Treasury Management Operations Specialist

Ixonia Bank

Ixonia, WIOn-siteFull time
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Location
Ixonia, WI
Work style
On-site
Job type
Full time
Posted
Oct 15
5 days ago
Career path

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About the company

Ixonia Bank

Banking · 51 to 200 employees

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.

Ixonia Bank on LinkedIn

What you'll do

  • Set up and support clients, maintain banking services and systems, and troubleshoot technical and service issues.
  • Support digital banking, RDC, ACH, and CDARS/ICS products while providing client education and following bank policies and regulations.

What you need

  • High school diploma or GED required; an associate or bachelor's degree or equivalent experience is preferred.
  • Requires 2-3 years of relevant experience and proficiency in Microsoft Excel and Word, with knowledge of banking laws, compliance, security, and BSA regulations.
  • Education: a high school diploma, an associate degree or a bachelor's degree

Key skills

Microsoft ExcelMicrosoft Wordcustomer servicepresentation skillsonline bankingACHremote depositpositive paycritical thinkerbanking laws and regulationsBSA regulations

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Perks

  • competitive benefits

See full description on company page, apply now

Read the full posting here
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. If you believe you are qualified and are interested joining our team, please apply by following the link on this page. Ixonia Bank is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.

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