TM Implementation Specialist I
Bank OZK
Job Purpose & Scope Performs duties associated with the implementation, onboarding, and maintenance of Treasury Management services including ACH, Wire, Remote Deposit, Positive Pay, Sweeps, and other Treasury Management services. Provides customer assistance for all Treasury Management products and services. Essential Job Functions Provides daily implementation and maintenance request support to the TM Sales, TM Operations, and all treasury clients and business partners. Engages in direct contact with TM Sales, TM Support, TM Operations, and all treasury clients and business partners to gather information used in the implementation, training, and maintenance of treasury clients. Opens, works and timely closes assigned Service Desk tickets and checklists related to the implementation and maintenance request. Focuses on timely and accurate receipt, administration, tracking and closure of TM implementation and maintenance requests. Creates and sends documentation to clients related to the implementation or maintenance requested. Follows up on documentation if not signed in a timely manner. Ensures documents are completed correctly and uploaded to Director in a timely manner. Orders necessary equipment and supplies as requested for clients. Identifies cross-selling opportunities to support deepening of client relationships and sales growth. Performs quality assurance reviews of work completed in the implementation and maintenance processes. Cross trained to assist TM Support with handling incoming service emails and phone calls regarding treasury services. Maintains good punctuality and attendance to work. Follows Bank policy, procedures and guidelines. Performs other duties as assigned. Knowledge, Skills & Abilities Sound knowledge of current Bank policies and procedures, as well as Federal and State laws and regulations. Ability to manage multiple tasks at one time and perform well under pressure created by high-risk functions associated with daily deadlines, high transaction volumes and large transaction amounts. Ability to organize work and maintain attention to detail. Ability to develop and maintain effective working relationships with others. Ability to communicate effectively both verbally and in writing. Knowledge of audit expectations, fraud mitigation procedures, and risk requirements. Ability to efficiently learn new products, software, and procedures, as needed. Ability to demonstrate sound judgment when decision-making and problem solving. Ability to demonstrate flexibility to meet the needs of a rapidly changing working environment. Basic Qualifications High School Diploma or equivalent required. Associate or bachelor degree, preferred. Minimum of one (1) year of related treasury management work experience and/or specialized training required. Minimum of one (1) year of work experience with computers, including Microsoft Word and Excel required. Bilingual skills in Spanish preferred. Job Expectations Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
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