Treasury Management Operations Specialist

Job Category
:
Customer Solutions

Requisition Number
: TREAS
002113

• Full-Time

Showing 1 location

Ixonia, WI 53036, USA

At Ixonia Bank, we pride ourselves on our core values which are evident in our work, how we interact with each other, & how we take care of our customers. We believe every individual counts! Our highly-qualified, driven employees continually strive to give Ixonia Bank customers a personal banking experience. If you are interested in joining the Ixonia Bank team, we invite you to check out opportunities that match your skills and talents.

We offer rewarding careers, all within a professional and friendly work environment.

Principal Duties and Responsibilities may include:

• Handles client setup, ongoing support, and file maintenance.
• Maintains strong knowledge of bank programs to provide accurate, high-quality service.
• Provides excellent service and timely follow-up by phone, virtually, and in person.
• Completes daily maintenance requests, including enabling digital banking users, processing stop payments, and conducting research.
• Assists with RDC and ACH maintenance.
• Promotes digital banking products and provides ongoing client education and navigation support.
• Proactively identifies, troubleshoots, and helps resolve client technical and service issues.
• Collaborates with the treasury management team to administer, support, and maintain CDARS/ICS products.
• Performs department tasks, including account and system maintenance, procedure development, and project assignments.
• Follows legal requirements, best practices, and bank policies and procedures to mitigate risk.
• Performs other activities needed to support the treasury management team’s and organization’s vision and mission.

Job Knowledge,

Skills and Abilities

(Competencies):

• Professional phone demeanor with strong internal and external customer service skills by phone and email.
• Working knowledge of Ixonia Bank products and services.
• Critical thinker who uses sound judgment to evaluate complex problems, recommend solutions, and make decisions.
• Detail-oriented, accurate, and organized, with the ability to prioritize projects and manage multiple tasks.
• Highly responsive to internal and external customers.
• Strong presentation skills and the ability to communicate information confidently and professionally.
• Self-starter who takes initiative and works effectively with minimal supervision.
• Collaborative team member who supports colleagues across the bank in achieving goals and objectives.
• Excellent verbal and written communication skills.
• Previous business banking or treasury management support experience preferred.
• Experience with virtual or digital service, sales support, and cash handling preferred.
• Product-level experience with online banking, ACH, remote deposit, positive pay, and other commercial services preferred.

Education, Experience or Equivalent:

• High school or GED required;
  Associate or Bachelors degree or equivalent experience preferred.
• Minimum of 2-3 years of proven relevant experience, previous banking experience
• Proficiency in Microsoft Excel and Word.
• Thorough knowledge and understanding of banking laws and regulations, including a strong understanding of compliance, security and BSA regulations as it relates to electronic banking.

Ixonia Bank offers competitive benefits and wages along with a pleasant, friendly work environment.

Ixonia Bank is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.