Treasury Management Servicing Analyst Team Lead

Location: Downtown Denver, Colorado - 17th Street
Location: Dubuque, Iowa - Locust Street

Bank of Blue Valley is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"(c)

The Treasury Management Servicing Analyst Team Lead directly oversees day-to-day work for the Treasury Management Servicing Analyst group and supports the TM Servicing Supervisor by acting as a subject matter expert in the commercial account opening space. The Lead fosters a culture disciplined to continuous improvement within the Treasury Management organization. This player/coach role leads, coordinates and directs work, primarily of new commercial account opening and commercial account maintenance requests. This role coaches the team within the service vertical towards achieving department goals and objectives while also performing the duties of a TM Servicing Analyst.

Primary Responsibilities

  • Coordinates the work of the Servicing Analyst team, with a focus on new commercial account requests and commercial account maintenance.
  • Directly oversees quality and timely completion of requests (tickets).
  • Takes an active role in training the Servicing Analyst team on established processes, procedures, and policies.
  • Acts as escalation point for new account and maintenance requests for the TM Servicing Analysts.
  • Monitors staffing and scheduling for management reporting.
  • Collaborates effectively and proactively with Member Bank and HTLF departments to ensure excellent customer care is consistently achieved.
  • Maintains strong consultative relationships with clients to ensure the growth of the TM business, with emphasis on the high value client base.
  • Identifies product improvements and solutions that may be helpful to assigned high value customers and promotes established products and services appropriate to meet customer requirements.
  • Introduces and supports the integration of technological solutions into high value customers' business operations by understanding needs, training on best practices, straightforward communication, and by facilitating the change process so customers rapidly gain confidence and proficiency on new systems.
  • Supports the resolution of high value client issues in a professional and responsive manner.
  • Opens and maintains commercial deposit accounts.
  • Creates and manages all elements of the TM implementation cycle.
  • a. