Treasury Operations Analyst
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At a glance
Job overview
Stock Yards Bank & Trust is hiring a Treasury Operations Analyst. The Treasury Operations Analyst provides product and service support to Treasury Management Officers, Relationship Officers, and external Treasury Management customers. This role involves maintaining client relationships, responding to customer requests, and providing technical support for Treasury products. The analyst will also assist with training, risk limit documentation, and product installations.
Key focus areas include Provide WOW service to internal and external customers, Maintain relationships with client base and internal departments, and Respond promptly to all customer requests.
Successful candidates bring BS/BA In Business/Finance Or Equivalent. Important skills include Microsoft Office, Microsoft Word, Excel, Collaborative Work, Communication, and Data Analysis.
Skills & qualifications
Skills
Qualifications
Full job description
Compensation
$
Hours Per Week
40
Number Of Positions
0
Job Description
Job Title: Treasury Operations Analyst
FLSA Status: Non-Exempt
Department: Deposit Operations
Hours of Operation: Monday – Friday, 8:00am – 5:00pm (9:00am – 6:00pm for 1 week within a 6-week rotation)
General Job Summary:
Perform product and service support to Treasury Management Officers, Relationship Officers and external Treasury Management customers.
Organizational Duties and Responsibilities:
Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
Supports all functions that maintain compliance with regulatory agencies.
Essential Duties and Responsibilities:
Provide WOW service to both internal and external customers with a sense of urgency and sensitivity to customer issues
Maintain relationships with client base and other internal departments to improve business performance
Respond promptly to all customer requests via phone, face-to-face or via online channels
Take ownership of customer issues and follow-up on outstanding requests and escalate issues when necessary
Install, train and provide technical and mechanical support for all Treasury products and services for new and existing customers
Order equipment and monitor invoicing of equipment
Maintain all aspects of the customer data base, to include exposure limits and renewal dates
Prepare department documents for imaging. Acquire, retain and translate product knowledge, to include software and equipment enhancements to both internal and external customers
Follow established policies and procedures in the set-up and maintenance of all Treasury Management products and services within the department
Support the processes to ensure all Treasury Management Support audits meet or exceed requirements
Participate in the testing and implementation of new products, services, software and hardware
Maintain working knowledge of all Treasury Management systems. Assist with training to other team members and customers as needed
Assist in the training to account officers as needed on new systems, upgrades to existing systems and internal processes
Perform duties to monitor and assist with risk limit documentation requirements
Assist with product installation/implementations using phone, PC and on-site visits as needed.
Assist with the writing and annual review of job procedure manual
Occasional customer site visits
Any additional duties assigned by supervisor as the need arises
Working Conditions: Primarily involves working internally; however may require on-site visits for customer support, training and software/hardware installations
Minimum Job Requirements:
Education: BS/BA in business/finance or equivalent banking experience with High School/GED education
Experience: 3 years banking experience with knowledge of treasury management products and services preferred
Specific Skills:
Able to work collaboratively with those inside and outside the organization
Strong written and verbal communication skills via phone, face to face and online channels.
Good analysis and research skills
Professional appearance and demeanor
Adapts well to change
Team oriented
Customer oriented
Strong time management skills
Demonstrated initiative
Proficient in Microsoft Office programs, particularly Word and Excel
Specialized: CCM/CTP/AAP Certification Preferred
Physical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Primarily sedentary work performed in an office environment
Ability to sit for extended periods of time while working at a computer
Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
Visual acuity sufficient to read computer screens, printed documents, and financial data
Occasional standing, walking, bending, or reaching
Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)
Place of Work
On-site
Requisition ID
44970
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