Treasury Management Onboarding Specialist

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 

If you are interested and qualified for this role, we invite you to apply.

As a member of the Treasury Management (“TM”) Onboarding Team, this individual will collaborate with Treasury Management Advisors, Relationship Managers and our clients to provide a direct support function to onboard and train clients with treasury management services. The TM Onboarding Specialist will act as the “first point of contact” for all onboarding and implementation support.

Essential Functions/Responsibilities

• Onboard and support all TM services, including documentation, implementation, maintenance, updates, compliance, and risk reviews.
• Act as the first point of contact to high – value commercial clients for problem resolution.
• Complete quality assurance on all implementations.
• Adhere to all Enterprise Risk Management policies and procedures.
• Remain current on products, services, policies and procedures for TM.
• Provide training to all commercial clients who utilize TM products and services.
• Cross-train on all TM Onboarding functionality; providing backup to other areas of the organization as needed.
• Provide project-based support for commercial clients during product updates as needed.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• Bachelor’s Degree or similar work experience with 5 or more years of commercial banking support or TM support experience.
• Demonstrated service-oriented skill set
• Strong analytical skills
• Excellent verbal and written communication skills.
• Strong working knowledge of Microsoft Excel, Word, and PowerPoint.

Preferred Knowledge and Skills

• Experience with client presentations
• Experience with training others on digitally based TM solutions

Level of Complexity and Scope

• Detail oriented and organizational skills to establish and manage multiple client priorities.
• Ability to establish and manage expectations for clients and internal partners.

Degree of Independence and Decision-Making

• Must be self-motivated and ability to work independently.

Required Supervisory Responsibilities

• No supervisory responsibilities.

Physical Requirements

• Prolonged periods of deskwork.
• Frequent use of computer, keyboard, phone and office equipment.
• Occasionally lifting and carrying light objects, typically up to 10-15 pounds.
• Occasionally reaching for items on shelves or in drawers.
• Clear and effective communication in person and over the phone.
• Ability to move within an office environment.

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. 

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.