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CoastHills Credit Union · 6 hours ago

Business Treasury Specialist

Santa Maria, CA, US

Full-time

Onsite

Mid Level

$24/hr - $26/hr

3+ years exp

CoastHills Credit Union is seeking a Business Treasury Services Specialist who will provide support to business deposit products and services. The role involves operational support, maintenance of business accounts, and assisting members with treasury services.

BankingFinancial ServicesMobile Payments

Growth Opportunities

Responsibilities

Provides direct operational support to the AVP Business Services, including but not limited to document preparation and onboarding of new business accounts and other ancillary business products

Performs file maintenance on business accounts and other ancillary business products

Creates, prepares and maintains a variety of records and reports

Provides support to new and current business members with service requests and technical assistance related to treasury services products

Provides internal support with service requests and technical assistance related to treasury services products

Performs periodic review (quality control) of business accounts onboarded at the branch level

Completes all necessary month-end reports and submits to management as required

Maintains a working knowledge of procedures and policies, as well as business formation documentation

Maintains current job knowledge of Credit Union policies, procedures, and services. Uses cross-selling techniques to promote other Credit Union services

Regularly attends and participates in in-house training

Performs duties as assigned by management and may be assigned to work at any location