Treasury Support Associate - Roanoke at Virginia Credit Union

Roanoke, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Feb, 26

Salary

0.0

Posted On

08 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication, Problem Solving, Analytical Skills, Detail Oriented, Teamwork, Multitasking, Microsoft Office, Virtual Meeting Applications, Customer Service, Treasury Services, Business Online Banking, Report Management, Training, Account Management, BSA Compliance, OFAC Compliance

Industry

Banking

Description

Job Description: This position is located onsite in Roanoke, VA. Primary Function: The Treasury Support Associate (TSA) provides a variety of support functions to both the treasury management sales, implementation, maintenance and issue resolution processes. Partners directly with the Treasury Sales Officer (TSO) to understand business member’s needs and expectations and ensure that their support needs and service levels are continuously met. The TSA is also the first point of contact for all standard requests submitted to the treasury team from front line associates. The TSA will also partner with the Transaction Operations group to conduct maintenance and issue resolution of existing services. Essential Duties and Responsibilities: Manages incoming sales referrals and inquiries from all frontline associates Prepare any forms necessary for the implementation of new services or maintenance requests Facilitate the signing and collection of agreements required for the setup of new services Perform setup specific functions related to all treasury services Member training of all treasury services to include Business Online Banking Responds to Treasury Services mailbox incoming servicing and issue inquires, Business Online Banking secure messages and sales opportunities Maintains various daily, weekly and monthly reports and associated report driven tasks May perform other duties as assigned Services MBS managed relationships: Assists TSO in the management of deposit accounts. Performs all deposit account functions to include opening, maintenance and general inquiries for MBS managed clients First point of MBS client contact for any treasury service related inquires. Handles MBS client requests for information and resolves problems promptly. Involves TSO only when needed. MBS client training of all treasury services to include Business Online Banking Coordinates with internal Member Business Services partners’ referral opportunities Helps develop long-term solutions for business members to ensure business member and account retention. Performs office support functions: Assists other support for the TSO as directed. Types letters, memos, etc. as needed. Participates in special projects as requested. Accurately perform all Bank Secrecy Act (BSA) and OFAC functions related to opening accounts, account maintenance changes, OFAC verification, reporting suspicious activity to the Security Department, and completing all required training. Other duties may be required and assigned by the Director. Prerequisites for Job: A minimum of 4 years in a business banking role, at least two of which are deposit account management or treasury services related role. Knowledge: Familiar with business deposit products Overall knowledge of financial products and services Understands a business structure and business cash management needs Experience in being on a team with direct customer/member relationships Prior experience in servicing business relationships Experience working with various finance roles of a business Will maintain a working knowledge of the current treasury products offered Skills: Strong written and verbal communication skills Strong problem solving and analytical skills Must be accurate and detail oriented Must have the ability to work independently as well as with a team Must be able to multitask and work in a fast-paced environment Proficient in using Microsoft Office applications Proficient with various virtual meeting applications Must be able to work with a sense of urgency Minimum Education and Experience: College degree is preferred Sufficient demonstrated experience with results in areas of responsibility may substitute for educational requirements We’re proud of the opportunities, training, benefits and work-life balance we provide to those who help people take their money further, and reach their goals sooner. We strive to provide a culture where employee development, teamwork, integrity, respect and quality of life are the cornerstones of delivering superior member experience. We thank our employees for making us a part of our community’s "Top Workplaces" and are always looking to add people to our team who share our passion for helping members build their finances and confidence. In return, we offer employees a challenging and rewarding work environment and are committed to maintaining an atmosphere that promotes teamwork and continual improvement. Virginia Credit Union is an Equal Opportunity Employer. We've officially merged with Member One Federal Credit Union, now a division of Virginia Credit Union. This merger signifies a step forward in providing our members with a better banking experience and more robust financial products, services, and benefits. Virginia Credit Union employees in the Roanoke and the surrounding area support the Member One division and its members.

Responsibilities

The Treasury Support Associate provides support functions to treasury management sales, implementation, maintenance, and issue resolution processes. They manage sales referrals, facilitate service setups, and respond to inquiries while ensuring service levels are met.