This role has the opportunity to work hybrid. During the interview process, our Talent Acquisition Team will share additional details with you.

This position provides support for external Treasury Management Clients and the internal Treasury Management Sales organization. Responds to client requests in a timely fashion and must ensure follow-up is completed within established departmental guidelines. Works to identify the cause of errors and escalates issues as appropriate.

Responsibilities

• Acts as Subject Matter Expert for Treasury products, services and systems
• Provides support on Treasury Products for external clients
• Provides support on Treasury products, services and systems for IB sales personnel as needed
• Provides Client Training on various Treasury Products as needed

Qualifications

• Three years Banking experience or course work required
• Some college preferred
• Treasury Cash Management experience strongly encouraged
• Proven strong service orientation and excellent customer service skills
• Previous experience supporting Treasury products, services and systems
• Strong organizational skills to include effective time management in all key responsibilities of the job
• Able to multi-task in a fast paced environment
• Able to establish positive working relationships
• Effective Communication both written and verbal
• Must have solid knowledge of Microsoft Excel, Word and Outlook. Visio a plus
• Demonstrate a high level of knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements

Job Details:

Regular

To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.