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Treasury management product support officer

International Recruiting Llc

This is a Full-time position in Newport Beach, CA posted December 17, 2019.

TREASURY MANAGEMENT PRODUCT SUPPORT OFFICER Department: Treasury Management Job Summary: Responsible for client and branch support in an E-Banking and Treasury Management (TM) environment.

Sustain client retention by promoting high quality customer service and offering technical assistance and training to both commercial and retail clients.

Primary for E Banking & RDC report generation and daily audit review to insure adherence to policy and procedures.

Duties & Responsibilities: Provide technical assistance to new & existing E-Banking & TM clients Troubleshoot and resolve issues in a timely manner while maintaining a high level of customer service.

Perform operational duties and system and/or account maintenance for all TM products.

New or existing client training on various bank system platforms and services including but not limited to online banking, bill pay, remote deposit capture and positive pay.

As TM services expand, participate in testing and supporting new processes & workflows.

Work with Senior Treasury Mgmt.

Officer and other team members to insure clean audits by following set procedures in areas of E-Banking, Remote Deposit Capture & TM products implementation.

Review client documentation for accuracy & completeness.

Perform system maintenance and/or callback for quality assurance.

Report review as required for system auditing.

Effectively resolve problems or issues and escalate in a timely manner to optimize customer experience.

Participate in dept.

projects by following test scripts, data validation, working closely and under the direction of the Senior Treasury Mgmt.