Treasury Management Analyst
Treasury Management Analyst
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Job Description
Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or locationlevel are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what were all about.
JOB DUTIES AND RESPONSIBILITIES include but are not limited to the following:
- Provides outstanding Customer Experience to Salem Five customers and prospects.
- Demonstrates a high level of proficiency with Salem Fives digital technology offerings.
- Responsible for quality control/completion of all product set up forms and contracts
- Completes all Treasury Management product setups/QC within applicable systems ensuring that information is accurate complete and processed timely
- Coordinates client setups and onboarding experience communicating credentialing information next steps and golive dates
- Ensures that all pricing and any exception requests are complete and accurate; validates DNA and WAA for purposes of passing pricing information are complete and accurate
- Monitors daily files connections and applicable systems integrations
- As needed provides client support to Treasury Management and small business payments customers to fulfill needs and solve problems related to various TM products & services deposit accounts and general requests
- As needed trains new Treasury Management and small business payments clients
- Assigns and maintains secure master listing of wire PINs
- Must possess strong technical acumen to include proficiency utilizing desktop applications such as MS Office suite of products and internetbased applications and browsers; ability to review and work with customers/their vendors to create and validate that files perform as expected
- Embraces new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change. Staying up to date on new fraud threats cyber trends etc.
- Prepares and organizes various reports as requested
- Regularly assists with various projects and product rollouts to include new product implementations and systems testing UI/UX upgrades customer migrations etc.
- Recognize and refer crosssell opportunities to appropriate business partners.
- Provide backup to Product Management with daily tasks as needed.
- Work effectively with other areas of the bank.
- Communicate effectively and professionally with customers and coworkers.
- Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position.
- Regular attendance is essential to this position
SKILLS & COMPETENCIES:
To perform the job successfully an individual should demonstrate the following competencies:
- Attention to detail and thorough when performing work.
- Ability to multitask prioritize and remain focused in a fastpaced clientcentric environment.
- Demonstrated commitment to client satisfaction; provides superior customer service. Ability to diffuse and resolve conflict preserve client relationships and maintain safety/integrity of the Bank.
- Communicates in a clear concise and effective manner verbally and in written format.
- Demonstrates active listening; solicits feedback offers balanced critiques and works toward collaboration.
- Demonstrates intellectual curiosity desire to always be learning and the ability to understand often complex workflows systems data sets and various technologies.
- Ability to negotiate and resolve complex/contentious issues; reach consensus and meet objectives.
- Excellent analytical and problemsolving skills; effectively evaluates information/data to make decisions; anticipates obstacles and develops plans to overcome them.
- Selfstarter with ability to disseminate information and identify potential system gaps or areas of concern. Must have the organizational skills required to appropriately document & track issues along with willingness to take ownership of issues as they arise and the commitment to see them through to resolution.
- High level of understanding and ability to troubleshoot/problem solve issues related to technology user systems browser functionality and capabilities. Demonstrates ability to act as expert resource for Salem Fives digital technology offering.
EDUCATION AND/OR EXPERIENCE:
Associates degree preferred. Minimum 5 years banking experience with strong background in Treasury Management commercial operations electronic banking/payments operations and/or client service. Strong technical acumen with various PCs browsers MS Office Suite and various ERP and accounting software and webbased products.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the employee is regularly required to sit and talk or hear. The employee frequently is required to stand; walk; use hands to finger handle or feel; and reach with hands and arms. The employee is occasionally required to stoop kneel crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
Benefits/Incentives: Health Insurance Dental Vision Flexible Spending Account Health Savings Account 401k Matching Tuition Reimbursement Employee Referral Program Summer Family Outing Annual Holiday Reception and more
Salary Range: Competitive Base
Ready to applyIf this job sounds like a fit for you then click onApply/Apply Nowin this posting. We look forward to talking withyou.
Qualifiedcandidates may also submit a resume and application online at or mail your resume to Human Resources 210 Essex Street Salem MA01970.
Required Experience:
IC
Employment Type
Full-Time
