American National Bank (ANB) Treasury Services Sales Relationship Representative III in Omaha, Nebraska
Description PERSONAL FINANCES: Must have the ability to manage personal finances.
JOB SUMMARY: The specialist maintains a high level of expertise in the products and services designed for business customers, and serves as a resource to the Treasury Services sales staff by providing professional, courteous, and efficient customer service to the bank’s commercial customers. Provides problem resolution to both internal and external customers in support of customer retention, satisfaction and profitability objectives of the Treasury Services Department. Experienced in all Treasury Services Support and Service functions, including but not limited to RDC, IBank, account set up and maintenance, knowledge of ACH and Wire processes, Document Management and Retention and Merchant Services. Responsible for timely completion of required training applicable to the position and regular and effective application of such training in the performance of the position.
COMPLIANCE: In addition to the employee’s regular responsibilities American National Bank realizes that a cohesive Compliance Program is the responsibility of every employee in the bank to ensure compliance with applicable consumer protection laws and regulations. Total bank support is required, but the Audit Committee and Management acknowledge that their influence, direction, and guidance are critical to implementing an effective Compliance Program. It is also a requirement that all employees especially Management and Officers demonstrate unequivocal support of the Compliance Program so that all bank employees understand and perceive the importance of the Compliance Program. Management's involvement will be critical to administering an effective Compliance Program.
ESSENTIAL JOB FUNCTIONS: 1. Answer phones and serve as a resource to Treasury Services sales staff, Branch staff, business bankers, and manager regarding customer issues including account maintenance, research, signature cards, resolutions, follow-up with customer requests, and Treasury Services product support including contractual agreements for various products and services. Works closely with the bank’s top tier business clients, including those personally managed by the Treasury Services Manager, Business Bankers, and Treasury Services sales staff in a diplomatic, insightful and responsive manner in order to meet these customers’ needs. (30%) 2. Identify and install appropriate remote deposit capture processing solutions that most effectively align with customers’ needs and user requirements for each individual user of the business. Interpreting those requirements and building the business customers on web-based applications and maintain customer files/database. Troubleshoot problems with customer sign-ins, access to the system and reasons why files or transactions are not posting properly. (15%) 3. Identify and establish ACH services for customers and end users training customers on the use of ACH products. Establishing said services correctly to ensure that the appropriate functions are allowed for each user per approved authority. (15%) 4. Upsell or cross-sell Treasury Services products to existing customers explaining the benefits of the products/services including but not limited to iBank enhances, Positive Pay, ChequeGuard, ACH, RDC, Lockbox, merchant services, and credit cards. (15%) 5. Order and track scanning inventory; invoices and processes payments ensuring accurate financial reporting; manages Remote Deposit Capture document retention; assists in maintaining marketing materials. (5%) 6. Back up to other Treasury Services functions from time to time including performing IBank customer service and Goldman functions. Requires maintaining a thorough understanding of ACH, Wires, Lockbox operations, IBank Client Management; Goldman Sachs trades. (15%)
MARGINAL DUTIES: 1. Performs other duties as assigned by management. (5%)
NECESSARY KNOWLEDGE, SKILLS & ABILITIES: 1. Knowledge of bank operations and specialized knowledge of Treasury Services services including but not limited to ACH & Funds transfer; Business online banking; merchant services. 2. General working knowledge of installing/downloading PC software and navigating through the Internet and ability to problem solve issues as presented. 3. Ability to discuss bank products with customers in a courteous and professional manner and receive buy in, both over the telephone and in person. 4. Ability to organize and prioritize work and manage projects. 5. Skill in operating office equipment such as: personal computer and various software, adding machine, and copy machine including Microsoft Office suite of products. 6. Ability to analyze complex IBank and other Treasury Services product set ups and trouble shoot any problems which may arise with customer’s internet service or PC. 7. Knowledge of Federal regulations preferred. 8. Knowledge of elementary accounting.
EDUCATION & EXPERIENCE: 1. Bachelor’s degree in Business Administration or related field preferred or equivalent experience. 2. Minimum 5 years previous personal banking and general banking experience, i.e., teller, customer service representative, etc.
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be constructed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
EO/AA: American National Corporation (including all affiliates) (“ANC”) is an Equal Opportunity/Affirmative Action (EO/AA) employer. ANC considers applicants for all positions, and employees are treated equally during employment, without regard to race, color, religion, gender, national origin, age, disability, marital status, protected veteran status or any other prohibited basis of discrimination, as provided under applicable state and federal law.
Federal and state law obligates us to provide reasonable accommodation to the known disabilities of applicants and employees, unless to do so would pose an undue hardship. Please let us know if you need an accommodation to complete the application process or to perform any essential elements of the position you are applying for. You may do so by contacting the Human Resources Employment Department at email@example.com.
Requisition Number: 16-0152
Company: American National Bank
Title: (ANB) Treasury Services Sales Relationship Representative III
Department: Treasury Services
Location/Building: 90th & Dodge
Employment Type: Full Time
Total Hours Per Week: 40-45
Monday: 8 - 5
Tuesday: 8 - 5
Wednesday: 8 - 5
Thursday: 8 - 5
Friday: 8 -5
Saturday: as needed