Treasury Management Implementation Specialist
Corporate Administration
Redding,
California
Eugene,
Oregon
Portland,
Oregon
Redding,
California
Sacramento,
California
Tacoma,
Washington
Liberty Lake,
Washington
Phoenix,
Arizona
Seattle,
Washington
Irvine,
California
Portland,
Oregon
Description
About Us:
At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
Reviews all products and services requests through the on boarding tool for accuracy and clarity, including our Treasury Management Service agreement. Handles allnew,modifications and cancelations of Treasury Management products and services. Completes daily and monthly operational tasks related to Treasury Management services. Coordinates with other departments andthird partyvendors to assist with completing customer requests.
Implements all new, modification and cancelations of TM products and services including complex products that are technical in nature. Completes businesscustomer'sself-enrollments through Commercial Online Banking.
Responsible for reviewing all requests submittedtoimplementation for accuracy and includes all pertinent information needed to complete the request in accordancetotreasury management policy and procedures.
Responsible for ensuring all Treasury Management agreements and terms and conditions are complete before products and services are implemented. Adherence to account analysis guidelines when implementing products and services.
Coordinates with other departments in the bank and third-party vendors to ensure products and services are implemented within agreed upon service level agreement.
Responsible for sending out customer notifications andwelcomeemails for new and existing products and services. Handles and issues tokens for customers using Commercial Online Banking.
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become "Business Bank of Choice"
May perform other duties as assigned.
About You:
High School Diploma/GED
Bachelor's Degree or equivalent work experience.
2-3 years ofTM Specialist experience and/or retail banking. Required
Strong customer service, interpersonal and organizational skills.
Strong attention to detail with ability to accurately set up TM Services on back-office platforms.
Excellent written and verbal communication skills.
Knowledge of treasury management products and services, and technical computer software.
Proven experience addressing and resolving simultaneous requests for assistance, requiring strong coordination andfollow-upskills.
Job Location(s): Ability to work fully onsite at posted location(s).
CO, UT, ID, WA, AZ, NV, OR, CA
Travel Type: Discretionary: As needed to fulfill the Essential Functions
Our Benefits:
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $21.00 - $30.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, andgeographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected] .
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
