Treasury Support Associate

Virginia Credit Union; Midlothian (VA); On-site; USD 50,000 - 70,000; Full time

Job summary

Virginia Credit Union is looking for a Treasury Support Associate to assist the Treasury Sales Officer and support treasury management functions. The candidate will manage sales referrals, assist with account management, and provide client training on treasury services.

Qualifications include a minimum of 4 years in a business banking role and proficiency in Microsoft Office. The role is based in Richmond, Roanoke, or Charlottesville, Virginia.

Qualifications

• Minimum of 4 years in a business banking role.
• Experience in deposit account management or treasury services.
• Demonstrated ability to handle customer/member relationships.

Responsibilities

• Manages incoming sales referrals and inquiries.
• Facilitates setup of new services and agreement signatures.
• Responds to inquiries from the Treasury Services mailbox.

Skills

Strong written and verbal communication skills

Strong problem solving and analytical skills

Detail oriented

Ability to multitask

Proficient in Microsoft Office

Knowledge of business deposit products

Education

College degree

Tools

Microsoft Office

Virtual meeting applications

Job description

Position Overview

1 position based in either Richmond, Roanoke or Charlottesville.

Primary Function

The Treasury Support Associate (TSA) provides a variety of support functions to the treasury management sales, implementation, maintenance, and issue resolution processes. The TSA partners directly with the Treasury Sales Officer (TSO) to understand business members’ needs and expectations and ensure service levels are continuously met. The TSA is also the first point of contact for all standard requests submitted to the treasury team from front line associates and partners with the Transaction Operations group to conduct maintenance and issue resolution of existing services.

Essential Duties and Responsibilities

• Manages incoming sales referrals and inquiries from all frontline associates
• Prepare any forms necessary for the implementation of new services or maintenance requests
• Facilitate the signing and collection of agreements required for the setup of new services
• Perform setup specific functions related to all treasury services
• Member training of all treasury services to include Business Online Banking
• Responds to Treasury Services mailbox incoming servicing and issue inquiries, Business Online Banking secure messages and sales opportunities
• Maintains various daily, weekly and monthly reports and associated report driven tasks
• May perform other duties as assigned

Services MBS Managed Relationships

• Assists TSO in the management of deposit accounts
• Performs all deposit account functions to include opening, maintenance and general inquiries for MBS managed clients
• First point of MBS client contact for any treasury service related inquiries
• Handles MBS client requests for information and resolves problems promptly. Involves TSO only when needed
• MBS client training of all treasury services to include Business Online Banking
• Coordinates with internal Member Business Services partners’ referral opportunities
• Helps develop long-term solutions for business members to ensure business member and account retention

Office Support Functions

• Assists other support for the TSO as directed
• Types letters, memos, etc. as needed
• Participates in special projects as requested
• Accurately performs all Bank Secrecy Act (BSA) and OFAC functions related to opening accounts, account maintenance changes, OFAC verification, reporting suspicious activity to the Security Department, and completing all required training
• Other duties may be required and assigned by the Director

Prerequisites for the Job

• A minimum of 4 years in a business banking role, at least two of which are deposit account management or treasury services related role

Knowledge

• Familiar with business deposit products
• Overall knowledge of financial products and services
• Understands a business structure and business cash management needs
• Experience in being on a team with direct customer/member relationships
• Prior experience in servicing business relationships
• Experience working with various finance roles of a business
• Will maintain a working knowledge of the current treasury products offered

Skills

• Strong written and verbal communication skills
• Strong problem solving and analytical skills
• Must be accurate and detail oriented
• Must have the ability to work independently as well as with a team
• Must be able to multitask and work in a fast-paced environment
• Proficient in using Microsoft Office applications
• Proficient with various virtual meeting applications
• Must be able to work with a sense of urgency

Minimum Education and Experience

• College degree is preferred
• Sufficient demonstrated experience with results in areas of responsibility may substitute for educational requirements