Treasury Management Specialist 1 in Lakewood, Ohio at First Federal Lakewood

Position Summary:

The Treasury Management Specialist 1 is a developmental role focused on learning key aspects of the treasury management function with the commercial banking team. As assigned, assists by providing support related to account opening/maintenance, document preparation, and online banking / cash management, both in person and online for individual and business customers.

Duties and Responsibilities:

1. As directed, assists the Commercial Banking and Treasury Team with client support including, but not limited to, account opening/maintenance, document preparation for Treasury Service Setups, and online banking/cash management, in person and virtually for individual and business customers. Seeks guidance and support as necessary in order to assure accuracy and efficiency.
2. As assigned, assists with coordinating all sales efforts (i.e. Analysis, depository proposals, meeting coordination, Treasury Service Training/Installation, etc.).
3. As assigned, supports Treasury Management Leader and Treasury Management Officer with new and existing client follow-up to assist with client onboarding (i.e., placing check orders, reviewing online banking logins, providing clients with all required new account materials, etc.)
4. Strives to become familiar with all aspects of FFL banking products (i.e. Remote Deposit Capture, ACH Origination, Online Wires, Online Banking for personal and business clients, deposit products and procedures, etc.). As assigned, provides customer support for banking products and services. escalates issues to more experienced team members as needed.
5. As assigned, provides ongoing customer service (e.g., answering phone calls, responding to emails in a timely manner, online password resets, etc.) to FFL customers consistent with the Bank’s defined policies and procedures.
6. Builds relationships with banking partners (retail, consumer, mortgage and commercial). Refers new business to partners as appropriate opportunities arise.
7. Participates in networking events within the community through memberships, outside business events and professional associations. Works to develop professional network.
8. Prioritize learning company policies and industry regulations related to Treasury Management. Provides commercial banking team assistance in response to regulatory and internal/external audit requests.
9. As directed, travels as needed in order to perform other essential functions.
10. Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
11. Other Duties as assigned.

The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Qualifications and Skills:

1. Experience in banking, financial services, or customer service is required.
2. Experience with lending laws, regulations and guidelines is preferred.
3. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
4. High School Diploma or equivalent is required. Bachelor’s degree in Business Administration is preferred.

Necessary competencies:

1. Communication
2. Interpersonal Awareness
3. Service Orientation
4. Accountability
5. Professional Development

Physical Environment:

• While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
• The employee must occasionally lift and/or move up to 25 pounds.
• The noise level in the work environment is usually quiet to moderate.
• This position is performed in an office setting, five days a week with typical work hours being 8.30a through 5.15p.