What are the responsibilities and job description for the Treasury Management Support position at ITASCA BANK & TRUST Company?
Itasca Bank & Trust Co. is an independently owned, local community bank with locations in Itasca and Roselle. Itasca Bank values its staff. Our most important assets are the people – customers and employees. For over 75 years the Bank has been a responsible citizen and community leader because it respects the values of its past when making decisions that shape its future. Without a dedicated and responsible staff, we can’t serve customer needs and remain a responsible corporate citizen. Itasca Bank has been voted Best of the Best/Top Pick by the Daily Herald Readers since 2016, which reflects our dedication to quality service, high standards, and responsiveness to customers and employees alike. Itasca Bank is a responsible employer dedicated to the health and safety of employees and works to maintain diversity in both its workforce and the vendors it uses. We encourage our employees’ participation in community and civic activities which lead to better communities, and a positive workplace environment where a work/life balance is encouraged.
Essential Functions
Will assist the Treasury Management Officer with business customer onboarding documentation and ongoing servicing and maintenance of the accounts.
Will work directly with business customers to identifying business customer financial needs.
Works directly with business customers to resolve technical issues related to online banking, ACH, wires, click deposit, positive pay, and account questions.
Will support business customers with ACH origination, merchant services and wires.
Will cross-sell Bank products and services.
Will support business customers with fraudulent inquiries.
Will be subject matter expert for treasury management product and services.
Will work with internal departments to gather business customer information relevant to account opening and servicing.
Supervisory Responsibility
None
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers and phones.
Physical Demands
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Position Type/Expected Hours of Work
This is a full-time non-exempt position. Days and hours of work are Monday through Friday, 8:00 a.m. to 4:30 p.m.
Travel
None required.
Required Education and Experience
5 years of relationship banker experience
Knowledge of retail products and services
Knowledge of business products and services
High School education or GED
Strong problem solving and critical thinking skills
Strong regulatory banking knowledge
Strong banking technology experience
Strong experience with onboarding business customers
Strong experience cross-selling bank products and services
Models positive and supportive behavior
Ability to work a flexible schedule including evenings and Saturday as needed
Effective written and verbal communication
AAP/EEO Statement
Itasca Bank & Trust Co. is an Equal Opportunity and Affirmative Action employer Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.