Treasury Operations Analyst

Stock Yards Bancorp, Inc.; Louisville (KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Stock Yards Bancorp, Inc. is seeking a Treasury Operations Analyst to support Treasury Management Officers and external customers.

The role emphasizes service quality, issue resolution, and proactive collaboration with internal teams to enhance treasury services. Ideal candidates have a BS/BA in business or finance or equivalent banking experience, with at least 3 years in banking and treasury product knowledge.

Qualifications

• Bachelor-level or higher in business/finance, or banking experience with HS/GED
• At least 3 years banking experience with treasury product knowledge
• Strong communication, analytical and computer skills

Responsibilities

• Deliver product and service support to Treasury Management Officers and clients
• Maintain client relationships and coordinate with internal departments
• Respond to customer requests with urgency across phone, in-person, or online channels
• Assist in training on Treasury systems and services
• Support audits and risk documentation processes
• Occasionally visit customer sites as needed

Skills

Treasury knowledge

Customer service

Communication

Teamwork

MS Office

Problem solving

Education

BS/BA in business/finance

High School/GED education

Tools

MS Excel

CRM system

Job description

Job Title: Treasury Operations Analyst

FLSA Status: Non-Exempt

Department: Deposit Operations

Hours of Operation: Monday - Friday, 8:00am - 5:00pm (9:00am - 6:00pm for 1 week within a 6-week rotation)

General Job Summary:

Perform product and service support to Treasury Management Officers, Relationship Officers and external Treasury Management customers.

Organizational Duties and Responsibilities:

• Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
• Supports all functions that maintain compliance with regulatory agencies.

Essential Duties and Responsibilities:

• Provide WOW service to both internal and external customers with a sense of urgency and sensitivity to customer issues
• Maintain relationships with client base and other internal departments to improve business performance
• Respond promptly to all customer requests via phone, face-to-face or via online channels
• Take ownership of customer issues and follow-up on outstanding requests and elevate issues when necessary
• Install, train and provide technical and mechanical support for all Treasury products and services for new and existing customers
• Order equipment and monitor invoicing of equipment
• Maintain all aspects of the customer data base, to include exposure limits and renewal dates
• Prepare department documents for imaging. Acquire, retain and translate product knowledge, to include software and equipment enhancements to both internal and external customers
• Follow established policies and procedures in the set-up and maintenance of all Treasury Management products and services within the department
• Support the processes to ensure all Treasury Management Support audits meet or exceed requirements
• Participate in the testing and implementation of new products, services, software and hardware
• Maintain working knowledge of all Treasury Management systems. Assist with training to other team members and customers as needed
• Assist in the training to account officers as needed on new systems, upgrades to existing systems and internal processes
• Perform duties to monitor and assist with risk limit documentation requirements
• Assist with product installation/implementations using phone, PC and on-site visits as needed.
• Assist with the writing and annual review of job procedure manual
• Occasional customer site visits
• Any additional duties assigned by supervisor as the need arises

Working Conditions:

Primarily involves working internally; however may require on-site visits for customer support, training and software/hardware installations

Minimum Job Requirements:

Education: BS/BA in business/finance or equivalent banking experience with High School/GED education

Experience: 3 years banking experience with knowledge of treasury management products and services preferred

Specific Skills:

• Able to work collaboratively with those inside and outside the organization
• Strong written and verbal communication skills via phone, face to face and online channels.
• Good analysis and research skills
• Professional appearance and demeanor
• Adapts well to change
• Team oriented
• Customer oriented
• Strong time management skills
• Demonstrated initiative
• Proficient in Microsoft Office programs, particularly Word and Excel

Specialized: CCM/CTP/AAP Certification Preferred

Physical requirements:

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

• Primarily sedentary work performed in an office environment
• Ability to sit for extended periods of time while working at a computer
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
• Ability to speak clear and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
• Visual acuity sufficient to read computer screens, printed documents, and financial data
• Occasional standing, walking, bending, or reaching
• Ability to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)