Treasury Management Support Clerk I jobs in United States
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Banterra Bank · 1 month ago

Treasury Management Support Clerk I

Banterra Bank is seeking a Treasury Management Support Clerk I to assist with customer transactions and ensure compliance with applicable laws and regulations. The role involves data entry, customer support, and maintaining departmental documentation while tracking inventory and supplies for various department products.

Financial Services
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Growth Opportunities

Responsibilities

Monitor the web-based modules for customer initiated transactions and correspondence and ensure items or inquiries are processed properly and timely
Process various forms and agreements by verifying customer information and account ownership
Perform data entry and work with various software programs
Image and maintain departmental documentation following record retention guidelines
Maintain familiarity with applicable laws, regulations and general safety and soundness guidelines and assist in ensuring compliance
Maintain knowledge of electronic products and services
Provide quality customer support for electronic products and services
Assist in updating procedures for various products
Review product updates and/or releases
Assist in compiling, processing and monitoring various reports
Track inventory and supplies for various department products

Qualification

Banking experienceElectronic products knowledgeCustomer service orientationOrganizational skillsMathematical calculationsMicrosoft OfficeProblem solvingCritical thinking

Required

High school diploma or equivalent
Minimum of one year of banking experience
Strong organizational skills and attention to detail
Strong customer service orientation
Ability to problem solve, prioritize tasks and meet required deadlines
Ability to think critically and use good, sound judgment in decision making
Ability to respond to common inquiries or complaints from customers, co-workers or vendors
Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management
Must understand and comply with company policies and procedures
Ability to maintain a friendly, helpful and courteous attitude when working with customers or co-workers under diverse conditions
Ability to accurately and quickly complete standard mathematical calculations
Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations
Ability to use a calculator, computer and applicable software
Ability to use Microsoft Internet Explorer and Microsoft Office programs, specifically Word, Outlook and Excel
Ability to lift and carry 25 pounds for a distance of 50 feet

Preferred

Experience with electronic products and services

Company

Banterra Bank

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Banterra Bank is a bank providing consumer lending, mortgages, and financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Gary Dillard
EVP, Chief Financial Officer
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Jennifer Aden
Executive Vice President, Chief Legal Officer, Corporate Secretary
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Company data provided by crunchbase