Location:

355 North Fifth Street

Indiana, PA 15701

Hours: 

Monday - Friday: 8:00AM - 5:00PM

(Additional hours as necessary to meet the objectives of the department

Function:

Responsible for various functions to support Treasury Management Sales Officers, their LOB partners, and clients to create and deliver a best-in-class onboarding experience as well as provide continued relationship management and support while

reducing fraud risk and solving process gaps across multiple departments through front line submissions and operations.

Duties and Responsibilities:

• Proves competencies in bank operations by demonstration of product knowledge and service expectations in a successful manner.

• Acts as liaison between TM Sales and TMSI/Deposit Operations/Wire teams in performing authentication and completeness checks on customer paperwork.

• Maintains working knowledge of all department procedures.

• Assists in maintaining up-to-date corporate and departmental policies and procedures

• Attends periodic education opportunities to stay up-to-date on regulations/rules.

• Assists in special projects, such as new product implementation and procedure documentation

• Acts as point of contact with customers to resolve discrepancies related to documentation or authorization of customer requests.

• Attends in-person and/or virtual client and prospect meetings with Treasury Management Officers.

• Manages customer requests for updates and maintenance of Signature Cards, Account Resolutions, Beneficial Ownership Documents, Wire Set Ups, Repetitive Money Transfer Agreements and corresponding Bank/Treasury Documents to properly complete the changes.

  • Corresponds with customers by email and phone.

  • Reviews and interprets organizational structure documents to produce accounts with correct ownership and titling requirements.

  • Works with appropriate Bank personnel to produce the required documents.

  • Sends the Documents to the customer and review executed documents for proper completion.

  • Delivers documents to the corresponding processing area(s).

• Follows up on deposit accounts opened and corrects deficiencies or document exceptions.

• Assigns work received via email to TMSI and Deposit Operations/Wire employees as part of normal job duties.

• Demonstrates working knowledge of various bank operating systems including Optima, Tableau, nCino,IBS  and FIS systems (Deposit Origination, XAA, Business Service Tool).

• Maintains a good working relationship with bank employees in other departments and business lines. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization.

• Performs other duties as assigned, and as necessary to support the successful operation of the department.

Education:

Requires a high school diploma or equivalent, plus specialized training, a two-year degree or equivalent work experience.

Experience:

Requires five to ten years general experience required, with Customer Service and/or Treasury Product experience preferred

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Salary Range: