Treasury Management Sales & Operations Specialist

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At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education.

What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future.

If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us.

Job Description

Provides operational support of Treasury Management Products and Services to clients and sales staff and maintains procedure manual for updates and training purposes by performing the following duties.

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Duties and Responsibilities include the following.

• Responsible for verification, setup, and providing support and customer service of Treasury Management products and services.

• Assists with customer support, implementation, and the day-to-day operations of Treasury Management.

• Researches concerns/problems that a customer may have with their account and offer a resolution.

• Actively retains existing customers via constant communication and performing treasury reviews.

• Maintains Treasury Management Relationships by providing excellent customer support such as online navigation, account inquiries and technical support.

• Manages and monitors all reporting and customer document files, including preparing and distributing daily repurchase account statements to customers.

• Cross-sells various banking services and products to all private/commercial customers.

• Evaluates prospective customer relationships and offers analyses for possible account types, interest potential and fees.

• Works in conjunction with the Operations Department on matters concerning commercial deposit accounts.

• Assists other Treasury Management employees with implementation and training of products and services for customers when needed.

• Assists with Request for Proposals (RFPs) as needed.

• Assists with Treasury Management implementation and operations including:

• Prepares agreements for new customers

• Insures signed agreements are on file for all customers

• Prepares documents for imaging

• Quality control imaged documents

• Implements new clients on Treasury System

• Implements new clients on Remote Deposit Capture service

• Assists clients with first sign on to Treasury System

• Researches Clients concerns and offer resolutions within system

• Maintains quality control with users on the system

• Provides reports such as customer status report with comparative analysis

• Assists with research to determine prospects within a Relationship Manager's portfolio.

• Assists other Treasury Management Department employees with customer support as needed.

• Assists Treasury Management Department employees with research of products and services available in our markets.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

High school diploma or general education degree (GED) with two to four years banking experience.

Physical Demands

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; sit and use hands to finger, handle, or feel. The employee is occasionally required to walk; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment

The noise level in the work environment is usually moderate.

This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.

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Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights