Treasury Implementation Coordinator

About The Role

This position is responsible for providing technical and product support to Treasury Management customers. Ensures contracted services are set up properly and customers are informed of product operating procedures. Markets and implements products to customers and prospective customers. Provides ongoing sales support and acts as liaison between customers and service departments of the bank to support sales implementation and service issues;

interacts with various departments on an ongoing basis. The job functions are:

• Responsible for completion of implementation forms, customer agreements, etc.
• Verify contracted services are implemented within expected time frames and accurately to ensure service fee revenue.
• Monitor customer’s accounts to ensure customers receive services as requested and accounts complies with treasury management implementation procedures and bank policies.
• Provides demonstrations and/or training for customers as needed on treasury product usage, as well as assists with implementation of hardware/software.
• Assists clients and prospects with new service requests and identifies cross-sell opportunities; keeps abreast of product updates and documentation; adheres to bank policies and procedures.
• Assists in research and development of special projects; performs support functions directly related to departmental functions; frequently interacts with Officers and other departments on a routine basis.
• Coordinate service support for resolution of customer problems/complaints with depository/treasury management services; communicates resolutions to customers; acts as liaison between customer and operations departments of the bank.
• Maintain strong working knowledge of bank products/procedures, regulatory requirements, and industry issues through continuing internal and external training.
• Assist with administrative duties as needed, (i.e. order office supplies, coordinate events for employees and customers, schedule appointments for sales officers).
• Assist with special projects as requested by manager.
• Comply with compliance and privacy policies and procedures to maintain customer confidentiality and information protection.
• Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
• Complete and pass all required regulatory compliance training as assigned.
• Perform any additional duties and tasks assigned by management.

• Knowledge of business account titling and documentation is preferred
• Strong knowledge of current ACH regulations preferred
• Ability to develop and maintain knowledge of online banking, account analysis, electronic payments and collections
• Must possess effective communication skills
• Capacity to remain calm and courteous when handling difficult calls and requests
• Ability to work well in a team environment
• Must be able to work in a deadline driven fast paced environment

• Minimum high school diploma or equivalent education certificate (GED). Associates degree or higher preferred
• 5+ years retail or commercial operational banking experience with emphasis on opening new accounts, required
• 1+ year(s) experience in operational support (e.g. ACH, wires experience), preferred
• 1+ year(s) treasury management experience, preferred

Guaranty Bank and Trust in Mt. Pleasant, TX. Must live within 30 minutes of the location listed below.

100 W Arkansas St, Mt Pleasant, TX 75455

Monday-Friday from 8am-5pm with a 1-hour lunch break.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.

Must be able to operate routine office…