Treasury Management - Temporary Worker

Overview

Temporary Assignment

Duration : 3 Months

Responsibilities

• Follows policies and procedures and exercises good judgment to ensure client privacy, bank security and fraud / loss prevention.
• Reviews Treasury Management Agreements to establish and perform accurate client access and setup for all Treasury Management products and services according to required approvals, policies and procedures.
• Maintains and performs accurate updates and temporary limit and / or access changes to existing customers.
• Troubleshoots and solves problems within Treasury Management by following all policies, procedures and processes.
• Provides full customer support, including, but not limited to forgotten passwords, one-time pass code or other security methods, installation and / or reinstallation of product software or device drivers, file testing assistance, client training, and etc. on all Treasury Management products and services that are supported by the department and received via the various contact points (phone, email, KACE, system platforms, etc.).
• Establishes and maintains customer set-ups, products, functions and investigations.
• Maintains electronic files for client requests with regard to Treasury Management.
• Actively and accurately participates in product testing, implementation, and conversions, as needed and required.
• Provides onsite or verbal (conference call) training, installation and service of Treasury Management products.
• Identifies cross-selling opportunities and refers to Treasury Management Sales Officers as appropriate.
• Communicates effectively within the department and with other departments at the Bank.
• Maintains a high degree of accuracy while boarding account and customer information into various systems.
• Maintains knowledge of compliance, risk and banking regulations.
• Maintains a high degree of confidentiality with customer information.

Qualifications

Education

Special Information To Candidates

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