Treasury Management Support Specialist 1

Starting Pay Rate is Based on Experience - Minimum Hourly Rate:

Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.

What are our values?  Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?

What about the perks?  Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.

Supervisory Responsibilities:  None

Summary:  The Treasury Management Specialist will assist the Treasury Management Operations Manager and Sales Team with the day-to-day operations of the department.  They will be the liaison between the Sales Officer and the Deposit Operations departments to ensure product implementation and system programming are completed. The TMS will provide client support in the form of product training, conflict resolution, account research, exception reporting and documentation requests. 

Essential Duties and Responsibilities: 

• Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, and professional manner.
• Prepare and review completed Treasury Management Service Agreements.
• Provide implementation of all Treasury Management products and services.
• Review CRTs from Sales Officers for completion. Obtain additional information and approvals as needed.
• Work closely with clients, Treasury Management Sales Officers, and other internal departments to complete the set-up of Treasury Management products and services. This includes, but not limited to, the pre-implementation, implementation, and post-implementation of new client set-ups, revisions, or deletions to products and services.
• Provide research on our client database via account reviews to our Sales Officers and Treasury Management Operations Manager.
• Communicate with customers by phone or email to effectively resolve questions, problems, or follow up regarding the implementation of Treasury Management services.
• Communicate with our third-party vendors and Treasury Management Operations Manager to resolve any ongoing issues.
• Establish and build relationships with clients, displaying a caring attitude.
• Provide temporary limit increases on ACH and RDC transactions. Obtain needed approvals according to the Treasury Management Standard.
• Properly be able to identify a customer’s root issue and provide a resolution. Be able to identify when the issue needs to be escalated.
• Provide remote customer onboarding for all Treasury Management products and services.
• Provide implementation, onboarding, and ongoing support for all MyBiz Plus customers.
• Maintain a well-developed working knowledge of the complete line of products and services offered, taking initiative to keep up to date and request assistance for further development needs. 
• Follow up with clients, prospect clients and sales officers on any pending items.  
• Maintain files for pending and completed projects.
• Assist in any special projects assigned by the Treasury Management Operations Manager.

Knowledge, Skills, and Abilities:

• Computer skills: Microsoft Excel and Word
• Excellent verbal and written communication skills
• Customer service experience
• Ability to work with well with others in a team environment
• Ability to continue work flow with frequent interruptions
• Highly detail oriented
• Strong organizational skills
• Able to prioritize and change direction quickly based on sense of urgency

Minimum Qualifications:

• High school diploma
• Must be detail oriented, well-organized and ability to work independently and consistently.
• 1-2 years of customer service experience is required; previous banking experience preferred.

What do I do now?

• Apply with us!
• Refer this opening to others!

Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at hrcareers@centier.com. 

Equal Opportunity Employer/Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. 

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