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Treasury management services specialist job

LegacyTexasRichardson, TX
LegacyTexas jobs

Company

Company Description

Founded in 1952 and its Headquarters located in Plano, Texas. Legacy Texas Bank is a Community Bank in North Texas that serves locale enterprises, business owners, and families for over 60 years. Amassing over $8 billion assets and having offices in over 42 locations in the US - 19 of them are locations in North Texas, these numbers make them one of the biggest local banks in Texas. Legacy Texas provides services like commercial banking, business banking, consumer banking, and several other financial services through its mortgage division. Workers at Legacy Texas Bank are a family that works in the same direction of achieving the bank's vision and stay grounded by the values of the communities they live and work in. Interested applicants would be glad to know that Legacy Texas Bank has an exciting company culture and offers several great benefits like 401(k) Employee Stock Ownership, Health benefits, Education benefits, Paid time off to its employees. Open job openings positions available are Teller - Part-time and full-time, File maintenance Specialist, Bank Center Manager, and many more.

Job Description

Treasury Management Services Specialist POSITION SUMMARY: This position is responsible for implementation and support for internal and external customers using Treasury Management Products and Services. PRIMARY DUTIES & RESPONSIBILITIES: Answer incoming calls from Clients, Corporate Treasury Management Customer service, Client Services or other bank personnel. Provide Treasury Management support to Commercial and Corporate Banking Officers Answer and resolve customer service requests from customers managed by Corporate Banking Officers. Assist customers with system support questions received through the Treasury Management Support email. Complete new/change/delete requests for Treasury Management products and services. Prepare client documents for imaging into Synergy documentation system. Provide system training via webex or on-site as needed. Prepare and distribute list of ACH and RDC customers for annual underwriting to TM sales, account Officers, Business Underwriting. Work with account officers to complete ACH Renewals Perform ACH, RDC and Wire limit increases for customers as necessary upon approval. Work with management to document and update department procedures as needed Maintain positive and professional attitude. Strong Customer Service orientation. Organization skills to maintain daily workflows. Problem assessment and solving skills to identify solutions to Treasury Management issues and unique client needs. Intermediate knowledge of banking and bank operations. Ability to recognize workflow patterns and offer input regarding improvement opportunities. Ownership skills to follow up and follow through with internal and external Treasury Management clients. Understanding of rules and regulations pertaining to the banking industry to ensure compliance standards are followed and audits are performed. Human relations and communication skills to interact effectively with management and other employees. Maintain a working understanding of all Treasury Management Implementation functions. Maintain neat and orderly work area. Maintain orderly records of daily activities. Maintain historical files in an orderly manner in conjunction with the TMS group. Seek solutions to Treasury Management challenges. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Perform other duties as assigned. MINIMUM QUALIFICATIONS (EDUCATION, EXPERIENCE, & SKILLS): 2 years of related experience and/or training. Work related experience must consist of Business Banking products and services knowledge, Treasury Management products and services knowledge, payment processing operations, customer service, system support, installation and training, procedure and documentation development and project management. Verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions. Math skills; including the ability to balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors. Ability to solve practical problems and deal with a variety of situations where only limited processes or procedures exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Experience with Microsoft Office, especially Excel and Word, and proficiency at keyboarding. The person in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, deadlines, multiple concurrent tasks, and constant interruptions. Strong self-starter. Our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or protected veteran status. We are an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans and individuals with disabilities are encouraged to apply. Drug free work environment.

LegacyTexas

Type

Company - Private

Location

Multiple locations

Industry

Commercial Banking Companies

Founded

1952

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