Treasury & Digital Banking Specialist at John Marshall Bank

Reston, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Jan, 26

Salary

0.0

Posted On

31 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Banking Experience, Microsoft Applications, Communication Skills, Organizational Skills, Interpersonal Skills, Problem Solving, Multi-tasking, Training, Troubleshooting, Product Knowledge, Compliance Knowledge, Account Management, Cross-selling, Client Relations, Technical Support

Industry

Banking

Description

Description John Marshall Bank is hiring for a Treasury & Digital Banking Specialist I who will perform a variety of duties to support the effective functioning of the Bank’s treasury products and services in alignment with established bank policies and procedures. Responsibilities Provides high-quality of customer service while performing a wide variety of services such as assisting internal and external customers with questions and servicing of their accounts, treasury products, Online and Mobile Banking, and/ or Remote Deposit Services. Assists in training and onboarding business clients on online banking platform and services, such as ACH, Wires, Positive Pay, etc Review and process online banking enrollments and maintenance Review and process online ACH and Wire requests Manages bill pay enrollment and request procedures Monitors account information/history and lockbox payment setups and research payment issues. Participates in troubleshooting and supporting complex issues relating to treasury services and products. Represents the Bank to customers in a courteous and professional manner. Provides prompt, efficient, and accurate service in processing requests and transactions. Resolves a variety of client complaints and inquiries; maintains contact with clients through telephone or written communication, as required. Advises customers and prospects on product selection and account structures. Proactively cross-sells and refers as appropriate all Bank products and services. Communicates clearly to customers, the features and functionality of treasury products and services. Stays abreast of changes in rules, regulations, policies, procedures and documentation related to treasury products and services. Completes ongoing courses to maintain required compliance knowledge requirements. Travel to customer locations to assist with product equipment installations and customer-related product training needs. *Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Requirements Required: High School Diploma/GED required 3-5 years of Retail, Customer Service or Banking Experience Proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software Ability to attend off-site meetings and travel to other branches as needed Strong written and verbal communications skills Ability to interact effectively with management, staff, and customers at all levels Strong organizational skills, including the ability to prioritize and multi-task, and maintain well-organized electronic files Strong interpersonal skills are required, including the ability to work across a variety of departments Excellent customer service skills Ability to define problems, collect data, establish facts, and present valid solutions to management Ability to prioritize multiple projects and complete them on time Ability to remain composed and escalate decisions to the appropriate level of management Preferred: Bachelors/Associate preferred Knowledge of or ability to use Bank software including cash management and electronic banking systems is preferred Thorough knowledge of Bank products and services John Marshall Bank is an Equal Opportunity Employer At John Marshall Bank, we pride ourselves on being able to attract the best talent in the industry, therefore we offer a comprehensive benefits package which includes: Medical Dental 401K Retirement Plan w/ an Employer Match (4% match on 5% contributions – this is highly competitive compared to other organizations) Vision Employee Assistance Program Flexible Spending Transit Reimbursement Long Term Care Paid Time Off Life and Disability Coverage At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.

Responsibilities

The Treasury & Digital Banking Specialist will assist internal and external customers with their accounts and treasury products while providing high-quality customer service. The role includes training business clients on online banking services and troubleshooting complex issues related to treasury services.