Treasury Management Specialist Ii

POSITION SUMMARY
The Treasury Management Specialist is accountable for supporting the sales and client onboarding process, acting as a liaison between internal stakeholders and our clients across the business/commercial banking segment. The client centric individual will coordinate the implementation and set up of Treasury Management products and services as well as provide ongoing technical support to our Treasury Management clients.
RESPONSIBILITIES

• Provide expert advice to commercial/business customers and prospects on lockbox, ACH, remote deposit capture, positive pay, depository services and other products/services.
• Facilitate implementation when clients add and/or modify existing products and services.
• Gather and oversee the completion of agreement and enrollment forms.
• Oversee the accuracy of client onboarding details and the completion of the onboarding process
• Monitor incoming inquiries from clients and internal stakeholders via assigned group mailboxes in support of all Treasury Management clients.
• Resolve Treasury Management inquiries internally as well as working with third party vendors to resolve customer issues related to Treasury Management services.
• Maintain all records to remain compliant with policies and procedures across Treasury Management services.
• Educate and build client awareness assisting to maximize the benefits and use of our services.
• Assist in the coordination and support of audits and examinations.
• Prepare reports and participates in special department projects as needed.
• Perform demos for prospects and clients.
• Create a culture of collaborative continuous improvement to the client experience.

Qualifications

• Knowledge of Treasury Management services including FIS, on-line banking, remote deposit capture, ACH, wire, and lockbox is preferred
• A customer centric, client success oriented approach will be critical for success
• Ability to work in a fast-paced environment.
• Demonstrate a positive and optimistic perspective during each client interaction
• Possess good oral and written communications skills.

EDUCATION
High school diploma required. Associates degree preferred.
WORK EXPERIENCE
Minimum 3 years' experience commensurate with job function
LICENSES AND/OR CERTIFICATES
Licenses and CertificationsExpiration Date
None
WORKING CONDITIONS
Work is performed in a normal office environment. Noise levels are usually moderate.
HAZARDS
The hazards are mainly those present in a normal office setting.
This job description may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
About Provident Bank
For more than 180 years, Provident Bank has served individuals, families, and businesses in our local communities with personal and business banking services.
Volunteering is a Way of Life
Our brand promise - "Commitment you can count on" - supports the investments we make in the community and donations made by our employees. It's a promise also reflected in the volunteerism of our employees, who lend time and talent and countless hours to assist hundreds of organizations and thousands of people and animals each year.
Why do we love it?

1. We get to volunteer in areas that are meaningful to the bank and impactful in the community.
2. Through generous contributions, we have raised over $912,000 in 2022. No item or donation is too small; we find a home for it all.