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Tru Treasury · 1 day ago

Treasury Management Support Specialist

United States

Full-time

Remote

Mid Level

3+ years exp

Tru Treasury is a credit union service organization providing treasury management advisory and product solutions. They are seeking a Treasury Management Support Specialist responsible for onboarding and servicing Treasury Management products for Credit Union Member Business clients, collaborating with various teams to ensure effective product implementation and client satisfaction.

BankingConsultingFinancial ServicesFinTechVenture Capital

Responsibilities

Manage and execute all tasks associated with the onboarding of Treasury Management products and services including:

Provide and review Treasury Management Agreements, internal forms, and onboarding requests to ensure proper execution

Implement applicable treasury products as stated in relevant client procedure

Communicate directly with clients regarding all aspects of the onboarding process including progress updates, deliverables, testing requirements and results

Ensure that product onboarding timelines and SLAs are met

Provide all end user training

Take calls referred by initial client or member regarding TM product and service issues

Resolve client issues through problem identification and resolution skills including coordination with other production and support areas as needed for timely and effective resolution

Follow identified escalation protocols

Work closely with Treasury Management Sales, Vendor partners, and CU operations staff as needed

Document and track client issues for management reporting and to identify product and process improvements or clients at risk due to frequent problems

Provide customer training and support as needed on the use of TM Products

Maintain an advanced knowledge of Treasury Management products and services from both a user functionality and back office production perspective

Stay abreast of all changes, developments and enhancements for all systems and products

Ensure all audit and security policies and procedures are followed in accordance with policies and Federal regulations

Adhere to internal and external policies and procedures of the credit union and Tru Treasury

Crosstrain in other areas of Treasury Management Sales, Services and Operations as needed such as:

Assist credit union member services in the non-complex sale of treasury This includes:

Train member services on ways to identify treasury sales opportunities

Sell treasury products and services directly to the credit union business members

Identify cross-sell opportunities

Create proformas to show treasury product pricing to business members

Mentor new Sales Specialists, including training of new associates as needed

Complete special projects and other duties as assigned

Qualification

Treasury Management productsCustomer service experienceAnalytical skillsMicrosoft Office SuiteProblem-solving skillsPlanning skillsVerbal communicationWritten communicationOrganizational skillsTeam collaborationAdaptability

Required

Candidate must be based in the Pacific Time Zone (PT)

High school diploma or (GED) Associate or bachelor's degree preferred

3 – 5 years' experience in a Treasury Management customer service or onboarding

Knowledge of Treasury Management products and

Strong analytical and problem-solving skills

Ability to manage multiple tasks/projects and deadlines while adapting to changing conditions

Ability to work effectively in a virtual team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important

Strong computer skills, specifically the Microsoft Office Suite

Strong verbal and written communications skills

Strong planning and organizational skills