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Treasury Management Operations and Support Representative

First National Bank
United States, Pennsylvania, Pittsburgh
April 15, 2024
Primary Office Location:One North Shore Center. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference - for us and for your future.

Position Title:Treasury Management Operations and Support Representative

Business Unit:Treasury Management

Reports to:Varies by Assignment

Position Overview:

This position is primarily responsible for supporting implementation and on-going servicing of all Treasury Management products used by clients. The incumbent completes required Treasury Management setup forms and works with appropriate operating areas to ensure accurate and timely service setup.The incumbent responds to client inquiries on Treasury Management services and deposit products, maintains client files and submits new pricing and changes for Treasury Management services and deposit products.

Primary Responsibilities:

Responds to service inquiries and customer service issues from Treasury Management clients. Handles new client setups, existing clients adding new products and service inquiries and research.Responds in a timely manner to emails and calls and needs for troubleshooting issues impacting clients.

Implements new Treasury Management services and new deposit accounts. Resolves inquiriespromptly and follows up with the client to ensure quality resolution. Unlocks USERS and follows caller authentication process for client and company protection. Escalates ongoing issues to Level 2 Support. Uses tracking system for all inquiries and monitors queues in order to meet Service Level Agreements.

Handles maintenance requests for Treasury Management services and deposit products.

Maintains Treasury Management client files.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

1

Skills Required to Perform the Primary Responsibilities of this Position:

Detail-oriented

Excellent communication skills, both written and verbal

Excellent customer service skills

Ability to use general office equipment

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Associates preferred

Experience in general banking with at least one year in treasury management

Knowledge of commercial and retail banking products

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

N/A

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

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