Treasury Management Specialist- Hybrid
Listed on 2025-12-30
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Finance & Banking
Risk Manager/Analyst
Overview
Are you seeking a fun, collaborative and dynamic environment where your contributions as a Treasury Management Specialist will be recognized? If the answer is yes, apply to become a member of Mission Valley Bank's valued, talented and proven team, dedicated to service excellence.
Our Treasury Management Specialist (Burbank, CA) are professional, friendly, provide excellent customer service, and possess excellent communication skills. You must love people to identify and offer new bank products and services, be detail oriented and accurate with counting and balancing. You must love people and numbers to provide high-level client service support to internal and external client inquiries.
This is not a supervisory position.
What Will Be Your Key Accountabilities?- Implement, train and maintain all Treasury Management products related products and services successful while providing the highest quality of service to the client.
- Provide ongoing related support to our customers, sales team and branches.
- Exercise discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions.
- Provide support to other departments, including branches, to research bill payment posting errors, ACH transaction requests, etc.
- Identify possible cross-sell opportunities.
- Review and resolve Fraud Map and Case Tracker security alerts.
- Specialize in all areas of electronic banking operations, including functioning as technical and procedural liaison between the eBanking Department, Branch Operations and third party vendors.
- Research, make recommendations and resolve customer disputes and/or REG E claims relating to ATM and debit card transactions in conformance with all financial institution and network regulations.
- Handle customer service issues over the phone or in-person in a timely manner regarding applications, setup, processing, password resets, training requests, reinstallation requests, file upload issues and/or other Treasury and Cash Management concern.
- Oversee the application, review and approval process for ACH origination, Wire and Remote Deposit Capture customer.
- Prepare ad-hoc reports, including but not limited to enrollment forms, audit reports, and/or other Treasury and Cash Management.
- Assess risk and maintain accurate documentation of assessment, reports, etc.
- Keep department procedures updated when changes occur and make recommendation for improvements.
Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.
What Are We All Doing?- Embrace MVB's core values ACCEPT, show respect for cultural differences; promote working environment free of harassment of any type.
- Support a diverse workforce and affirmative action.
- Maintain up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures.
- Bring any suspicious activity to the attention of a supervisor, or the BSA Officer.
- Follow all Bank policies and procedures to ensure compliance with all laws and regulations.
- Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.
What Do You Bring to the Team?
A list of job experiences and qualification requirements are great, but what is most important to us is humility, vulnerability, transparency, a performance-driven attitude, and a team-player approach. Additionally, you will bring:
- Experience in a customer service call center/service center required.
- Complete knowledge and understanding of bank operations, policies and procedures to include client issues.
- Ability to interact and communicate at all levels. Good verbal and written communication skills.
- Ability to work independently with limited direction from supervisor.
- Excellent written and communication skills, including ability to deal professionally with branch issues, problems, and questions.
- Demonstrated ability to set realistic expectations, problem solve and negotiate.
- Capability of working well independently and as part of a team and exercising appropriate level of authority commensurate with experience and responsibility.
- Ability to work successfully in a deadline driven environment.
- Excellent attention to detail and accuracy; good organizational, research and follow-up skills.
- Requires the ability to exercise independent judgment and employ basic reasoning skills
- Excellent knowledge in MS Word, proficient in Excel, Outlook, preferable Fiserv.
- Medical, dental, vision and life insurance eligibly the first day of the month following employment.
- Several discount programs, Employee Assistant Program (EAP), several voluntary plans, Flexible Spending, Health Savings Account and more
- 401(k) pre-tax with matching contribution and Roth 401(k)
- Free checking and savings accounts
- Monthly stipend for cell phone expenses
- Flexible work schedule
- Beyond holidays,…
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