Treasury Management Specialist - Banking

First FederalMcMinnville, OR

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Job Description

Treasury Management Specialist I

Type: Full-Time, On-Site

Join Our Team as a Treasury Management Specialist

First Federal is seeking a Treasury Management Specialist I to join our team. This is an entry-level role within the Treasury Management department, providing technical support, product implementation, and customer service for business banking clients. The ideal candidate is detail-oriented, customer-focused, and eager to develop expertise in treasury management products. Located on-site with our team at our corporate headquarters in McMinnville, Oregon, this is not a remote position.

Why Work With Us?

Community-Focused - Serving our customers and communities for over 100 years.
Growth-Oriented - Opportunities for professional development and career advancement.
Collaborative Environment - Work with a supportive and knowledgeable team.

Key Responsibilities

Treasury Management Support

Provide customer service and technical support for treasury management products, including business online banking, ACH, remote deposit capture, positive pay, and wire transfer services.
Assist with product implementation by inputting technical specifications and setting up services for business customers.
Perform on-site client training and troubleshooting as needed.
Support new product rollouts and provide ongoing training for clients requiring additional assistance.
Maintain customer records, treasury management sales data, and service agreements.
Assist in annual relationship reviews for treasury management clients.
Monitor and report treasury management service fees.

Operational & Customer Support

Conduct debit card maintenance, issuance, and troubleshooting.
Process incoming and outgoing wire transfers, including OFAC verifications.
Review and process stop payments, service charge reversals, and account research requests.
Assist with merchant deposits and ATM check deposit reviews.
Respond to customer inquiries via phone, chat, and email, providing solutions for online banking, mobile banking, debit card issues, and bill pay services.
Field and resolve customer complaints with professionalism and empathy.

Compliance & Risk Management

Adhere to all banking regulations, including BSA/AML compliance.
Complete required compliance training and demonstrate knowledge of banking regulations.
Ensure all customer interactions and transactions comply with internal policies and regulatory requirements.

Qualifications

Education: High school diploma required; Associate's degree or higher preferred.
Experience: 2+ years of experience in banking, treasury management, operations, or customer service preferred.
Technical Skills: Strong troubleshooting abilities for computer platforms, browsers, and banking software.
Software Proficiency: Intermediate-level skills in Microsoft Office Suite (Word, Excel, Outlook).
Customer Service: Professional telephone, written, and verbal communication skills.
Attention to Detail: Strong data entry and time management skills.
Teamwork: Ability to work independently and collaboratively within a fast-paced environment.
Problem-Solving: Sound judgment, organizational skills, and the ability to manage confidential information

Benefits

Competitive salary and comprehensive benefits package.
Paid volunteer time off to support community engagement.
Professional development and career growth opportunities.
A team-oriented and inclusive work environment.

Applications

If you are a detail-oriented professional with experience in deposit operations and are looking for an opportunity with a stable and community-focused financial institution, we encourage you to apply today.

Applications for employment are available online at First Federal at https://firstfed.applicantpool.com/jobs/

Apply Now to Join Our Team!

Deadline for Application: Position will remain open until filled.

First Federal is an Equal Opportunity Employer-Vets/Disabled, committed to a diverse workforce. First Federal participates in the Federal E-Verify Program and is an Affirmative Action Employer. If you need assistance with completion of an application for employment, please contact the Human Resources Department at 503-435-3216 or email humanresources@firstfedweb.com.

Key Concepts: Onsite in McMinnville, Oregon; Banking and Financial Services; merchant services; business accounts; treasury management; banking operations; ACH; wire transfer; BSA/AML compliance; OFAC; risk management; banking jobs; financial services jobs

Pre-Employment Requirements: This position will have access to cash, financial instruments, financial transactions or confidential customer financial information. As a result, the following pre-employment screens are required:

Pre-employment drug screen - excluding Marijuana
Criminal background screen
Consumer credit report

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FAQs About Treasury Management Specialist - Banking Jobs at First Federal

What is the work location for this position at First Federal?

This job at First Federal is located in McMinnville, OR, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at First Federal?

Employer has not shared pay details for this role.

What employment applies to this position at First Federal?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at First Federal?

You can apply for this role at First Federal either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.