Job Description
Job DescriptionSalary:
Summary/Objectives: The Treasury Services Specialist supports branch staff and customers by providing expert assistance with treasury management products and services. This role focuses on customer onboarding, education, and ongoing support, while also participating in customer calls and meetings, as requested, on treasury products such as digital banking, ACH services, wire transfers, Remote Deposits Anywhere (RDA/RDC), Positive Pay, User Administration and Entitlements, and Online Account Opening. The position works closely with branch teams to ensure treasury services are delivered accurately, consistently, and in alignment with the banks community-focused service standards.
The Treasury Specialist will be expected to travel to branch locations and attend customer meetings in person or virtually when needed.
Essential functions:
- Serve as a primary treasury management resource for branch staff across five locations.
- Support branch employees with questions related to treasury products, processes, and system functionality.
- Assist staff during customer interactions when treasury expertise is needed.
- Provide internal training and guidance on treasury services and best practices.
- Coordinate and complete onboarding for new treasury customers.
- Ensure accurate setup, documentation, and user access for treasury services.
- Provide customer training on treasury systems and tools to ensure successful adoption.
- Work with operations and IT teams to resolve setup or access issues.
- Provide ongoing support to treasury customers after onboarding.
- Respond to customer inquiries and assist with troubleshooting treasury services.
- Support service changes, user management updates, and product enhancements.
- Act as a liaison between customers, branches, and back-office teams to ensure timely resolution.
- Participate in customer calls or meetings upon request from branch staff or customers.
- Attend meetings in person or virtually via Microsoft Teams, as appropriate.
- Assist with explaining treasury services, answering questions, and supporting relationship needs.
- Support, rather than lead, sales conversations unless otherwise directed.
- Travel to branch locations as needed for customer meetings, training, or support.
- Maintain strong working relationships with branch staff, operations, and IT teams.
- Communicate effectively across departments to ensure consistent service delivery.
- Actively participate in customer, community, and public relations activities to increase the banks visibility and enhance new business opportunities.
- Additional duties as assigned, as they relate to the position.
Competencies:
- Attend training on bank/job-related topics
- Ability to work both independently and as part of a team
- Strong problem-solving skills with the ability to make independent decisions within authority limits
- Detail oriented
- Candidate must possess leadership ability and collaboration skills to work with all areas of the bank
- Candidate must always act professionally
- Able to handle confidential information
- Computer savvy and Proficient in Microsoft Suite (Word, Outlook, Teams, PowerPoint, and Excel)
- Self-motivated and persistent in following through and learning quickly
- Excellent communication skills both verbal and written
- Commitment and continuous demonstration of ethical behavior and willingness to adhere to all company policies and current financial legislation.
- Conform to the Banks core values, which are:
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- Exceptional Customer Service- Everyone matters, always
- Family Driven- Ours, yours, we put family first.
- Community-Focused- Our communities are the backbone of our business.
- Communication- Open, transparent, and honest communication is key.
- Teamwork- Individuals working together to achieve a common goal.
Education/Qualifications:
- A college degree in business management, finance, or equivalent work experience.
- A minimum of two years of experience in banking, with at least one of those years being in deposit operations.
- Experience supporting treasury products in a community bank environment preferred.
Working Conditions:
- Normal office environment.
- Will require frequent travel to all FNB branches (Buffalo, Gillette, Sheridan, Douglas, Newcastle)
- While performing the duties of this job, the employee is regularly required to stand, walk, use hands to type, carry, handle, and feel objects, reach with hands and arms, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds or more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
- Multitask; perform tasks in an open office environment with noise from conversations, office machines, or other distracting sounds.
- May occasionally be exposed to upset customers during everyday activities or work under stress caused by anxious or impatient customers.
First Northern Bank is committed to equal opportunity for all, regardless of race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or other protected characteristics. First Northern Bank will make reasonable accommodation for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation imposes an undue hardship on the operation of our business. If you are interested in applying for an employment opportunity and need a reasonable accommodation under the ADA, please contact us at 307-684-2211.
*The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
This document describes the general content and performance requirements of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or needs and does not imply a contract.