Treasury Management Analyst

Salem Five Cent Savings Bank; Salem (MA); On-site; USD 50,000 - 80,000; Full time

Job summary

An established financial services organization is seeking a dedicated individual to enhance customer experiences and manage Treasury Management operations. This role involves ensuring quality control, supporting clients with various banking products, and embracing new technologies to improve service delivery. As part of a committed team, you will play a vital role in fostering client satisfaction and operational excellence. If you thrive in a fast-paced environment and have a passion for customer service, this opportunity is perfect for you. Join a company that values community support and employee development.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401k Matching

Tuition Reimbursement

Flexible Spending Account

Health Savings Account

Employee Referral Program

Summer Family Outing

Annual Holiday Reception

Qualifications

• Minimum 5+ years experience in banking with a focus on Treasury Management.
• Associates degree preferred with strong technical acumen.

Responsibilities

• Provides outstanding customer experience and manages client onboarding.
• Responsible for quality control of Treasury Management product setups.

Skills

Customer Service

Attention to Detail

Analytical Skills

Problem-Solving

Technical Acumen

Communication Skills

Multi-Tasking

Negotiation

Education

Associates Degree

5+ Years Banking Experience

Tools

MS Office Suite

ERP Software

Job description

Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.

Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we're all about.

JOB DUTIES AND RESPONSIBILITIES include, but are not limited to the following:

• Provides outstanding Customer Experience to Salem Five customers and prospects.
• Demonstrates a high level of proficiency with Salem Five's digital technology offerings.
• Responsible for quality control/completion of all product set up forms and contracts
• Completes all Treasury Management product set-ups/QC within applicable systems, ensuring that information is accurate, complete and processed timely
• Coordinates client set-ups and onboarding experience, communicating credentialing information, next steps, and go-live dates
• Ensures that all pricing and any exception requests are complete and accurate; validates DNA and WAA for purposes of passing pricing information are complete and accurate
• Monitors daily files, connections and applicable systems integrations
• As needed, provides client support to Treasury Management and small business payments customers to fulfill needs and solve problems related to various TM products & services, deposit accounts and general requests
• As needed, trains new Treasury Management and small business payments clients
• Assigns and maintains secure master listing of wire PINs
• Must possess strong technical acumen to include proficiency utilizing desktop applications such as MS Office suite of products and internet-based applications and browsers; ability to review and work with customers/their vendors to create and validate that files perform as expected
• Embraces new and emerging technologies to support operations and customers through flexibility and the ability to learn and adapt to change. Staying up to date on new fraud threats, cyber trends, etc.
• Prepares and organizes various reports as requested
• Regularly assists with various projects and product rollouts to include new product implementations and systems testing, UI/UX upgrades, customer migrations, etc.
• Recognize and refer cross-sell opportunities to appropriate business partners.
• Provide back-up to Product Management with daily tasks as needed.
• Work effectively with other areas of the bank.
• Communicate effectively and professionally with customers and co-workers.
• Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position.
• Regular attendance is essential to this position

SKILLS & COMPETENCIES:

To perform the job successfully, an individual should demonstrate the following competencies:

• Attention to detail and thorough when performing work.
• Ability to multi-task, prioritize and remain focused in a fast-paced, client-centric environment.
• Demonstrated commitment to client satisfaction; provides superior customer service. Ability to diffuse and resolve conflict, preserve client relationships and maintain safety/integrity of the Bank.
• Communicates in a clear, concise and effective manner verbally and in written format.
• Demonstrates active listening; solicits feedback, offers balanced critiques and works toward collaboration.
• Demonstrates intellectual curiosity, desire to always be learning, and the ability to understand often complex workflows, systems, data sets and various technologies.
• Ability to negotiate and resolve complex/contentious issues; reach consensus and meet objectives.
• Excellent analytical and problem-solving skills; effectively evaluates information/data to make decisions; anticipates obstacles and develops plans to overcome them.
• Self-starter with ability to disseminate information and identify potential system gaps or areas of concern. Must have the organizational skills required to appropriately document & track issues along with willingness to take ownership of issues as they arise and the commitment to see them through to resolution.
• High level of understanding and ability to troubleshoot/problem solve issues related to technology, user systems, browser functionality and capabilities. Demonstrates ability to act as "expert" resource for Salem Five's digital technology offering.

EDUCATION AND/OR EXPERIENCE:

Associates degree preferred. Minimum 5+ years banking experience with strong background in Treasury Management, commercial operations, electronic banking/payments operations and/or client service. Strong technical acumen with various PCs, browsers, MS Office Suite and various ERP and accounting software and web-based products.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

Benefits/Incentives: Health Insurance, Dental, Vision, Flexible Spending Account, Health Savings Account, 401k Matching, Tuition Reimbursement, Employee Referral Program, Summer Family Outing, Annual Holiday Reception and more

Salary Range: Competitive Base

Ready to apply?If this job sounds like a fit for you, then click onApply/Apply Nowin this posting. We look forward to talking withyou.

Qualifiedcandidates may also submit a resume and application online at salemfive.com/careers or mail your resume to Human Resources, 210 Essex Street, Salem, MA01970.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.