Treasury Services Support Specialist
Job Type: Full Time
Location: Malvern, PA
Department: Treasury
Position Summary:
Responsible for performing various duties to support the Treasury Services Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Qualifications Required:
- Bachelor’s degree in Finance or related field; or equivalent work experience
- Ability to work in a team environment
- Strong computer skills (MS Office, etc.)
- High degree of attention to detail and ability to multitask
Essential functions and responsibilities:
- Assist in opening new accounts for corporate customers
- Assist with onboarding of cash management services for new and current customers
- Field calls from customers with issues and resolve (working with operations as necessary)
- Collect and analyze customer and prospect deposit and merchant account statements
- Cross sell cash management products while assisting in onboarding and customer service
- Assist with preparing treasury services (including RFP’s) proposals and presentations
- Assist with new Cash Management /Treasury Services product development
- Assist with creating and maintaining monthly cash management reports
- Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
- Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
- Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
- Communicates with management and coworkers in order to integrate goals and activities
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
- Other duties as assigned
Success factors/job competencies:
- Organizational and time management skills
- Ability to work with little or no supervision
- Excellent interpersonal and communication skills
- Timely and regular attendance
- Completes work in a timely manner
- Actively seeks coaching
Application Access:
- Jack Henry – Silverlake (Same menus as Jason Rose)
- Synergy Reporting
- SmartPay (Profitstars) (Same menus as Jason Rose
Physical demands, work environment, and location:
- 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 necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
- Work environment: The noise level in this environment is minimal
- Location: Various Meridian Bank locations as assigned
Equal Opportunity Statement
- Meridian Bank is an Equal Opportunity Employer
Performance standards:
- Annual review
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