Treasury Operations Administrator Position Available In Forsyth, North Carolina

Treasury Operations Administrator Piedmont Federal Savings Bank – 4.3

Winston-Salem, NC Job Details Full-time Estimated:

$40.3K – $53.6K a year 2 days ago Qualifications Microsoft Word Microsoft Excel Account analysis English Mid-level 3 years High school diploma or GED Communication skills Banking Full Job Description

POSITION SUMMARY

The primary purpose of this position is to assist and/or complete daily operations of treasury services for businesses including online enrollments, account setups, Remote Deposit setup, wire processing, troubleshooting, and various other related duties.

PRIMARY ACCOUNTABILITIES

High Essential Provide exceptional client service both internally and externally to business and consumer clients. Follow procedures and validation steps for business and consumer client’s online banking enrollments. Review business account setup confirming all documentation has been provided. Track, communicate and clear Business New Account exceptions. Be the lead assist for business clients in remote deposit set up and process. Assist staff and clients with any internet, mobile banking, ACH, wire, and any other related issues. Setup, provide support and review Positive Pay client requests. Set-up client Sweeps Assist business bankers in the field to provide services to the Bank’s clients, as needed. Assist in implementing business FinTech applications. Assist with any future Treasury related technology updates or add ons to support FinTech relationships. Review Remote Deposit Capture (RDC) and business mobile transactions Regularly attend work at the Bank’s place of business during regular business hours. Low Essential Complete all required monthly and quarterly reports. Complete monthly review for Weiland Account Analysis clients Assist in consumer calls and research, as time permits. Keep procedures up to date Non Essential Maintain a professional atmosphere with internal and external clients. Attend and engage in team meetings. Other Other duties, as assigned Cross train and back-up others, as assigned

EDUCATION

High school diploma or equivalent work experience

RELATED EXPERIENCE

Three to five years experience in business banking, treasury or banking experience

QUALIFICATIONS

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GENERAL KNOWLEDGE, SKILLS, AND ABILITIES

Must have a high level of knowledge of the following subjects; might be regarded as an authority in the area by peers: Understanding the business needs in the financial industry Thorough communication skills by phone and email Must be able to train, coach , and answer questions from those at lower mastery levels around: Knowledge of online banking product Must be able to identify issues with application of the following subjects, develop solutions , and implement improvements : Be innovative Proactive and a problem solver Must be able to apply the following principles and processes to day-to-day functions: Time management Multi-Tasking Accuracy and attention to details Communicate verbally, written, face to face, telephone, and emails Customer service focused Proficient in Microsoft Excel, word and office Prioritizing, meeting deadlines Work independently or with a team effectively

VIII:

QUALIFICATIONS

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TECHNICAL KNOWLEDGE, SKILLS, AND ABILITIES

Must have a high level of knowledge of the following subjects; might be regarded as an authority in the area by peers: Account titling and documentation knowledge Business Online banking

IX. CONTACTS

Business Bankers Business Clients Consumer clients

X. WORKING CONDITIONS/PHYSICAL REQUIREMENTS

This job is conducted in an office work environment, and is generally sedentary but may require walking at times. Most of this position’s duties require use of a computer. Some travel via car or air, and evening/weekend work may be required. Incumbent must meet the following physical requirements with or without reasonable accommodation: a. Use hands to manipulate, handle, feel, and control items or equipment; b. Walk, bend, kneel, and reach; c. Lift up to 25 pounds, using all safely precautions; d. Stand and/or sit for long periods of time; e. Talk, hear, and communicate with clients and coworkers in English; f. See and be able to read, write, and interpret documents written in English.

Disclaimer:

The above information on this description has been designed to indicate the general nature and level of work performance by employees within this classification. It is not designed to contain or be interpreted as comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Piedmont Federal Savings Bank is an Equal Opportunity Employer Veterans/Disabled.