First Security Bank of Missoula · 20 hours ago
Treasury Management Specialist
Missoula, MT
Full-time
Onsite
New Grad, Entry Level
0+ years expFirst Security Bank of Missoula is seeking a Treasury Management Specialist to provide customer and branch support for e-banking and treasury management services. The role involves processing electronic fund transfers, maintaining documentation, and ensuring compliance with applicable policies and procedures.
BankingFinancial ServicesSecurity
No H1B
Responsibilities
Provide first line commercial electronic payments support for operational onboarding, and customer support questions including but not limited to wires, ACH, RDC, and business bill pay. Encourage customers to use all available self-service tools
Ensure that proper records are maintained, and that safeguards and systems are in place for retention and storage as necessary. Responsible for adhering to SOX policy and procedures to ensure regulatory compliance
Assist Treasury Operations Manager with tier I customer annual reviews including ACH and cash management risk. Verify the ACH limit in the file to ensure it agrees to the computer and retrieve appropriate authorization levels for each review. Assist department with onboarding of tier I customer setups
Remain informed of all bank products and services. Ability to identify sales opportunities and refer business to the appropriate person for follow up and close of sale. Utilize knowledge of products and services to answer customer inquiries and ask questions that may open opportunities for sales
Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Maintain strict confidentiality of customer’s personal and financial information
Develop and improve skills through training programs and regular feedback discussions with supervisors which help further professional development. Participate in all training sessions and complete all assigned OnCourse compliance courses and achieve a passing score by due date
Adhere to First Security Bank’s core values; represent the bank in a professional manner which includes a professional image, confidentiality, positive ‘can-do’ attitude, good attendance, punctuality, flexibility, and adaptability in meeting internal and external customer needs
Display excellent customer service with both internal and external clients. Embody First Security Bank’s “Welcome” tenets: Warm - Demonstrate warmth; be genuine and approachable Engage - Engage with teammates and customers; be present in every interaction Listen - Actively listen to employees and clients Connect - Build relationships, connect with the community and teams Opportunity - Seek out opportunities to serve others Modify - Modify your approach to meet employees and clients where they are; style-flex and adapt as appropriate Experience - Create a true experience for the client by providing exceptional customer service on their financial journey
Must be capable of regular, reliable, and timely attendance to accomplish essential job functions including in-person contact with internal and external customers
Position performs other duties as needed/assigned
Qualification
Required
A high school degree or GED is required
Six months of banking experience
Must possess current valid driver's license
Benefits
Medical, dental, vision, and life insurance
Health savings account option
Employee Assistance Program (EAP)
Health rewards program
Retirement savings plan, including 401(k) and Profit-Sharing plans
Short and long-term disability benefits
Education and training benefits
Discounts on banking products and services
Generous Paid Time Off (PTO) plan
Paid holidays
Company
First Security Bank of Missoula
First Security Bank of Missoula is a full-service bank in Montana.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Burke
President and CEO
Company data provided by crunchbase