Security Service Federal Credit Union · 22 hours ago
Treasury Management Associate II
San Antonio, TX
Full-time
Onsite
Mid, Senior Level
6+ years expSecurity Service Federal Credit Union is seeking a Treasury Management Associate II responsible for the complex implementation and onboarding of Treasury Management products and services. The role involves coordinating training for members, ensuring quality service levels, and supporting the sales team in identifying client needs.
Financial Services
Responsibilities
Responsible for the complex implementation/onboarding of all Treasury Management products and services
Coordinates and provides training to members on how to effectively utilize Treasury Management products in accordance with their business needs
Serves as subject matter expert on Treasury Management products and services
Ensures implementation and servicing queue workflows have workload parity across the team and that quality service level agreements are met
Reviews documentation for implementing new products and services and/or maintenance request ensuring documentation is complete, recorded and imaged according to established guidelines
Provides clients with new products and services documentation such as tokens, guides and other implementation information
Assumes ownership of problem resolution throughout all Treasury Management implementations, including identifying issues, resolving them, and following up with clients to ensure their satisfaction
Supports Treasury Management Sales Team in identifying client needs and recommending additional products or services
Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values
Qualification
Required
Associates degree in business, finance or related area, or equivalent combination of education and experience
Minimum 6 years banking experience with 3 years experience in treasury management sales, implementation and/or servicing
A proactive approach for improving the efficiency of the department
Knowledge of Microsoft Office software: Word, Excel, PowerPoint, Outlook
Excellent planning and time management skills as well as strong interpersonal and communication skills including verbal, written, and presentational skills
Able to work with all levels of management
Highly organized and detail oriented
Skilled at relationship building and collaborative teamwork
Able to manage multiple tasks and priorities in a high-volume environment
Preferred
The ability to adapt to change quickly
A strong work ethic
A strict adherence to work schedule time and deadlines
The ability to work independently as well as with a team
Ability to read and interpret legal documents
Able to interpret credit union and regulatory policy and guidelines to prevent issues and errors
Maintains a thorough knowledge and understanding of federal, state and NCUA regulations as well as NACHA guidelines
Company
Security Service Federal Credit Union
Security Service Federal Credit Union gives financial products and services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Leek
Executive Vice President / Chief Operating Officer
Recent News
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2025-06-10
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2024-04-08
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