidFirst Bank · 1 day ago

Treasury Management Support Specialist - 1st Century Bank

Los Angeles, CA

Full-time

Onsite

Mid Level

$50K/yr - $70K/yr

3+ years exp

MidFirst Bank is a family-owned bank in Southern California committed to providing exceptional banking experiences. The Treasury Management Support Specialist is responsible for supporting a full range of Corporate Treasury Management products and Consumer Online Banking products, ensuring professional technical and operational support to customers and bank personnel.

BankingVenture Capital

Responsibilities

Assist Relationship Managers and Private Banking Officers in onboarding clients by providing a response to a client’s request for proposal, preparing client applications, agreements, and other required documentation, implementing new products and services for the client in a timely manner, and training the client in the appropriate use of the products. Also provide notice of upcoming customer reviews by providing information necessary to their review, assisting with any questions, and following up for a timely response

Assist customers with inquiries and problems related to Treasury Management and Electronic Banking questions and problems, or refer client to appropriate party. Follow up with customers or internal staff as necessary until the problem is resolved to the client’s satisfaction

Resolve problems within given authority

Be alert to potential fraud situations, and escalate any concerns to appropriate manager as soon as possible

Be aware of all bank policies and procedures that are applicable to the Treasury Management function and products

Maintain an in-depth knowledge of all Treasury Management products, to include the risks to the Bank and available controls that have been implemented

Provide training to bank personnel on the features, benefits, risks, and controls of the various Treasury Management products as requested

Perform routine and scheduled operational tasks such as report reviews, file transfers, customer monitoring, and other assigned duties in a timely and efficient manner. Maintain customer files in a timely manner and complete filing on a daily basis

Assist in the coordination and support of audits and examinations

Participate in Bank and Department projects as assigned

Qualification

Treasury management productsBanking operations experienceDatabase softwareExcelWord processingClient trainingCommunication skillsProblem-solving skills