Summary/objective The Treasury Services Assistant assists business members with their banking needs relative to deposit accounts. Essential functions Reasonable accommodations may be made to enable individuals with disab…
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Full-time
high school
Posted 27d ago
~40 hrs/week
Responsibilities
Assists business members with deposit account needs and supports Treasury Management Officers in servicing account relationships. Responsible for processing domestic and international wire transfers and maintaining cash management services within the digital banking platform.
Requirements
Requires a high school diploma or equivalent, with at least one year of banking experience preferred. Candidates must be proficient in digital banking applications and possess strong attention to detail regarding banking policies.
Full job description
Summary/objective
The Treasury Services Assistant assists business members with their banking needs relative to deposit accounts.
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Assist business members with day-to-day issues and questions relative to their accounts.
Assist the Treasury Management Officers in servicing their account relationships.
Serve as a resource for branch personnel in assisting business members. Train branch personnel on business banking processes, products, and services when appropriate.
Process domestic and international wire transfers.
Monitor new business deposit accounts for complete and accurate account documentation.
Order and provide ongoing support for business credit cards.
Assist members in setting up and/or performing maintenance of Cash Management services, authorizations, and limits within IMCU’s digital banking platform. These services include, but are not limited to, ACH Origination, Wire Transfer Origination, Remote Deposit Capture, Business Bill Pay, and Positive Pay.
All duties as may be assigned from time to time.
Competencies
Positive attitude. Willing to assist the team in any way appropriate.
Knowledge of typical banking needs of business members and our business focused products and services.
Understanding of required documentation for business accounts (and why).
Proficient in Episys, Synergy, and digital banking applications.
Follows wire procedures and policies without exception. Attention to detail.
Ability to communicate well with members and co-workers.
Exercises good judgement relative to wanting to please members and managing transaction risks. Follows established policies and procedures to minimize risk.
Supervisory responsibilities
None
Work environment
Office environment
Physical demands
Ability to use a computer and phone.
Sitting for extended periods of time
Travel required
Minimal - possibly a training event or department team meeting.
Required education and experience
High School diploma or equivalent.
Preferred education and experience
At least 1 year of banking experience.
Additional eligibility requirements
None.
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Indiana Members Credit Union, headquartered in Indianapolis, Indiana, was founded in 1956 as the Indiana University Medical Center Federal Credit Union on the campus of IU Indianapolis, and has since grown to 33 branches in Central and Southern Indiana, offering consumer and business members a better financial alternative and a full array of products and services including savings and checking accounts, auto and mortgage loans, free online banking and bill pay. Traditionally offering better rates on loans and deposits, IMCU maintains true to its roots by “Keeping It Simple” for members.
Indiana Members Credit Union is a non-profit, member based financial institution offering a variety of financial services to meet the needs of our members and is federally insured by the National Credit Union Administration (NCUA), Equal Housing Opportunity. NMLS#402492
Offices: 5103 Madison Ave, Indianapolis, IN 46227, US
Consumer and Commercial BankingAuto Loans and LeasingMortgage LoansCommercial Loansand Treasury ServicesBankingFinancial Services