Treasury Management Specialist I
Description
Treasury Management Specialist I
Location: Huxley, Iowa
About South Story Bank & Trust
At South Story Bank & Trust, we are helping our communities, businesses and customers write their own stories through financing, banking, re-investing in our communities and giving back. We foster a collaborative, progressive environment where dedicated professionals can build rewarding careers while making a tangible impact in the community.
Position Overview
We are seeking an experienced and motivated Treasury Management Specialist to join our team in Huxley, Iowa. In this role, you will support Treasury Management operations within the Bank by delivering a range of high-quality support services. Key responsibilities include the remote and on-site implementation of Treasury Management solutions, as well as providing client training and troubleshooting assistance to ensure exceptional service delivery. You will be at the forefront of our efforts to support local businesses and stimulate economic growth in the communities we serve.
Key Responsibilities
- Service Implementation & Support: Prepare agreements and setup forms to facilitate the seamless onboarding of new treasury management clients and services.
- Client & Team Communication: Proactively communicate with clients and internal teams by providing timely updates, addressing inquiries, and ensuring professional interactions via phone and email.
- Operational Excellence: Support daily operations, assist with user access, system configurations, and service limit changes. Assist business online banking customers with password resets and general online banking questions.
- Collaboration & Problem Solving: Partner with internal teams, service providers, and clients to troubleshoot issues and deliver effective solutions.
- Administrative & Backup Support: Provide backup coverage and support departmental initiatives as needed, fostering a collaborative and responsive team environment.
- Additional responsibilities may be assigned in alignment with the Bank’s mission, vision, and core values.