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Support Treasury Management customers by preparing documents for opening new accounts and updating service agreements.
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Analyze and provide data to the Treasury Management team as needed for RFP requests from businesses and public funds/ municipalities to obtain new relationships.
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Prepare, update, and analyze customer Relationship Reviews as needed.
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Provide prompt and courteous response to customer inquiries.
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Prepare and execute annual audit reviews for risk-based Treasury Management products.
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Provide in-person or remote product and services trainings with Treasury Management customers as needed.
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Verify and manage proper account documentation and all requisite agreements execution for Treasury Management Products and Services.
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Support Treasury Management growth and strategic initiatives through the service of Treasury Management products.
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Increase deposits through servicing existing customers.
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Cross sell products and promote Treasury Management, fee based, services to customers.
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Maintain favorable customer relations and ensure prompt and courteous response to customer inquiries.
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Establish and maintain positive working relationships internally and externally.
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Actively participate/ contribute in office and department meetings and assigned subcommittee(s) to build on the bank's customer and co-worker experience, positive culture and competitive edge.
- Participate or volunteer in at least 1 community organization through membership and regular attendance, networking with members to achieve organization goals, develop personal connections and promote the bank's favorable image.
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May be assigned to train existing and new Treasury Management staff.
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Perform other duties as assigned.
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Associate's degree (A.A.) from a community college or technical school; or 2-5 years customer service and banking experience; or equivalent combination of education and experience.
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Must have working knowledge of spreadsheet, word processing, and database software programs.
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Must satisfy banking courses/ training required to satisfy regulatory requirements.
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Travel to customer locations and other branches will be required.
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Must have working knowledge of spreadsheet, word processing, and database software programs.
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Treasury Management Support Specialist - Iowa City - Hills Bank
Description
1401 South Gilbert Street, Iowa City, IA, USA | Full-Time
SCHEDULE: Full-time; Full-time ; Monday through Friday with availability between (8:00 am - 5:00 pm) Average of 40 hours/week.
LOCATION: 1401 S Gilbert St, Iowa City, IA 52240
BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks
SCOPE:
The Treasury Management Support Specialist assists the Treasury Management team and Treasury Management customers by providing technical expertise on the products and services offered by the bank. This position is responsible for assisting Treasury Management customers with general navigation of products and services in addition to troubleshooting technical issues and inputting data for services for within our core systems. This position will assist with customer inquiries, problem resolution, and requires a solid working knowledge of subject matter related to Treasury Management (compliance, processes, and procedures) to successfully deliver Treasury Management services and perform the following duties.
ACCOUNTABILITIES:
Treasury Management Portfolio Support:
New Business Development:
Community Involvement
Other Duties:
EDUCATION AND SPECIAL REQUIREMENTS:
EQUAL OPPORTUNITY EMPLOYER
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Support Services Specialist
Only for registered members Iowa City
-
Support Services Specialist
Only for registered members Iowa City
-
Sales Support Specialist
Only for registered members Iowa City
-
Support Services Specialist
Only for registered members Iowa City
-
Recovery Support Specialist
Only for registered members Iowa City
-
Recovery Support Specialist
Only for registered members Iowa City
-
Support Services Specialist
Only for registered members Iowa City
-
Sales Support Specialist
Only for registered members Iowa City, IA
-
Support Services Specialist
Full time Only for registered members Iowa City
-
Recovery Support Specialist
Only for registered members Iowa City, IA
-
Support Services Specialist
Only for registered members Iowa City, IA
-
Family Support Specialist
Full time Only for registered members Iowa City
-
Family Support Specialist
Only for registered members Iowa City, IA
-
Biomedical Equipment Support Specialist
Only for registered members Iowa City
-
Treasury Management Support Specialist
Only for registered members Iowa City
-
60 Research Support Specialist
Only for registered members Iowa City
-
Pharmacy Support Services Specialist
Only for registered members Iowa City
-
Pharmacy Support Services Specialist
Full time Only for registered members Iowa City
-
Pharmacy Support Services Specialist
Only for registered members Iowa City, IA
-
60 Research Support Specialist
Only for registered members Iowa City
-
Biomedical Equipment Support Specialist
Only for registered members Iowa City, IA