Job Information
Union Savings Bank Treasury Services Support Specialist in Danbury, Connecticut
Description
The Treasury Services Support Specialist provides Treasury and Merchant Services issue resolution, verification and best in class onboarding directly to USB’s business clients. Upholding a consultative service standard, the Treasury Services Support Specialist will assist our advisory and sales personnel. They will be charged with identifying and referring solutions/sales opportunities; within the department and throughout USB sectors. Enable sales growth by providing analytics, proposals/presentations and facilitating and participating in campaign outreach efforts. Through an advisory service stance, the Treasury Services Support Specialist will be positioned to independently offer our product suite to existing clientele of USB.
Client Support
Primary responsibility to provide advisory support and service resolution to USB current and prospective Treasury and Merchant Services clients.
Deliver an outstanding client experience by responding quickly to client requests and ensuring follow up and escalation of client needs.
Contact clients and to confirm and verify data accuracy and services.
Provide Treasury and Merchant Services support directly to business clients serving as contact for day-to-day operational support and on-going, complex servicing needs of treasury management relationships.
Complete onboarding process for clients accurately and timely by setting up and training clients, testing NACHA and Positive Pay files, recording services and contacts and providing data to Treasury Management.
Maintain an in-depth knowledge of all Treasury Management products, to include the risks to the Bank and available controls that have been implemented.
Closely track pending client issues or requests to ensure timely resolution.
Provide seamless service by coordinating with key stakeholders whilst keeping the client experience in the forefront.
Identify sales opportunities, product improvements, risk escalation and operational efficiencies by communicating client needs to Treasury Operations, Treasury, Merchant Advisors, and aligned departments to include Deposit and Payment operations, Product Innovation, Branch Network, Business Banking and Commercial Banking.
Sales
Through a consultative service standard, independently offer product solutions to promote retention and growth.
Identify sales opportunities and route accordingly. Manage incoming referrals and maintain records of individual calls and pipeline.
Assist and support Treasury and Merchant sales campaigns.
Support Treasury and Merchant Advisors by providing data analysis, presentation and proposal materials when needed.
Audit & Compliance
Assist Treasury Operations Manager with the following:
Monitoring product risk, escalate exceptions, adhere to policies, and align procedures accordingly.
Execute daily, monthly, quarterly, and annual risk reviews.
Extract, and archive required data to support compliance requirements internally and outside regulators.
Maintain knowledge and communication of market regulatory changes.
Operational Maintenance & Product Development
Support, partnership with USB departments (Operations, Innovation, and IT) to maintain efficient workflows and data repositories.
Collaborate with cross-functional teams to define system requirements, vendor cohesion, and oversee the implementation process.
Manage daily Positive Pay, ACH, Remote Deposit and Wire process.
Participate and report on assigned USB committee(s).
Qualifications
Education
Preferred
- Bachelors or equivalent work experience or better
Experience
Required
- 2-3 years: Direct advisory client service, problem resolution and client/peer training (in-person and/or remote).
Preferred
1-3 year: Operational experience. Examples: onboarding new clients, workflow adherence, following approval processes and clear secure delivery of information throughout an organization.
1-3 year: Operational and risk mitigation within a financial institution.
1-3 year: Direct client facing (in-person and/or remote) advisor – level service within a financial institution.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)