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Salem Five Bank · 1 day ago

Treasury Management Analyst

Salem, MA

Full-time

Onsite

Mid, Senior Level

$59K/yr - $75K/yr

5+ years exp

Salem Five Bank is a growing regional financial services organization with a rich history of over 160 years. They are seeking a Treasury Management Analyst to provide outstanding customer experience, manage product setups, and support Treasury Management clients while ensuring compliance with banking regulations.

BankingFinanceFinancial ServicesMortgage

Responsibilities

Provides outstanding Customer Experience to Salem Five customers and prospects

Demonstrates a high level of proficiency with Salem Five’s digital technology offerings

Responsible for quality control/completion of all product set up forms and contracts

Completes all Treasury Management product set-ups/QC within applicable systems, ensuring that information is accurate, complete and processed timely

Coordinates client set-ups and onboarding experience, communicating credentialing information, next steps, and go-live dates

Ensures that all pricing and any exception requests are complete and accurate; validates DNA and WAA for purposes of passing pricing information are complete and accurate

Monitors daily files, connections and applicable systems integrations

As needed, provides client support to Treasury Management and small business payments customers to fulfill needs and solve problems related to various TM products & services, deposit accounts and general requests

As needed, trains new Treasury Management and small business payments clients

Assigns and maintains secure master listing of wire PINs

Must possess strong technical acumen to include proficiency utilizing desktop applications such as MS Office suite of products and internet-based applications and browsers; ability to review and work with customers/their vendors to create and validate that files perform as expected

Embraces new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change. Staying up to date on new fraud threats, cyber trends, etc

Prepares and organizes various reports as requested

Regularly assists with various projects and product rollouts to include new product implementations and systems testing, UI/UX upgrades, customer migrations, etc

Recognize and refer cross-sell opportunities to appropriate business partners

Provide back-up to Product Management with daily tasks as needed

Work effectively with other areas of the bank

Communicate effectively and professionally with customers and co-workers

Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position

Regular attendance is essential to this position

Qualification

Treasury ManagementElectronic bankingClient serviceMS Office SuiteAnalytical skillsProblem-solvingTechnical acumenAttention to detailCommunication skillsOrganizational skills

Required

Ability to work in the Salem, MA offices

Provides outstanding Customer Experience to Salem Five customers and prospects

Demonstrates a high level of proficiency with Salem Five's digital technology offerings

Responsible for quality control/completion of all product set up forms and contracts

Completes all Treasury Management product set-ups/QC within applicable systems, ensuring that information is accurate, complete and processed timely

Coordinates client set-ups and onboarding experience, communicating credentialing information, next steps, and go-live dates

Ensures that all pricing and any exception requests are complete and accurate; validates DNA and WAA for purposes of passing pricing information are complete and accurate

Monitors daily files, connections and applicable systems integrations

As needed, trains new Treasury Management and small business payments clients

Assigns and maintains secure master listing of wire PINs

Embraces new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change. Staying up to date on new fraud threats, cyber trends, etc

Prepares and organizes various reports as requested

Regularly assists with various projects and product rollouts to include new product implementations and systems testing, UI/UX upgrades, customer migrations, etc

Recognize and refer cross-sell opportunities to appropriate business partners

Provide back-up to Product Management with daily tasks as needed

Work effectively with other areas of the bank

Communicate effectively and professionally with customers and co-workers

Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position

Regular attendance is essential to this position

Attention to detail and thorough when performing work

Ability to multi-task, prioritize and remain focused in a fast-paced, client-centric environment

Demonstrated commitment to client satisfaction; provides superior customer service. Ability to diffuse and resolve conflict, preserve client relationships and maintain safety/integrity of the Bank

Communicates in a clear, concise and effective manner verbally and in written format

Demonstrates active listening; solicits feedback, offers balanced critiques and works toward collaboration

Demonstrates intellectual curiosity, desire to always be learning, and the ability to understand often complex workflows, systems, data sets and various technologies

Ability to negotiate and resolve complex/contentious issues; reach consensus and meet objectives

Excellent analytical and problem-solving skills; effectively evaluates information/data to make decisions; anticipates obstacles and develops plans to overcome them

Self-starter with ability to disseminate information and identify potential system gaps or areas of concern. Must have the organizational skills required to appropriately document & track issues along with willingness to take ownership of issues as they arise and the commitment to see them through to resolution

High level of understanding and ability to troubleshoot/problem solve issues related to technology, user systems, browser functionality and capabilities. Demonstrates ability to act as 'expert' resource for Salem Five's digital technology offering

Minimum 5+ years banking experience with strong background in Treasury Management, commercial operations, electronic banking/payments operations and/or client service

Strong technical acumen with various PCs, browsers, MS Office Suite and various ERP and accounting software and web-based products