TM Implementation Specialist

Company: VanderHouwen
Location: Hillsboro
Posted on: March 20, 2023

Job Description:

TM Implementation Specialist
Reviews all products and services requests through the on-boarding tool for accuracy and clarity, including our Treasury Management Service agreement. Handles all new, modifications and cancelations of Treasury Management products and services. Completes daily and monthly operational tasks related to Treasury Management services. Coordinates with other departments and third-party vendors to assist with completing customer requests.This is a remote position and must live in the following states: CA, OR, CO, ID, NV, AZ, WA, UT.TM Implementation Specialist Responsibilities:
Implements all new, modification and cancelations of TM products and services including complex products that are technical in nature. Completes business customer's self-enrollments through business online banking.
Responsible for reviewing all requests submitted to implementation for accuracy and includes all pertinent information needed to complete the request in accordance to treasury management policy and procedures.
Responsible for ensuring all Treasury Management agreements and terms and conditions are complete before products and services are implemented. Adherence to account analysis guidelines when implementing products and services.
Coordinates with other departments in the bank and third-party vendors to ensure products and services are implemented within agreed upon service level agreement.
Monitors and balances on a general ledger account daily for third party services, including lockbox, special depository, and merchant services.
Responsible for sending out customer notifications and welcome emails for new and existing products and services. Handles and issues tokens for customers using business online banking.
Monitor remote deposit customers who exceed their daily depositing limit and obtain necessary approvals.
Perform daily and monthly processing of sweep products, including wiring federate funds. Ensures applicable balances are maintained for repurchase agreement sweeps.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.TM Implementation Specialist Qualifications:
High school diploma or GED required.
3-5 years banking experience working in Stores or other customer contact position.
Possess strong customer service, interpersonal, attention to detail, and organizational skills.
Ability to work in a fast-paced environment.
Possess excellent written and verbal communication skills.
Knowledge of treasury management and banking products and services.
Knowledge of general business practices as pertain to accounting and financial, including the balancing of general ledgers.
Ability to process multiple simultaneous requests requiring strong coordination and follow-up skills.
Proficient in Microsoft applications and industry specific software. Benefits
Benefits are available to eligible VanderHouwen contractors and include coverage for medical, dental, vision, life insurance, short and long term disability, and matching 401k. About VanderHouwen
VanderHouwen is an award-winning, Women-Owned, WBENC certified professional staffing firm. Founded in 1987, VanderHouwen has been successfully placing experienced professionals throughout the Pacific Northwest and nationwide. Our recruitment teams are highly specialized in either Technology and IT, Engineering, or Accounting and Finance career markets. Our recruiters value building meaningful, professional relationships with each candidate as well as developing honed knowledge of companies' staffing needs and workplaces. Partner with us to land your next exciting career.
VanderHouwen is an Equal Opportunity Employer and participates in E-Verify. VanderHouwen does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by applicable local, state or federal civil rights laws.Thank you for your interest in applying for this position! Please fill out the fields below. Your profile will be reviewed with the rest of the applicants.

Keywords: VanderHouwen, Hillsboro , TM Implementation Specialist, Accounting, Auditing , Hillsboro, Oregon