Treasury Management Specialist - Banking

Treasury Management Specialist I

Type: Full-Time, On-Site

Join Our Team as a Treasury Management Specialist

First Federal is seeking a Treasury Management Specialist I to join our team. This is an entry-level role within the Treasury Management department, providing technical support, product implementation, and customer service for business banking clients. The ideal candidate is detail-oriented, customer-focused, and eager to develop expertise in treasury management products. Located on-site with our team at our corporate headquarters in McMinnville, Oregon, this is not a remote position.

Why Work With Us?

• Community-Focused - Serving our customers and communities for over 100 years.
• Growth-Oriented - Opportunities for professional development and career advancement.
• Collaborative Environment - Work with a supportive and knowledgeable team.

Key Responsibilities

Treasury Management Support

• Provide customer service and technical support for treasury management products, including business online banking, ACH, remote deposit capture, positive pay, and wire transfer services.
• Assist with product implementation by inputting technical specifications and setting up services for business customers.
• Perform on-site client training and troubleshooting as needed.
• Support new product rollouts and provide ongoing training for clients requiring additional assistance.
• Maintain customer records, treasury management sales data, and service agreements.
• Assist in annual relationship reviews for treasury management clients.
• Monitor and report treasury management service fees.

OperationalCustomer Support

• Conduct debit card maintenance, issuance, and troubleshooting.
• Process incoming and outgoing wire transfers, including OFAC verifications.
• Review and process stop payments, service charge reversals, and account research requests.
• Assist with merchant deposits and ATM check deposit reviews.
• Respond to customer inquiries via phone, chat, and email, providing solutions for online banking, mobile banking, debit card issues, and bill pay services.
• Field and resolve customer complaints with professionalism and empathy.

ComplianceRisk Management

• Adhere to all banking regulations, including BSA/AML compliance.
• Complete required compliance training and demonstrate knowledge of banking regulations.
• Ensure all customer interactions and transactions comply with internal policies and regulatory requirements.

Qualifications

• Education: High school diploma required; Associate's degree or higher preferred.
• Experience: 2 years of experience in banking, treasury management, operations, or customer service preferred.
• Technical Skills: Strong troubleshooting abilities for computer platforms, browsers, and banking software.
• Software Proficiency: Intermediate-level skills in Microsoft Office Suite (Word, Excel, Outlook).
• Customer Service: Professional telephone, written, and verbal communication skills.
• Attention to Detail: Strong data entry and time management skills.
• Teamwork: Ability to work independently and collaboratively within a fast-paced environment.
• Problem-Solving: Sound judgment, organizational skills, and the ability to manage confidential information

Benefits

• Competitive salary and comprehensive benefits package.
• Paid volunteer time off to support community engagement.
• Professional development and career growth opportunities.
• A team-oriented and inclusive work environment.

Applications

If you are a detail-oriented professional with experience in deposit operations and are looking for an opportunity with a stable and community-focused financial institution, we encourage you to apply today.

Applications for employment are available online at First Federal at https://firstfed.applicantpool.com/jobs/

Apply Now to Join Our Team!

Deadline for Application: Position will remain open until filled.

First Federal is an Equal Opportunity Employer-Vets/Disabled, committed to a diverse workforce. First Federal participates in the Federal E-Verify Program and is an Affirmative Action Employer. If you need assistance with completion of an application for employment, please contact the Human Resources Department at 503-435-3216 or email humanresources@firstfedweb.com.

Key Concepts: Onsite in McMinnville, Oregon; Banking and Financial Services; merchant services; business accounts; treasury management; banking operations; ACH; wire transfer; BSA/AML compliance; OFAC; risk management; banking jobs; financial services jobs