Mountain West Bank · 12 hours ago
Treasury Support Specialist I
Meridian, ID
Full-time
Onsite
Entry Level
2+ years expMountain West Bank is committed to community and employee welfare, seeking a Treasury Support Specialist I to join their Treasury Support department. The role involves providing operational support for Treasury Management products, serving as a primary contact for business customers, and ensuring high-quality customer service and compliance with regulations.
Financial Services
No H1B
Responsibilities
Uphold and actively promotes the bank’s core beliefs, core values, and customer service standards, collectively known as 'Our Compass.'
Support our community through department fundraising activities or volunteering during bank sponsored events
Provide exceptional customer service while displaying genuine enthusiasm, empathy, and compassion. Ensures each and every customer interaction adheres to our customer service standards
Provide ongoing support and resolution for Treasury Management services, including account maintenance, product setup, and issue troubleshooting
Educate customers on the risks, features, and operational requirements of Treasury Management services to ensure informed usage and compliance
Install equipment and train customers on all treasury management products
Monitor inventory of equipment to maintain a proper supply for the treasury management department
Maintain accurate and up-to-date documentation for all accounts and services within the Treasury Management portfolio
Provide backup support to eBanking as needed during high-volume periods or staff absences
Becomes educated with all bank products and services to provide excellent customer service, retain customers, and cross-sell products as appropriate
Remain informed of and conform to all applicable policies and procedures, including security
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Qualification
Required
High school diploma or equivalent
Minimum 2 years of experience in banking or financial services, preferably in a customer support or sales support capacity
Minimum 2 years of previous customer service experience
Embodies a customer-first mindset with genuine enthusiasm for assisting customers
Excellent communication and customer service skills both verbal and written to maintain a heavy volume of correspondence, personal contact, and telephone communication
Good knowledge of Word and Excel
Ability to maintain strict confidentiality
Ability to multi-task and handle complex tasks efficiently
Strong organizational skills
Preferred
Jack Henry
ACH Operating Rules
Good understanding of banking regulations and compliance
TechXpert Certification
Benefits
Medical
Dental
Vision
Life insurance
Health savings account option
Employee Assistance Program (EAP)
Health rewards program
Retirement savings plan
401(k)
Profit-Sharing plans
Short and long-term disability benefits
Education and training benefits
Discounts on banking products and services
Paid Time Off (PTO)
Paid holidays
Company
Mountain West Bank
Mountain West Bank is a financial services company that offers credit, debit cards, and online banking products services.
201-500 employees
Funding
Current Stage
Growth StageRecent News
GlobeNewswire News Room
2023-10-25
Company data provided by crunchbase