TBK Bank
Bettendorf, Iowa, United States
Treasury Mangement Onboarding Specialist
Job Description
At TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.
Position Summary:
The Treasury Management Onboarding Specialist will be responsible for the successful onboarding of Clients with Treasury Management and Small Business products. This position will interact with Treasury sales staff, Product Management, Service, Project, and Client Training Specialists.
Position Description:
Essential duties and responsibilities include the following. Other duties may be assigned.
- Onboard Products and Services for Treasury Management and Small Business Clients.
- Including clients with large, complex, depository relationships.
- Set up and capture Treasury Management product revenue appropriately.
- Review Treasury Management Agreements, internal forms, and onboarding requests to ensure proper execution.
- Communicate directly with clients regarding testing and any format changes needed, including ACH files, Positive Pay issue files, etc.
- Ensure that product onboarding timelines and SLAs are met.
- Mentor new Onboarding Specialists, including training of new associates.
- Attend meetings and training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies.
- Support Treasury Management in the development, implementation, and maintenance of new products.
- Cross-train in other areas of Treasury Management Services and Operations.
- Adhere to internal and external policies and procedures of the bank.
- Support the sales and service goals of the Treasury Management Department.
- Support organizational growth.
- Complete special projects and other duties as assigned.
Qualifications:
- High school diploma or (GED) required.
- 4-6 years experience in high level customer service environment.
- 2-4 years Bank operations and/ or Treasury Management experience required.
- In-depth knowledge of Treasury Management products and services.
- Excellent communication skills required, both written and verbal.
- Excellent Customer Service skills.
- Strong attention to detail and good planning and organization skills.
- Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred.
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
Go on. Do it. Apply Today!
OUR BUSINESS
Were a diversified financial service company that provides community banking, national lending and commercial finance solutions. We are also a leading provider of factoring services and an innovator of payment solutions for the transportation industry. Our focus on creating value helps our team members thrive, our customers succeed and our communities prosper.
We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law.
OUR PURPOSE
Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph.
OUR CORE VALUES
Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to:
? Transparency
? Respect
? Investing for the future
? Unique is good
? Mission is more than the money
? People make the difference
? Humility
FOCUS ON SERVING OTHERS
At Triumph, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas:
? Training future leaders
? Establishing viable communities
? Giving people a second chance
? Serving the less fortunate
We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.