Treasury Management Services Support Spc 1

Job SummaryThe Treasury Management (TM) Support Specialist 1 will provide high-level client support and help maintain back office support for all Treasury Management products and services, including operations processes. The TM Support Specialist 1 will assist consumer and business clients with TM services including but not limited to Online Banking, Mobile Banking, Bill Pay, Remote Deposit Capture, ACH, and Positive Pay. The TM Support Specialist I helps with on-going support of TM services via phone calls and/or email requests for new and existing clients. The TM Support Specialist 1 will also be responsible for assisting TMS Management, TMS Product Manager, and TMS Sales Support Associate as directed. Essential Duties Provide client support for all Treasury Management products and services including calls (e.g., internal and external client calls), coordinating support with TM FulfillmentContinue to develop knowledge on all Treasury Management products and services, including Treasury Management setup and back office/client facing system functionalitiesHelps support internal TMS Support and Call Center employees Help maintain new client relationships through the various department administrative systemsWorks with TM Support Specialist 3 or TMS Management to help maintain quality control of internal and external calls by supporting the call queues Back up other department responsibilities to include projects and other duties as assignedCommunicate issues to TM Support Specialist 3 or TMS Management about Online Banking vendors when additional support is needed Strong client service skills, communication skills, basic business writing skills, attention to detail and the ability to prioritizeAssist TM Support Specialist 3 or TMS Management troubleshoot issues, identifying and mitigating risks.Develop strong knowledge of Bank and TM products, internal policies and procedures to professionally respond to client and branch inquiriesSupport User Acceptance Testing (UAT) of Treasury Management products, services and systems, including releases and enhancementsDocument internal and external requests (BOSS), including but not limited to:Requests received via centralized email inboxRequests from clients from calls Service event requests through a Bank specified softwareWork with TM Support Specialist 3 or TMS Management to open cases with Online Banking vendor via telephone or web whenever outside assistance is needed. Support follow-up until resolution is completedStart learning how to develop the ability to assess; troubleshoot and/or resolve technical issues with ACH, RDC and wire transfers with support of the TM Support Specialist 3Strong interpersonal skills, the ability to take a lead role on projects and an aptitude for using technology to automate processes when beneficialLearn how to review online activities via PatrolPerform other duties/projects as assigned by TMS ManagementComplies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned.Required KnowledgeRegulation CCRegulation DRegulation DDRegulation E (EFT) Overview Bank Secrecy ActPrivacy ActFFIECFDIC Insurance Basic Knowledge, Skills and AbilitiesProficient in MS Office; Word, Excel, PowerPointKnowledgeable of Treasury Management products/servicesHighly motivated and self-driven individual who can think strategically, operate independently and take accountability for the functionAbility to motivate, influence and collaborate with others both internally and externallyMust have ability to multi-task in a fast paced environment and prioritize your focus on most impactful activities while meeting deadlinesStrong oral and written communication skills when interacting with internal and external clientsStrong analytical, critical thinking and problem solving skillsTravel, as requiredDemonstrates a commitment to Client Relationship Building in all areas of job performanceProven propensity to learn new technologies and skills quicklyCritical Thinking, Judgment & Problem Solving SkillsAbility to respectfully communicate with Management and Co-workersExceptionally organized, efficient and detail orientedExcellent Customer Service SkillsExcellent leadership and team building skillsMotivating/Coaching SkillsOfficer Title Eligibility For qualified positions, the Bank may designate Officer Titles to employees who meet defined competencies for an eligible position. This position is not eligible for an Officer Title.Equipment Operated Desk top Computers 10 Key MachinesStandard Office Equipment (copiers, fax machines) Physical Requirements & Work Environment Requires sitting for prolong periods of timeRequires lifting up to 5lbOffice setting w/controlled temperature Education & Experience High School DiplomaPreferred candidate must have three (2 to 3) years of relevant Treasury Management experience; preferably in Treasury Management operationAs a part of the Bank’s internal control systems, employees holding sensitive positions are required to be absent from their duties for a minimum of two consecutive weeks each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet the minimum absence requirement each and every year.This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.July 19, 2023