Jobs
>
Oakland

    Treasury Management Support Associate - Oakland, United States - Beneficial State Bank

    Beneficial State Bank
    Beneficial State Bank Oakland, United States

    2 weeks ago

    Default job background
    Banking / Loans
    Description

    Treasury Management Support Associates provide a wide range of professional, technical, product, and general support via email, telephone and in-person interactions to our corporate, small business and personal online banking clients and bank personnel team.

    TM Support Associates must be able to communicate technical instructions and concepts in terms the client can understand. Comprehensive knowledge of Online Banking and Treasury Services including an understanding of how ACH, Wires, Positive Pay and Remote Deposit Capture work is required. The TM Support Associate must be able to understand the basic risk ratings for new applications including soft exposure, update and execute support documentation as needed, and provide periodic reviews of client usage to evaluate limits and continued product justification. Candidate must be a self-starter and able to work quickly and efficiently.

    This position is a unionized position through the Communication Workers of America.

    ESSENTIAL DUTIES

    • Strong communication skills in email, telephone and in-person interactions with clients and employees.
    • Maintain and catalogue approval and authorization forms for all access granted to online sub-users and client profiles.
    • Periodic reviews of system sub-user and client profiles and forms to ensure compliance with Regulations and internal controls.
    • Create, delete and update Online Banking and Treasury Services access for corporate sub-users, personal users and clients based on approval forms.
    • General technical service support for Online Banking including Wires, ACH, Positive Pay and Remote Deposit Capture modules, and other services provided by the bank through Electronic Banking.
    • General technical service support for ancillary software and hardware that interfaces with our core system, including but not limited to RDC Scanners, Quickbooks functionality and Mobile Deposit applications.
    • Basic understanding of risk ratings and establishing safe transactional limits for online and electronic transactions.
    • Maintain and update daily tracking forms as necessary.
    • Basic clerical skills including filing, retrieval of documents, proof and edit routine, office correspondence, report and form building and input across all Microsoft Office products.
    • Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities. This includes successfully taking all online compliance training as assigned within specified due dates.
    • Other duties as assigned.

    MINIMUM REQUIREMENTS

    Basic Qualifications

    • Bachelor's degree, four years of college or equivalent
    • Five to seven years of banking experience
    • One to two years of experience in cash management or treasury management fulfillment
    • Must possess positive and professional customer service and sales skills
    • Strong computer skills, specifically in Microsoft Windows environment
    • Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
    • Good organizational and time management skills
    • Ability to work with general supervision while performing duties

    Preferred Skills/Experience

    • Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
    • Automated Clearing House (ACH) experience is highly recommended
    • Thorough knowledge of all retail products and services
    • Proven customer service and interpersonal skills
    • Effective selling, cross-selling and referral skills
    • Strong mathematical, problem-solving, and negotiation skills
    • Exercise accuracy, alertness, good judgment, initiative, courtesy, tact and patience in dealing with customers, both internal and external, as well as vendors/suppliers used by the Bank
    • Ability to analyze customer credit data and other related financial information
    • Strong interpersonal and relationship building skills
    • Previous experience in a financial sales representative oriented role
    • Current Driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities
  • Beneficial State Bank

    Treasury Management Support Associate

    1 week ago

    Beneficial State Bank Oakland, United States

    **Who we are**: Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability. We demonstrate ...

  • Kaiser Permanente

    Desktop Support Associate

    2 weeks ago

    Kaiser Permanente San Francisco, United States

    **Job Summary**: · **Essential Responsibilities**: · - Entry level position performing standard routine and often repetitive work under supervision of other staff. · **Basic Qualifications**: · Experience · - Minimum one (1) year desktop related experience within the last 2 years ...

  • Kaiser Permanente

    Desktop Support Associate

    3 weeks ago

    Kaiser Permanente Walnut Creek, United States

    **Job Summary**: · **Essential Responsibilities**: · - Entry level position performing standard routine and often repetitive work under supervision of other staff. · **Basic Qualifications**: · Experience · - Minimum one (1) year desktop related experience within the last 2 years ...

  • BrightBee LLC

    School Support Associate

    3 weeks ago

    BrightBee LLC San Mateo, United States

    **About Us**: · BrightBee is an educational technology startup revolutionizing how K-12 schools engage with paraprofessionals and classified staff. Our mission is to create a future where schools thrive, and workers have the support they need to prosper and grow. If you have expe ...

  • Safelite

    Customer Support Associate

    3 weeks ago

    Safelite Oakland, United States

    The Customer Advocate is one of Safelites first impressions with our customers. From managing administrative processes, scheduling, work orders and invoicing, to greeting customers in person and answering inbound phone calls and emails, this organized and energetic professional d ...

  • BrightBee LLC

    School Support Associate

    5 days ago

    BrightBee LLC San Mateo, United States

    **About Us**: · BrightBee is an educational technology startup revolutionizing how K-12 schools engage with paraprofessionals and classified staff. Our mission is to create a future where schools thrive, and workers have the support they need to prosper and grow. If you have expe ...

