Treasury Services Onboarding Specialist

PeoplesBank; Bellingham, Northern (WA, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Profit Sharing

12 days paid vacation

Health benefits

8% 401(k) match

Job summary

Peoples Bank seeks a Treasury Management Support Specialist to join the Cordata Office in Bellingham, WA. You will deliver high-quality service to treasury clients, onboarding new services, and supporting the treasury sales team with underwriting and ongoing assistance for Remote Deposit Capture, ACH, Wires, and other cash-management products.

You will review applications, complete underwriting, train business clients, and maintain documentation while ensuring compliance with federal and state

Qualifications

• High School Diploma or GED.
• Minimum two years of customer service experience.
• Experience with Internet Explorer, Outlook, Word and Excel.
• Ability to learn 10+ computer programs.
• Strong problem-solving and decision-making skills.
• Ability to prioritize multiple tasks and work independently.
• Strong interpersonal and professional communication skills.
• Confidentiality and professional demeanor.

Responsibilities

• Review incoming applications for all Treasury Services products for accuracy to ensure audit requirements are met.
• Complete underwriting for Treasury Services products.
• Onboard new Treasury Services within the necessary systems (Business services took, Wex and RDC Dashboard).
• Schedule and complete training with new Treasury Services business clients via phone.
• Provide ongoing support as needed for Treasury Services customers (ACH, Wires, RDC, HSA and escalated Business Manager).
• Complete ongoing maintenance for all Treasury Services. This includes collecting updated documentation pertaining to RDC, ACH and HSA.
• Research and respond to all branch and department inquiries regarding Remote Deposit, ACH, Wires, HSA Administrator, escalated Business Manager requests and other Treasury Services products.
• Possess knowledge of and compliance with all Federal and State regulations.
• Understand and communicate security and risk surrounding cash management products (PCI, tokens, anti-virus, phishing, dual control).
• Annually review RDC and ACH with customer and other departments to address findings.

Skills

Customer service

Problem-solving

Interpersonal skills

Communication

Education

High School Diploma or GED

Tools

Outlook

Internet Explorer

Word

Excel

Job description

Peoples Bank seeks a Treasury Management Support Specialist to join the Cordata Office in Bellingham, WA. You will deliver high-quality service to treasury clients, onboarding new services, and supporting the treasury sales team with underwriting and ongoing assistance for Remote Deposit Capture, ACH, Wires, and other cash-management products.

You will review applications, complete underwriting, train business clients, and maintain documentation while ensuring compliance with federal and state