Treasury Management Implementation Specialist - Altabank

DUTIES AND RESPONSIBILITIES:

• Builds strong relationships with treasury and other depository clients.
• Manages and oversees the collection of client documentation.
• Accurately completes documentation packages as part of the client delivery/on-boarding process.
• Act as a liaison between treasury sales and bank operations on the customization and implementation of Treasury Services client relationships.
• Maintains a comprehensive working knowledge of treasury management products and services as part of ongoing personal development as well as potential involvement in client-facing discussions.
• With input from clients, the Sales Specialist and the Treasury Sales Officer, prepare all necessary documentation required for customers including but not limited to contracts, agreements, risk assessments, amendments, etc. 
• Works directly with new TM clients to obtain any necessary information and signatures needed to set up client with TM services.
• Works with TMO and SS to obtain necessary credit/underwriting approval for TM products.
• Upon receipt of signed copies, forward complete package to TMCS for approval and setup.
• Ensure that all necessary paperwork is prepared, complete, and properly packaged for submission to TMCS for accurate and timely setup.   Communicate with TMCS and Treasury Sales Officers as needed regarding data needs, approvals, and implementations.
• Ensure that applications and change requests are moving through the system on a timely basis, with proper documentation and status is communicated to all necessary parties on a regular and frequent basis.
• Prepare Account Analysis and other Billing forms – Completes AA set up
• Provides initial training to all clients including user guides and introduction to training videos.
• Assist with periodic assessments and evaluations for renewal, annual compliance, etc. Escalate problems to Treasury Sales Officer as needed

QUALIFICATIONS:

• Minimum basic qualifications include 2 years in banking environment or financial institution or minimum 2 year experience in Treasury/Cash Management.
• Minimum 2 year experience working with PC based software applications
• Preferred degree from a four year college or university with or equivalent job experience.
• Sufficient experience in the banking industry showing an understanding of basic banking operations and treasury management processes.
• Proficient in the use of network and PC based software applications including menu driven work processing, spreadsheet, database, and information reporting software.

KNOWLEDGE, SKILL, ABILITY:

• Knowledge of, or ability to understand, Treasury products and services, including but not limited to Online Banking, ACH, Positive Pay, Merchant Services, Wire Transfers, Remote Deposit, Sweep Accounts, analyzed Accounts, etc.

• Ability to communicate clearly and professionally, in writing and on the phone, with Treasury Sales Officers, other internal bank team members, and business owners and their employees.
• Ability to understand and resolve problems related to scheduling, install, and general delivery of Treasury products and services.
• Highly organized with the ability to keep track of, and move to completion, multiple projects for multiple Treasury Sales Officers.
• Ability to accept and promote change.
• Employee must be capable of interacting calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside of the organization.
• Employee must be capable of regular, reliable, and timely attendance.
• Ability to adapt to change (e.g. shifting priorities, demands, and timelines) through time management, analytical, and problem-solving skills.

WORK ENVIRONMENT:

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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. 

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

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COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays. Visit our website for more details!

COMPANY OVERVIEW: We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website. Check it out! 

We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.