Treasury Operations Client Relationship Specialist I

Western Security Bank

About The Role

The Treasury Operations Specialist I position provides support for all electronic banking products including but not limited to, Net Teller, online accounts and other electronic products and services. This position completes a range of duties of varying abilities to include but not limited to; researching, troubleshooting, and resolving issues related to all Treasury Management (TM) products and services. The Treasury Operations Specialist I position will provide initial training, support, and ongoing servicing for all electronic banking products for internal and external customers. This position is responsible for meeting critical deadlines in a fast-paced environment.

The Treasury Operations Specialist I will work independently, as well as in cross-functional teams with various levels of knowledge. These cross-functional teams assist internal support staff to accomplish position/department/customer goals within regulatory/policy guidelines. Will also serve as a liaison maintaining a professional, customer service-oriented demeanor in all contact.

Duties and Responsibilies Description:

Technical Skills:

  • NetTeller:
    • Responsible for the set-up of new NetTeller customers.
    • Provides thorough NetTeller support.
    • Reviews dormant/closed NetTeller accounts.
    • Prepares required documents for Net Teller setups.
    • Responsible for NetTeller maintenance.
    • Responsible to research complex Treasury Operations issues.
  • Cash/Treasury Management:
    • Responsible for a basic understanding of our Treasury Management products, services, and benefits they provide to our customers.
  • Technical Support:
    • Ability to research, troubleshoot, and resolve complex issues within Treasury Operations systems and products.
    • Responsible for maintaining and accessing Synergy Scanning for all Treasury Operations documents.
    • Responsible for setting up all basic Treasury Operations products and services for both internal and external customers.

Customer Relations:

  • Responsible for adhering to Western Security Banks Mission, Vision, and Service Principals.
  • Provide superior internal and external customer service. Must demonstrate self-governance, courtesy, and respect toward both internal and external customers.
  • Must be knowledgeable on all aspects of the Treasury Operations products and services. Must communicate requests and product information in a manner that is understood by the customer.
  • Is required to demonstrate a “customers come first” approach when prioritizing tasks.
  • Provides and maintains a professional, courteous, service-oriented relationship with all internal and external customers.

Additional Responsibilities:

  • All employees are accountable for compliance with applicable laws and regulations when performing their job duties. Each employee is expected to participate in required training to become familiar with the legal and regulatory requirements affecting his or her job responsibilities. It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
  • Responsible for assisting with acquisitions/mergers.
  • Adhere to and model Western Security Bank Company Mission and Vision Statement, Core Values and Service Principles.
  • Keeps management appropriately informed of area activities and of any significant problems.
  • Participate in Community Service and Bank sponsored activities that serve and support the mission and values of Western Security Bank.
  • Provide superior internal and external customer service: must demonstrate self-governance, courtesy, and respect toward external customers as well as internal customers (all organization personnel).
  • Complete required bank and OnCourse training courses within assigned time frame(s).
  • Represent Western Security Bank in a professional manner which includes a professional image, confidentiality, a positive attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs.
  • Keep work area tidy and maintain customer privacy.
  • Attends and participates in meetings as required.
  • Additional duties as requested or assigned.

About You

Qualifications
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.

  • A minimum of 1 year banking experience.
  • Previous deposit service expereince preferred.

Required Skills and Abilites

  • Working knowledge of Cash/Treasury Management agreements.
  • Strong interpersonal communications skills including customer service orientation and strong listening skills.
  • The ability to operate computer applications related to the position.
  • Performs complex banking tasks that require logical or scientific thinking to define problems, collect data, establish facts, and solve or draw conclusions.
  • Strong written and verbal communication skills.
  • Strong analytical and attention to detail skills
  • Ability to work well under pressure with a high degree of attention to detail.
  • Must have the ability to work in a professional manner and consistently demonstrate courtesy, customer service, and tact in a fast-paced/deadlines-oriented environment.
  • Ability to work quickly and accurately: perform effectively under pressure; meeting multiple and sometimes competing deadlines and make decisions based on regulation(s), company policy(s), knowledge, and experience
  • Mathematics and reasoning are constantly used/required on the job.
  • Memory and estimating are frequently used/required on the job.
  • Problem solving and exercising judgment are frequently used/required on the job.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions

What We Offer

COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays. Visit our website for more details!

COMPANY OVERVIEW: We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website. Check it out!

We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.

•We are an Equal Opportunity Employer.
•Please view Equal Employment Opportunity Posters provided by OFCCP here.

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  • Date Posted: November 18, 2024
  • Location: Billings, MT