Treasury Operations & Client Support Specialist

First Bank Midwest; Frankfort (IN); On-site; USD 42,000 - 64,000; Full time

Job summary

First Bank Midwest in Indiana is seeking a Treasury Management professional to support TM customers, assist Sales and Relationship Managers, and collaborate with TM Operations & Product. You will onboard customers, set up accounts, maintain files, and process TM transactions while providing excellent service.

The role emphasizes accuracy, timely processing, and data reporting, with cross-functional collaboration and potential back-up support for Merchant Services. Training will be provided.

Qualifications

• Customer-focused service and relationship management skills.
• Demonstrated integrity and trust in handling sensitive financial data.
• Strong problem-solving abilities with meticulous attention to detail.
• Effective time management and prioritization capabilities.
• Ability to make timely decisions under pressure when needed.

Responsibilities

• TM Customer Service & Operations: onboarding and maintenance of TM customers, setup of products/services, and handling online banking tasks.
• Maintain customer files, prepare new legal agreements/contracts, and support TM transactions (transfers, deposits, wires).
• Provide customer service for temporary limit increases on TM transactions and respond to inquiries.
• Research, compile data, and prepare periodic reviews for TM customers.
• Processing of various banking transactions and back-up support for Merchant Services.
• Reporting: prepare and review monthly and quarterly TM-related reports.
• Other duties as assigned and explanation of bank services to customers.

Skills

Customer Focus

Integrity & Trust

Problem Solving

Time Management

Timely Decision Making

Job description

First Bank Midwest in Indiana is seeking a Treasury Management professional to support TM customers, assist Sales and Relationship Managers, and collaborate with TM Operations & Product. You will onboard customers, set up accounts, maintain files, and process TM transactions while providing excellent service.

The role emphasizes accuracy, timely processing, and data reporting, with cross-functional collaboration and potential back-up support for Merchant Services. Training will be provided.