Treasury Management Analyst

## Treasury Management Analyst IApplyremote type:
Hybrid locations:
North Fifth Street:
Plumtime type:
Full time posted on:
Posted Todayjob requisition :
R-1491
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* Location:

** 355 North Fifth Street Indiana, PA 15701
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* Hours:

** Monday - Friday: 8:00AM - 5:00PM(Additional hours as necessary to meet the objectives of the department
** Function:
** Responsible for various functions to support Treasury Management Sales Officers, their LOB partners, and clients to create and deliver a best-in-class onboarding experience as well as provide continued relationship management and support while reducing fraud risk and solving process gaps across multiple departments through front line submissions and operations.
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* Duties and Responsibilities:

*** Proves competencies in bank operations by demonstration of product knowledge and service expectations in a successful manner.
* Acts as liaison between TM Sales and TMSI/Deposit Operations/Wire teams in performing authentication and completeness checks on customer paperwork.
* Maintains working knowledge of all department procedures.
* Assists in maintaining up-to-date corporate and departmental policies and procedures
* Attends periodic education opportunities to stay up-to-date on regulations/rules.
* Assists in special projects, such as new product implementation and procedure documentation
* Acts as point of contact with customers to resolve discrepancies related to documentation or authorization of customer requests.
* Attends in-person and/or virtual client and prospect meetings with Treasury Management Officers.
* Manages customer requests for updates and maintenance of Signature Cards, Account Resolutions, Beneficial Ownership Documents, Wire Set Ups, Repetitive Money Transfer Agreements and corresponding Bank/Treasury Documents to properly complete the changes.  + Corresponds with customers by email and phone.  + Reviews and interprets organizational structure documents to produce accounts with correct ownership and titling requirements.  + Works with appropriate Bank personnel to produce the required documents.  

+ Sends the Documents to the customer and review executed documents for proper completion.  + Delivers documents to the corresponding processing area(s).
* Follows up on deposit accounts opened and corrects deficiencies or document exceptions.
* Assigns work received via email to TMSI and Deposit Operations/Wire employees as part of normal job duties.
* Demonstrates working knowledge of various bank operating systems including Optima, Tableau, nCino,IBS  and FIS systems (Deposit Origination, XAA, Business Service Tool).
* Maintains a good working relationship with bank employees in other departments and business lines. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization.
* Performs other duties as assigned, and as necessary to support the successful operation of the department.
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* Education:

** Requires a high school diploma or equivalent, plus specialized training, a two-year degree or equivalent work experience.
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* Experience:

** Requires five to ten years general experience required, with Customer Service and/or Treasury Product experience preferred
** Physical Demands:
** Operates a keypad device: 80% of the day. The primary parts of the body used to perform this task are fingers, thumbs, hands, wrists. Sitting is required for 6 hours per day. Required to stand 1 hour per day. Required to walk 1 hour per day at a moderate speed. Requires the use of manual dexterity skills for typing 80% of the business day.

Specific vision requirements include close vision of 18”-20” for computer work. Reasonable accommodations…