  • Kaiser

    Associate Masters Mental Health Professional

    2 weeks ago

    Kaiser Oakland, United States

    Job Summary: · Under supervision of a Licensed Clinical Social Worker, Licensed Marriage Family Therapist or a Licensed Professional Clinical Counselor, provides mental health assessment and triage, diagnosis, treatment and crisis intervention services for adult and/or child mem ...

  • Sun Mar Healthcare

    Receptionist

    2 weeks ago

    Sun Mar Healthcare Oakland, United States

    We are a skilled nursing facility looking for dynamic associates to join our team and provide our guests with a care experience that will change their lives If you would like provide a unique and memorable experience to our guests, we want to meet you · **We are looking for a ful ...

  • Alameda County

    Auditor Associate I

    3 weeks ago

    Alameda County Oakland, United States

    **Date Opened** · - 4/15/2024 12:00:00 AM · **Filing Deadline** · - 5/10/2024 5:00:00 PM · **Salary** · - $ $34.24/hour; $56, $66,768.00/year · **Employment Type** · - Permanent Full-Time Employment**HR Analyst** · - Rosario Jones · **Department** · - Auditor-Controller · **Work ...

  • Bishop O'Dowd High School

    Speech and Debate Coach

    3 weeks ago

    Bishop O'Dowd High School Oakland, United States Part time

    **Speech and Debate Coach ( Part Time, 0.25 FTE regularly)** · Reports to Brian Judd, Associate Principal for Community Life · Contract Term: Debate Season - September 2024 through April 2025 · **Bishop O'Dowd High School Mission**:Bishop O'Dowd High School is a Catholic college- ...

  • Kaiser

    License Masters Mental Health Professional

    1 week ago

    Kaiser Oakland, United States Full time

    Job Summary: · Provides mental health assessment, diagnosis, treatment and crisis intervention services for adult and/or child members who present themselves from psychiatric evaluation with a broad range of mental health needs. Collaborates with treating physician, psychiatric ...

  • Kaiser

    Lic. Masters Mental Health Prof. Addiction Medicine

    2 weeks ago

    Kaiser Oakland, United States Full time

    Job Summary: · Provides mental health assessment, diagnosis, treatment and crisis intervention services for adult and/or child members who present themselves from psychiatric evaluation with a broad range of mental health needs. Collaborates with treating physician, psychiatric a ...

  • Charles River Associates

    Associate (Antitrust & Competition Economics

    1 week ago

    Charles River Associates Oakland, United States

    **About Charles River Associates** · Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations and governments around the world. CRA advises clients on economic and financial ...

  • Kaiser

    Clinical Case Manager

    2 weeks ago

    Kaiser Oakland, United States

    Job Summary: · Provides mental health assessment, diagnosis, treatment and crisis intervention services for adult and/or child members who present themselves from psychiatric evaluation with a broad range of mental health needs. Collaborates with treating physician, psychiatric ...

  • Kaiser

    Clinical Case Manager

    2 weeks ago

    Kaiser Oakland, United States

    Job Summary: · Provides mental health assessment, diagnosis, treatment and crisis intervention services for adult and/or child members who present themselves from psychiatric evaluation with a broad range of mental health needs. Collaborates with treating physician, psychiatric ...

  • Kaiser

    Clinical Case Manager

    2 weeks ago

    Kaiser Oakland, United States

    Job Summary: · Provides mental health assessment, diagnosis, treatment and crisis intervention services for adult and/or child members who present themselves from psychiatric evaluation with a broad range of mental health needs. Collaborates with treating physician, psychiatric ...

  • 2020 Companies, Inc.

    Dell Brand Representative

    3 weeks ago

    2020 Companies, Inc. Oakland, United States

    **Job Type**: · Regular · **Work Location**: · Market - DELLFSM - Oakland, CA · **Overview**: · **2020 Companies is hiring a part-time Brand Representative, representing our client, Dell.** · **About the Job** · The Dell Brand Representative (DBR) will primarily be responsible fo ...

  • Sutter Health

    Manager, Graduate Medical Education

    2 weeks ago

    Sutter Health Oakland, United States

    **Organization**: · ABSMC-Summit Campus · **Position Overview**: · We pursue our mission by providing and promoting effective health care services and by fostering an integrated system of care in partnership with physicians, other health care providers, and payers. We provide acc ...

  • Kaiser Permanente

    Psychologist - Work Stress Recovery Program

    3 weeks ago

    Kaiser Permanente Oakland, United States

    **Job Summary**: · Provides mental health assessment, diagnosis, treatment and crisis intervention services for adult and/or child members who present themselves from psychiatric evaluation with a broad range of mental health needs. Collaborates with treating physician, psychiatr ...

  • Montgomery & Associates

    Hydrogeologist (Early Career)

    3 weeks ago

    Montgomery & Associates Oakland, United States

    **Hydrogeologist (Early Career)** · **California** · Montgomery & Associates (M&A) is seeking a **full-time early-career** **hydrogeologist **to join our California Team. The position is for analytical support including groundwater modeling projects and geographic information sys ...