Treasury Sales & Service Support Specialist

Main Office: 800 Philadelphia Street, Indiana, PA 15701

Work Days and Expected Hours:

Monday - Friday: 8:00 AM - 5:00 PM

(Additional hours as necessary to meet the objectives of the department).

Function: Responsible for various Treasury Management sales and service support functions, which include centralized customer sales and service support, reducing fraud risks, administrative and solving for process gaps across multiple departments through front line submissions and operations

Duties and Responsibilities:

• Provides proactive and reactive sales and service support to Branches and Business Bankers by demonstrating product knowledge and strong customer service skills.

• Maintains working knowledge of all Treasury Management products and department procedures.

• Assists in maintaining up-to-date corporate and departmental policies and procedures

• Attends periodic educational opportunities to stay up to date on regulations/rules.

• Manages customer requests for new products, updates and maintenance of existing account documentation and corresponding Bank/Treasury documents to properly setup products/document updates.

• Corresponds with customers by email and phone.

• Works with appropriate Bank personnel to produce the required documents.

• Sends the Documents to the customer and reviews executed documents for proper completion.

  • Delivers documents to the corresponding processing area(s).

  • Acts as primary point of contact with customer to resolve discrepancies related to documentation or authorization of customer requests.

  • Assigns work received via email to CTO and Deposit Operations/Wire employees as part of normal job duties.

  • Acts as liaison between Branches/Business Bankers and CTO/Deposit Operations/Wire teams in performing authentication and completeness checks on customer paperwork.

• Maintains a good working relationship with bank employees in other departments and business lines. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization.

• Performs other duties as assigned, and as necessary to support the successful operation of the department.

Physical Demands

Operates a keypad device: 80% of the day. Requires the use of manual dexterity skills for typing 80% of the business day. Specific vision requirements include close vision of 18"-20" for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education

Requires a high school diploma or equivalent, plus specialized training, a two-year degree or equivalent work experience.

Experience

Requires five to ten years general experience with two to five years specialized Customer Service and/or Treasury Product experience preferred.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Salary Range: