Treasury Management Support Specialist
Tru Treasury is seeking a full-time Treasury Management Support Specialist!
The Treasury Management Support Specialist will be responsible for the successful onboarding and on-going servicing of Treasury Management products for CU Member Business (CUMB) clients. This position will interact with Treasury Management sales staff, product management, member service, deposit operations, and strategic vendor partner operations.
This role is ideal for someone with a strong understanding of the Treasury Management product suite, the ability to manage multiple priorities, and excellent verbal and written communication skills.
Essential Duties and Responsibilities
Onboarding: Manage and execute all tasks associated with the onboarding of Treasury Management products and services including:
Provide and review Treasury Management Agreements, internal forms, and onboarding requests to ensure proper execution
Implement applicable treasury products as stated in relevant client procedure
Communicate directly with clients regarding all aspects of the onboarding process including progress updates, deliverables, testing requirements and results
Ensure that product onboarding timelines and SLAs are met.
Provide all end user training
Servicing: Take calls referred by initial contact center regarding TM product and service issues
Resolve client issues through problem identification and resolution skills including coordination with other production and support areas as needed for timely and effective resolution.
Follow identified escalation protocols
Work closely with Treasury Management Sales, Vendor partners, and CU operations staff as needed
Document and track client issues for management reporting and to identify product and process improvements or clients at risk due to frequent problems
Provide customer training and support as needed on the use of TM Products
Other Duties and Responsibilities
Maintain an advanced knowledge of Treasury Management products and services from both a user functionality and back office production perspective.
Stay abreast of all changes, developments and enhancements for all systems and products
Ensure all audit and security policies and procedures are followed in accordance with policies and Federal regulations
Adhere to internal and external policies and procedures of the credit union and Tru Treasury
Cross-train in other areas of Treasury Management Services and Operations as needed such as:
Occasional Sales: Assist credit union member services in the non-complex sale of treasury solutions. This includes:
Train member services on ways to identify treasury sales opportunities
Sell treasury products and services directly to the credit union business members
Identify cross-sell opportunities
Create proformas to show treasury product pricing to business members
Mentor new Onboarding Specialists, including training of new associates as needed
Complete special projects and other duties as assigned.
Qualifications
High school diploma or (GED) required. Associate's or bachelor's degree preferred
3 5 years' experience in a Treasury Management customer service or onboarding environment.
Knowledge of Treasury Management products and services.
Strong analytical and problem-solving skills
Ability to manage multiple tasks/projects and deadlines while adapting to changing conditions
Ability to work effectively in a virtual team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
Strong computer skills, specifically the Microsoft Office Suite
Strong verbal and written communications skills
Strong planning and organizational skills
About Tru Treasury
Tru Treasury is a Credit Union Service Organization (CUSO) providing treasury management advisory, product solutions, and integrated sales and support to credit unions and community banks.
Our mission is to equip these institutions with the expertise and scalability needed to launch and grow competitive Treasury Management programs for their business members.
Our vision is for community financial institutions to become the primary financial provider for small businesses and the emerging middle market.
Our values-Winning Together, Entrepreneurial Spirit, Performance with Purpose, and Continuous Improvement-drive our purpose and guide every client interaction.
Tru Treasury enforces a drug-free workplace policy and employment offers are contingent on drug-screen and background check.
Apply To This Job
The Treasury Management Support Specialist will be responsible for the successful onboarding and on-going servicing of Treasury Management products for CU Member Business (CUMB) clients. This position will interact with Treasury Management sales staff, product management, member service, deposit operations, and strategic vendor partner operations.
This role is ideal for someone with a strong understanding of the Treasury Management product suite, the ability to manage multiple priorities, and excellent verbal and written communication skills.
Essential Duties and Responsibilities
Onboarding: Manage and execute all tasks associated with the onboarding of Treasury Management products and services including:
Provide and review Treasury Management Agreements, internal forms, and onboarding requests to ensure proper execution
Implement applicable treasury products as stated in relevant client procedure
Communicate directly with clients regarding all aspects of the onboarding process including progress updates, deliverables, testing requirements and results
Ensure that product onboarding timelines and SLAs are met.
Provide all end user training
Servicing: Take calls referred by initial contact center regarding TM product and service issues
Resolve client issues through problem identification and resolution skills including coordination with other production and support areas as needed for timely and effective resolution.
Follow identified escalation protocols
Work closely with Treasury Management Sales, Vendor partners, and CU operations staff as needed
Document and track client issues for management reporting and to identify product and process improvements or clients at risk due to frequent problems
Provide customer training and support as needed on the use of TM Products
Other Duties and Responsibilities
Maintain an advanced knowledge of Treasury Management products and services from both a user functionality and back office production perspective.
Stay abreast of all changes, developments and enhancements for all systems and products
Ensure all audit and security policies and procedures are followed in accordance with policies and Federal regulations
Adhere to internal and external policies and procedures of the credit union and Tru Treasury
Cross-train in other areas of Treasury Management Services and Operations as needed such as:
Occasional Sales: Assist credit union member services in the non-complex sale of treasury solutions. This includes:
Train member services on ways to identify treasury sales opportunities
Sell treasury products and services directly to the credit union business members
Identify cross-sell opportunities
Create proformas to show treasury product pricing to business members
Mentor new Onboarding Specialists, including training of new associates as needed
Complete special projects and other duties as assigned.
Qualifications
High school diploma or (GED) required. Associate's or bachelor's degree preferred
3 5 years' experience in a Treasury Management customer service or onboarding environment.
Knowledge of Treasury Management products and services.
Strong analytical and problem-solving skills
Ability to manage multiple tasks/projects and deadlines while adapting to changing conditions
Ability to work effectively in a virtual team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
Strong computer skills, specifically the Microsoft Office Suite
Strong verbal and written communications skills
Strong planning and organizational skills
About Tru Treasury
Tru Treasury is a Credit Union Service Organization (CUSO) providing treasury management advisory, product solutions, and integrated sales and support to credit unions and community banks.
Our mission is to equip these institutions with the expertise and scalability needed to launch and grow competitive Treasury Management programs for their business members.
Our vision is for community financial institutions to become the primary financial provider for small businesses and the emerging middle market.
Our values-Winning Together, Entrepreneurial Spirit, Performance with Purpose, and Continuous Improvement-drive our purpose and guide every client interaction.
Tru Treasury enforces a drug-free workplace policy and employment offers are contingent on drug-screen and background check.
Apply To This Job