Treasury Administrative Management: Actively manage the daily, weekly and monthly Treasury Management Duties for servicing the portfolio of treasury and deposit services customers for West Bank.  Provide outstanding service by understanding customer’s business needs and providing impactful solutions while performing the functions needed for servicing and billing of TM products and services.  Maintain Treasury Management data and spreadsheets for client communication and billing purposes. Projects as assigned. (30%)

Treasury Client File Review: Manage daily ACH files, monitor any Nice Actimize cases and release files according to the posted release times. Monitor Remote deposit for exceptions and release deposits. Monitor the TM email box.  Communicate to clients any issues that may arise and what to do to resolve them. (25%)

Client Technical Support:  Provide clients with technical computer and website(s) support.  Walk clients through challenges they may have with navigating through websites and/or downloading software by providing outstanding customer service, taking the time and having patience to get them through the process. (30%)

General Knowledge of Treasury Management & Bank Operations:  Actively learn and have a better understanding of the Operations side of the department by taking advantage of slow times to learn system functions, how to obtain information on Director, Premier and many other programs that are used in the department to better assist our customers. (5%)

Professional Communication (Individual Contributor): Utilize professional and effective verbal and non-verbal communication to forge/enhance relationships with team members and customers. Communication should be clear, professional, respectful to others, and aligned with West Bank’s mission to build strong relationships, build strong communities and build upon our strong reputation. Team members should embrace candor with an appropriate tone to participate in the success of the department and organization. (5%)

Build Strong Communities: Participate in community events, including staffing at least two events (art festivals, community celebrations, etc.) and participating in at least two community festivals (parades, bank-sponsored outreach events, etc.) per year. (5%)    

Qualifications (Include Education and Experience): Ability to exercise independent judgment, discretion, and discipline.  Excellent verbal and written communication skills with an emphasis in interpersonal skills.  Ability to interface and collaborate effectively with all internal and external contacts and to manage and maintain confidential information. Strong customer service capabilities with the ability to multitask.