Treasury Management Implementation Specialist

Jefferson Bank•San Antonio, TX

About The Position

Support the Treasury Management Officers during the onboarding of new and existing business customers. The position is primarily responsible for ensuring the smooth implementation of all treasury products. All the while maintaining and developing our Treasury Management clientele to ensure retention and customer satisfaction.

Requirements

Three years’ experience in banking (Commercial Banking, Retail Banking, Operations)
Three years of experience providing customer support in person and via phone
Three years of technical support with Internet, search engines, browsers, system settings, mobile devices and personal computers
Familiarity with Treasury Management Products and Services
High School Diploma or equivalent
Experience with basics of IT security and fundamentals of PC antivirus and anti-spyware
Excellent computer literacy in all Microsoft Programs (Outlook, IE 7 and 8 and other popular browsers, Word, Excel, Power Point, Adobe Reader)
Experience with the Internet, search engines, browsers, and general PC connectivity
Smartphone experience
Ability to work with office equipment such as copiers, scanners (Install, support and troubleshoot), Shredders, and fax and other electronic devices.
Must be able to communicate effectively, coherently and in a concise manner with customers
Proven organizational skills with ability to multi-task and follow assigned tasks through completion
Ability to work independently with minimal supervision
Must be accustomed to a fast-paced office environment
Must have the ability to resolve conflict and provide resolution professionally and in an empathetic manner to customers
Must be able to reach, bend and lift files up to 30 lbs
Must be able to sit for most of the day in front of a computer
Must be able to use telephone headsets
Must be able to type on a keyboard
Must be able to speak to and hear customers
Must be able to read a laptop/computer monitor
Must be able to be mobile in an office environment

Nice To Haves

Preferred three years of Treasury Management Experience
College degree preferred

Responsibilities

Work closely with Treasury Management Officers to coordinate implementations with prospects, current clients, and setup of all Treasury and Merchant Services Products
Engage in direct contact with Treasury Management customers to schedule trainings, contract signings, agreements, and installations
Authenticate and set up new applications and/or profiles on various Treasury Management products: (ACH, Remote Deposit Capture, Wires, Positive Pay, Merchant Services and Lockbox)
Complete Treasury Management Service and Merchant Service Agreements and send to customer either via E-Signature or in person
Provide high quality technical training by telephone, on-site, email and web based remote applications, Zoom or Teams, for new and existing Treasury Management customers
Handle phone and email inquiries related to Treasury Management Sales, Implementation, On-boarding, and Training
Work directly with vendors for onboarding new merchant customers
Train merchant customers on acceptance guidelines
Work with management to review and approve/adjust all pending merchant services discount rate proposals and fee schedules
Review and approve any adjustments necessary to existing merchant services discount fee schedules
Generate, maintain, and distribute monthly reports for various tracking and analytical purposes
Utilize vendor dashboards (Q2 Console, Profit Stars, Online Banking, Centrix ETMS, Deluxe and Synergy) for a variety of research and customer support functions and audit purposes
Install RDC and Merchant equipment at Business Locations remotely or on-site
Maintain and order RDC Scanner and Merchant Equipment Inventory
Provide technical support and training on RDC and Merchant systems and equipment
Ensure adherence to all merchant services program and service requirements, stay abreast of changes, and remain knowledgeable of acquirer laws, regulations, mandates, and card association guidelines
Remain active with new technologies, competitive services, and deliver ideas to management for growth
Remain accustomed to competitor fee schedules and statement deciphering so that comparisons for potential clients are accurate
Serve as Administrator to various internal systems and complete access setup for designated personnel as necessary
Send all completed agreements and approval forms for scanning into Synergy
Utilization of Contact Relationship Management (CRM) System
Must maintain familiarity with jeffersonbank.com and ability to navigate the site
Perform other duties as assigned as delegated by management