Old Fort Banking Co
Treasury Management Support Specialist
Job Description:
Paid vacation available at start 5 PTO Days Paid Holidays Monday - Friday The Old Fort Banking Company
The Old Fort Banking Company is an employee-owned and operated financial institution, and a privately held subsidiary of Gillmor Financial Services, Inc. Established in 1916, the bank is headquartered in Tiffin, Ohio. Old Fort Bank is known for our strong relationships with our clients and communities we serve. We have:
More than 95 associates Approximately 30,000 clients 10 financial centers located in Bettsville, Clyde, Findlay, Fostoria, Fremont, Old Fort, Sugarcreek Township, Tiffin and Xenia. Our Community is Our Cause
As a community-first bank, Old Fort Banking Company is proud to be a resource for local groups, organizations, and businesses. From charitable donations to sponsorships and involvement at local events, we take the time to help our communities thrive. Because when they succeed, we all do. It's about more than banking to us - it's about improving the places we call home.
We have established ourselves as a high performing community bank, measured in terms of our reputation for extraordinary client service, our ability to attract and retain the best and brightest people, and for the superior financial results we produce.
Your Role
The role of the Treasury Management (TM) Support Specialist is to coordinate the implementation of cash management services. The TM Support Specialist serves as an operations liaison to clients to facilitate a thorough service delivery process. This position supports sales and service efforts of the TM officers and will interface with clients/prospects and officers to obtain necessary information and provide superior client service. This includes but is not limited to:
Responsible for a full range of duties including client setups, ongoing client support, and client file maintenance. Maintains a high degree of knowledge in all bank programs, ensuring quality service and accuracy is delivered to all clients. Ensures excellent service and timely follow-up while interfacing with clients via phone, virtually, and in person. Supports new account requests and set-ups. Supports daily maintenance requests such as enabling digital online banking users, updating personal account holder information/access, stop payments, wire transfer and performing research. Assists in the preparation of RDC/ACH Maintenance/Annual Renewals - provide annual assessment package for ACH and RDC renewal and any other required support. Maintains and promotes the usage of digital banking products and services. Provides ongoing client education and navigational support following adoption of digital banking platforms. Demonstrates initiative to proactively identify issues and help problem solve and implement solutions for client technical and service issues. Works collaboratively within the treasury management team on the administration of CDARS/ICS products, providing support and maintenance. Works collaboratively with the treasury management team performing daily department tasks such as account and system maintenance, maintaining and developing procedures, and project-related assignments. Maintains awareness of legal requirements and best practices, adhering to established bank policies and procedures to mitigate risk. Other activities as needed to drive toward our vision and fulfill our mission as a treasury management team and organization. May be responsible for additional administrative tasks to aid in sales support of Treasury Management Officer Requirements
Your Knowledge and Experience
Background and knowledge of financial institution policies and products. Minimum of 2 years of financial institution experience. Good analytical, organizational and communication skills.
Reasonable accommodation will be provided to qualified individuals with disabilities.
Job Description:
Paid vacation available at start 5 PTO Days Paid Holidays Monday - Friday The Old Fort Banking Company
The Old Fort Banking Company is an employee-owned and operated financial institution, and a privately held subsidiary of Gillmor Financial Services, Inc. Established in 1916, the bank is headquartered in Tiffin, Ohio. Old Fort Bank is known for our strong relationships with our clients and communities we serve. We have:
More than 95 associates Approximately 30,000 clients 10 financial centers located in Bettsville, Clyde, Findlay, Fostoria, Fremont, Old Fort, Sugarcreek Township, Tiffin and Xenia. Our Community is Our Cause
As a community-first bank, Old Fort Banking Company is proud to be a resource for local groups, organizations, and businesses. From charitable donations to sponsorships and involvement at local events, we take the time to help our communities thrive. Because when they succeed, we all do. It's about more than banking to us - it's about improving the places we call home.
We have established ourselves as a high performing community bank, measured in terms of our reputation for extraordinary client service, our ability to attract and retain the best and brightest people, and for the superior financial results we produce.
Your Role
The role of the Treasury Management (TM) Support Specialist is to coordinate the implementation of cash management services. The TM Support Specialist serves as an operations liaison to clients to facilitate a thorough service delivery process. This position supports sales and service efforts of the TM officers and will interface with clients/prospects and officers to obtain necessary information and provide superior client service. This includes but is not limited to:
Responsible for a full range of duties including client setups, ongoing client support, and client file maintenance. Maintains a high degree of knowledge in all bank programs, ensuring quality service and accuracy is delivered to all clients. Ensures excellent service and timely follow-up while interfacing with clients via phone, virtually, and in person. Supports new account requests and set-ups. Supports daily maintenance requests such as enabling digital online banking users, updating personal account holder information/access, stop payments, wire transfer and performing research. Assists in the preparation of RDC/ACH Maintenance/Annual Renewals - provide annual assessment package for ACH and RDC renewal and any other required support. Maintains and promotes the usage of digital banking products and services. Provides ongoing client education and navigational support following adoption of digital banking platforms. Demonstrates initiative to proactively identify issues and help problem solve and implement solutions for client technical and service issues. Works collaboratively within the treasury management team on the administration of CDARS/ICS products, providing support and maintenance. Works collaboratively with the treasury management team performing daily department tasks such as account and system maintenance, maintaining and developing procedures, and project-related assignments. Maintains awareness of legal requirements and best practices, adhering to established bank policies and procedures to mitigate risk. Other activities as needed to drive toward our vision and fulfill our mission as a treasury management team and organization. May be responsible for additional administrative tasks to aid in sales support of Treasury Management Officer Requirements
Your Knowledge and Experience
Background and knowledge of financial institution policies and products. Minimum of 2 years of financial institution experience. Good analytical, organizational and communication skills.
Reasonable accommodation will be provided to qualified individuals with disabilities.