TM Onboarding Specialist I

First Financial Bank; Abilene (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

First Financial Bank in Abilene, Texas is seeking a Treasury Management Implementation & QA Support specialist. The role covers onboarding clients from implementation to training and ensuring accurate execution of Treasury Management agreements.

You will participate in status update calls, review agreements, and perform quality assurance on implementations while updating procedures and supporting daily operations as needed.

Qualifications

• Minimum of one year banking experience and one year of strong customer service experience.
• Two-year college degree in business or related field required.
• Excellent written and verbal communication and ability to meet training standards.
• Analytical skills geared toward problem solving, time management, and prioritization.

Responsibilities

• Onboarding Treasury Management clients from implementation to training.
• Participate in weekly Implementation Status Update Calls with Treasury Management Sales support staff.
• Reviews Treasury Management Agreements to ensure proper execution.
• Performs quality assurance on Treasury Management implementations as required.
• Responsible for updating implementation and quality assurance procedures as needed.
• Works on special projects as needed.
• Assists with other daily operational activities as needed.
• Perform other duties as assigned.

Skills

Customer service

Written/verbal communication

Analytical skills

Time management

Prioritization

Windows-based applications

Education

Two-year college degree in business or related field

Tools

Windows

Job description

Job Description

We're always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you're challenged, valued and empowered every day. We strive to be the best destination for the industry's top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.

Office Location

Abilene, Texas, United States

SCOPE / CONTACTS

Provides operational and quality assurance support for the implementation and training of Treasury Management products and services. Products supported by Treasury Management are:

• ACH Services
• Business Online Banking and Business Bill Pay
• Lock Box
• Remote Deposit Capture
• Positive Pay
• Payroll Card
• Wire Transfer Services

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Onboarding Treasury Management clients from implementation to training clients to use Treasury Management products.
• Participate in weekly Implementation Status Update Calls with Treasury Management Sales support staff.
• Reviews Treasury Management Agreements to ensure proper execution.
• Performs quality assurance on Treasury Management implementations as required.
• Responsible for updating implementation and quality assurance procedures as needed.
• Works on special projects as needed.
• Assists with other daily operational activities as needed.
• Perform other duties as assigned.

MINIMUM QUALIFICATIONS

• Seeking individuals who will provide high-touch, professional, reliable and prompt customer service to First Financial Bank commercial clients.
• Candidates are required to have a minimum of one year of banking experience (teller, personal banker, operations, etc.) and one year of strong customer service experience, preferably in financial services.
• A two-year college degree in business or related field is required or may be substituted for experience in financial services.
• Excellent written/verbal communication and customer service skills, proficiency in Windows based applications and the ability to meet training standards is also required.
• Analytical skills geared toward problem solving, time management, and prioritization are essential.

PERFORMANCE REQUIREMENTS

KNOWLEDGE, SKILLS AND ABILITIES

• Preferred experience in working with an internet bank.
• Knowledge of Legal Documentation required for new account opening.
• Detail oriented.
• Effective communication skills - both verbal and written
• Ability to establish positive working relationships across the organization
• Solid technical proficiency in the use of PC software tools and systems

The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)