Summary: Responsible for supporting the Online Banking department including consumer and business banking, and Treasury Management products & services by providing technical and professional support to internal and external clients. Support the successful implementation of Treasury Management Services for clients. Provide quality sales support and assistance to Treasury Management Sales Officers and their prospective clients and serve as a liaison between clients and business line partners/departments.
Duties and Responsibilities:
Provide support to Treasury Management Sales by coordinating implementations for new and existing clients
Prepare and track customer agreements, authorizations, and approvals
Responsible for providing timely, informative reports to clients on the status of product implementations
Ensure successful, accurate and timely implementation of Treasury Management Services for clients
Provide high quality client support of consumer online Banking, business online banking, mobile banking and Treasury Management products and services
Perform quality control, call back, retention and archival of all Online Banking related forms and documents
Identify test system issues, user acceptance testing, and report findings to the Digital Banking Manager
Assist online Banking with daily reporting, monitoring, maintenance and audit
Provide Treasury Management product trainings to clients and internal staff
Adhere to company policies as defined
Job Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience:
High school diploma or equivalent required; Bachelor’s degree in Business or Technology a plus
Minimum 1 to 3 years of related experience required
Experience with computer or application troubleshooting and support is preferred
Skills / Qualifications:
Working knowledge of ACH and Wire Transfer networks and processing preferred
Working knowledge of basic computer technologies with understanding of networking concepts, common desktop applications, and hardware
Proficiency in Windows OS, Internet Explorer and Microsoft Office Apps (Word, Excel, PowerPoint)
Strong interpersonal and client service skills
Strong oral and written communication skills
Must be detail-orientated with the ability to self-prioritize
First Foundation is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
Leave a Reply