Lead Treasury Management Implementation

Overview

At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care.

The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.

This is a senior support role which serves as the lead resource for daily operations of the Treasury Management Operations Department.

This position will provide back up for client service but is operationally driven and focused on process improvement, training, and monitoring functions within the department.

Assists the Department Team Leader with new product implementation, audit functions and other projects.

Responsibilities

Responsible for a variety of TM operational on-the-job training : Delivery of initial training of new team members;Development and facilitation of department training for new and ongoing changes;

Coordinates training outside of the department for retail associates (TM products).

• Assists the TM Operations Department Team Leader with the following : Assists with department operations and scheduling, including assigning daily duties and confirming completion, as needed.
• Assists with the review and resolution of current exam documentation, compliance and / or audit findings for functions under direct control;
• assists with ongoing compliance associated with payment processing guidance, rules, and regulations as well as exams (external and internal);
• Contributes to the implementation and ongoing maintenance of MidWestOne Bank’s cash management technology; participates in planning, testing, communication, and documentation related to technology;
• Assists with department operations and scheduling, including assigning daily duties and confirming completion thereof;Assists with the administration of the bank’s account analysis system;
• serves as primary back-up to Treasury Management Operations Support for monthly account analysis processing.Monitors department audit functions;
• In collaboration with the Department Team Leader, coordinates continuous improvement processes for Treasury Management Operations in collaboration with the Department Team Leader : Conducts regular internal procedure and process reviews to guarantee adherence to compliance, efficiency, and product risk reduction;

Conducts client risk review processes with assistance from the TM Operations support staff.

• Serves as an escalation point for more complex business customer resolution and acknowledges customer inquiries in an appropriate manner ensuring response time meets the department’s minimum service standards.
• Expands existing relationships by suggesting additional Treasury Management services to business customers; refers to Treasury Management Sales Team.
• Administers client risk review processes.
• Performs other duties as assigned.

The Perks!

• Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
• Career development and continuous learning opportunities
• Paid Time Off, Paid Holidays, Parental / Grandparent Leave, and more
• 100% vested 401(k) Retirement Plan with company match
• Medical, Dental, and Vision insurance
• Flex spending plan & Health savings accounts with employer contribution
• Student Loan Debt Reduction Program & Tuition Assistance Plan
• Employee Stock Ownership Plan
• Employer provided group life insurance with option to purchase additional life insurance for you and your family members
• Employer provided long term and short term disability insurance
• Additional Insurance options to meet your personal needs : Critical Illness and Accident insurance
• Wellness Program
• Free banking services and other financial services discounts
• Take Your Dog to Work Day in June
• Employee Rally Day- a day of celebration and recognition!

Qualifications

• Associates degree or equivalent combination of education and related work experience.
• In addition to education in the field of business or related field, 1-2 years of experience in a TM Operations related role.
• Prefer 3 years of banking or financial institution experience or an equivalent combination of education and experience.

We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, inclusion and belonging at work and in our communities.

Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.