Job Information
GLACIER BANCORP, INC Treasury Management Implementation Specialist in SOUTH JORDAN, Utah
About The Role
DUTIES AND RESPONSIBILITIES: * Builds strong relationships with treasury and other depository clients. * Manages and oversees the collection of client documentation. * Accurately completes documentation packages as part of the client delivery/on-boarding process. * Act as a liaison between treasury sales and bank operations on the customization and implementation of Treasury Services client relationships. * Maintains a comprehensive working knowledge of treasury management products and services as part of ongoing personal development as well as potential involvement in client-facing discussions. * With input from clients, the Sales Specialist and the Treasury Sales Officer, prepare all necessary documentation required for customers including but not limited to contracts, agreements, risk assessments, amendments, etc. * Works directly with new TM clients to obtain any necessary information and signatures needed to set up client with TM services. * Works with TMO and SS to obtain necessary credit/underwriting approval for TM products. * Upon receipt of signed copies, forward complete package to TMCS for approval and setup. * Ensure that all necessary paperwork is prepared, complete, and properly packaged for submission to TMCS for accurate and timely setup. Communicate with TMCS and Treasury Sales Officers as needed regarding data needs, approvals, and implementations. * Ensure that applications and change requests are moving through the system on a timely basis, with proper documentation and status is communicated to all necessary parties on a regular and frequent basis. * Prepare Account Analysis and other Billing forms - Completes AA set up * Provides initial training to all clients including user guides and introduction to training videos. * Assist with periodic assessments and evaluations for renewal, annual compliance, etc. Escalate problems to Treasury Sales Officer as needed About You
QUALIFICATIONS: * Minimum basic qualifications include 2 years in banking environment or financial institution or minimum 2 year experience in Treasury/Cash Management. * Minimum 2 year experience working with PC based software applications * Preferred degree from a four year college or university with or equivalent job experience. * Sufficient experience in the banking industry showing an understanding of basic banking operations and treasury management processes. * Proficient in the use of network and PC based software applications including menu driven work processing, spreadsheet, database, and information reporting software. KNOWLEDGE, SKILL, ABILITY: * Knowledge of, or ability to understand, Treasury products and services, including but not limited to Online Banking, ACH, Positive Pay, Merchant Services, Wire Transfers, Remote Deposit, Sweep Accounts, analyzed Accounts, etc. * Ability to communicate clearly and professionally, in writing and on the phone, with Treasury Sales Officers, other internal bank team members, and business owners and their employees. * Ability to understand and resolve problems related to scheduling, install, and general delivery of Treasury products and services. * Highly organized with the ability to keep track of, and move to completion, multiple projects for multiple Treasury Sales Officers. * Ability to accept and promote change. * Employee must be capable of interacting calmly and professionally with a... For full info follow application link.
Glacier Bancorp is an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, age, genetic information, protected veteran status, or any other category protected by appli cable federal, state or local laws.
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