Treasury Management Specialist I Job at Dime Community Bank
Summary: The Treasury Management (“TM”) Specialist I is responsible for providing assistance to and onboarding of customers with Treasury Management products whether via phone, email, or remote computer access. Candidates should have strong technical skills to be able to troubleshoot customer issues.
Salary commensurate with experience, ranging from $40,000 to $55,000 annually. The exact compensation may vary based on relevant experience, skills, education, training, licensure and certifications, and location.
All applicants must attach a recent resume.
Responsibilities:
- Onboard all TM products working with the TM Sales and TM Operations teams.
- Adhere to all policies and procedures regarding TM products and their temporary and permanent approvals.
- Assist customers with any TM products including Bridge Business Connect, Remote Deposit, Wire and ACH Processing
- Use problem solving methods to listen, empathize, apologize, react, and notify the customer of a solution.
- Answer inquiries and resolves problems by clarifying desired information; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems.
- Convey information to customers in a clear, compelling way that will positively influence their thoughts and actions.
- Cross sell additional services by recognizing opportunities to provide additional products and new features.
- Answer all inquiries regarding the TM Department’s service/product promotions and advertisements.
- Protect confidential customer information and ensure that customer identity is always certain, in compliance with Call Center work procedures.
- Monitor for suspicious account activity and take necessary action to mitigate risk to protect Dime and our customers from potential loss.
- Fulfill all assigned responsibilities as described in applicable operational procedures with minimal supervision.
- Maintain knowledge of and comply with regulations that include but are not limited to overdraft protection, Reg E, Reg D, Bank Secrecy Act (VSA), Reg CC, privacy-Gramm-Leach-Bliley Act (GLBA) and Non-public Personal Information (NPPI) regulations, Right to Financial Privacy ACT (RFPA) identify theft red flags, Unfair Deceptive or Abusive Acts or Practices (UDAAP), Financial Elder Abuse, OFAC.
- Seek opportunities to enhance knowledge of Dime’s products and services as well as solutions to satisfy customer needs.
- Perform other work-related duties as assigned.
Qualifications:
- High School Diploma or equivalent,
- Strong computer skills required (Microsoft Office including Outlook, Word, Excel, and PowerPoint).
- Perform well in a team environment.
- Must have a reliable vehicle.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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