Treasury Management: Customer Ops & Reporting Specialist

First Bank Richmond; Frankfort (IN); On-site; USD 42,000 - 62,000; Full time

Job summary

First Bank Richmond is seeking a Treasury Management (TM) Customer Service & Operations professional in Indiana to support onboarding, maintenance, and service delivery for TM clients. The role involves account setup, transactions, and coordination with TM Sales Officers and Relationship Managers.

You will handle customer inquiries, manage documents, and assist with hardware installation for Remote Deposit Capture while contributing to monthly and quarterly TM reporting and back-up support for

Qualifications

• Experience onboarding TM customers and maintaining TM accounts.
• Ability to prepare monthly and quarterly TM reports.
• Strong customer-service and problem-solving skills.

Responsibilities

• Onboard and maintain TM customers and agreements.
• Setup TM products/services and process banking transactions.
• Provide support for TM sales and relationship managers.
• Handle customer inquiries via phone and online channels.
• Assist with Remote Deposit Capture hardware installation and support.
• Prepare periodic TM reports and analyses.
• Provide back-up to Merchant Services and explain bank services to customers.

Skills

Customer service

Operations support

Onboarding

Account maintenance

Tools

Online banking system

Image system

Job description

First Bank Richmond is seeking a Treasury Management (TM) Customer Service & Operations professional in Indiana to support onboarding, maintenance, and service delivery for TM clients. The role involves account setup, transactions, and coordination with TM Sales Officers and Relationship Managers.

You will handle customer inquiries, manage documents, and assist with hardware installation for Remote Deposit Capture while contributing to monthly and quarterly TM reporting and back-up support for