Business Relationship Specialist
Full Time
Fort Washington, PA 19034
Posted
Job description
Job Title: Business Relationship Specialist
Department: Business Services
Reports to: AVP, Manager of Business Services
FLSA Status: Non-Exempt S/T 110
Location:
This is an in-office role.
ACCOUNTABILITY OBJECTIVE:
Responsible for supporting business members’ management of daily cash inflows and outflows through TruMark Financial’s cash management and business services program.
RESPONSIBILITIES:
- Be the SME, providing technical support and daily management of all cash management systems including, account analysis, ACH origination, online wire transfers, Remote Deposit Capture (RDC), IOLTA accounts, positive pay, online/mobile banking and bill pay.
- Conduct new cash management service request assessments, execute agreements, and complete annual reviews for online wire transfers and RDC, making and communicating recommendations based on reviews.
- Responsible for daily and month business services program reporting, including board reports and IOLTA.
- Supports branches and MSC with account opening, business documentation or business products and services questions. Conducting regular branch visits or check-ins to determine resources or training needed.
- Provide support and assistance for Business Development teams with account opening, CRM follow-up, and service issues.
- Effectively identifies and makes appropriate recommendations or referrals for cash management and business banking products and services needs for existing business members.
- Assists in product development with creation of internal and external procedures and manuals for existing and newly established business products & services.
- Responsible for system updates for new and existing business products and services, including rate changes, disclosure updates, and new product or service set up.
- Provide system expertise to offer constructive feedback and direction to improve performance and processes for continuous development of business deposit products.
- Accountable for supporting the Business Development team in achievement of business deposit goals through relevant products & services and supporting key metrics and data from outside sources for competitive analysis.
- Assist in product development and interacting with various venders and internal stakeholders to gathers product information, quotes, technical information, and decimating to the necessary information.
- Acts as quality control for new business accounts opened in conjunction with the Compliance and BSA.
- Assist in organizing and participate in networking events or community involvement to promote TruMark Financial.
- Completes all other tasks, assignments or functions as assigned and/or required.
QUALIFICATIONS:
- Bachelor’s degree or in lieu of degree extensive related industry experience
- 1+ years’ experience in Cash Management Services or equivalent.
- Excellent communication skills and ability to deal effectively, tactfully and professionally with members, non-members, co-workers and other institutions.
- Strong knowledge of NACHA rules and regulations for corporate ACH users
- Knowledge of FinTech, including payment systems, cash management solutions, and market trends.
- Ability to multi-task under pressure and to work independently and within necessary time lines.
- Aptitude for detail and financial analysis.
- Intermediate working knowledge of word processing and spreadsheet applications.
- Be a committed team player.
- Demonstrate teamwork through flexibility and maintain effective communication with other departments to achieve business development goals.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret compensation, tax, financial, legal, regulatory reports and documents. Ability to respond to inquiries and business deposit/loan related scenarios from members, regulatory agencies, or members of the business community. Ability to effectively present job related information to employees.
PHYSICAL REQUIREMENTS:
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Must be available and willing to travel to such locations and with such frequency as the employer determines is necessary or desirable to meet its business needs. Must possess sufficient manual dexterity to skillfully operate standard office equipment including, but not limited to, a computer, keyboard, adding machine, facsimile machine, photocopier, and telephone.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to focus.
WORK ENVIRONMENT:
Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations mat be made to enable individuals with disabilities to perform the essential functions.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This job description is not an employment agreement or contract, implied or otherwise. TruMark Financial Credit Union maintains “at will” employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. TruMark Financial Credit Union reserves the right to modify duties or job descriptions at any time. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak periods, or otherwise balance the workload.
TruMark Financial Credit Union is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
TruMark Financial Credit Union commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans
provided the individual is able to perform the essential functions of the job
, unless such accommodation would impose an undue hardship upon TruMark Financial Credit Union. The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position or may be encountered while performing essential functions.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting TruMark Financial Credit Union’s Human Resources Department.
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