This position is responsible for performing various functions within the Treasury Management Group.
Principal Duties & Responsibilities:
- Follows policies and procedures and exercises good judgment to ensure client privacy, Bank security and fraud/loss prevention.
- Assists supervisor in departmental cross training when necessary.
- Troubleshoots and solves problems within Treasury Management by following all policies, procedures and processes.
- Provides full customer support, including, but not limited to forgotten passwords, one-time pass code or other security methods, installation and/or reinstallation of product software or device drivers, file testing assistance, client training, and etc. on all Treasury Management products and services that are supported by the department and received via the various contact points (phone, email, Salesforce, system platforms, etc.).
- Establishes and maintains customer set-ups, products, functions and investigations.
- Actively and accurately participates in product testing, and conversions, as needed and required.
- Provides onsite or verbal (conference call) training, installation and service of Treasury Management products.
- Communicates effectively within the department and with other departments at the Bank.
- Maintain knowledge of compliance, risk and banking regulations.
- Maintain a high degree of confidentiality with customer information.