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Treasury Management Specialist

Company: Columbia BankSystem, Inc.
Location: Lakewood
Posted on: November 23, 2020

Job Description:

Essential Job Functions:

Answer the Treasury Management Services Team telephone line meet In Queue requirements

Manage incoming requests through Service Desk

Maintain client records

Provide internal support to Branches and Departments

Meet SLAs for new implementations, trainings and maintenance requests

Provide on-going training to clients as needed

Ensure client files are audit ready

Perform operational duties as assigned;

Monitor MPA renewals for ACH/RDC

Quarterly Audits for ACH/RDC Limits

Quarterly Audits for Token Security Devices

Month-end recon reporting

Special projects as assigned

Generate cross-sales by selling into the existing client base.

All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.

Minimum Job Requirements:

High School Diploma or equivalent.

1+ year banking experience preferred

Excellent customer service skills with a desire to assist customers.

Successful candidates will demonstrate a basic level of computer skills.

Basic understanding of operating systems and browsers.

Excellent listening, verbal and written communication skills.

Strong telephone skills.

Demonstrated effective interpersonal skills.

Demonstrated effective time management skills.

Ability to generate an atmosphere of exceptional team synergies, positive energy and CB pride.

Outstanding ability to track and organize multiple tasks.

Strong attention to detail.

Strong client service skills.

Physical and Mental Requirements:

Ability to sit at a computer monitor for extended periods of time

Ability to perform repetitive finger, hand, and arm movements

Ability to lift up to 15lbs.

Ability to effectively discern information and formulate appropriate action

Ability to reach, squat, bend, and manually manipulate standard office equipment

Values and Behaviors:

Build enduring RELATIONSHIPS with clients and each other.

Drive INNOVATION that simplifies life and work.

Seek continuous GROWTH in your personal and professional development.

Commit with HEART to serve others.

Extend TRUST in order to receive it.

Keywords: Columbia BankSystem, Inc., Lakewood , Treasury Management Specialist, Other , Lakewood, Washington

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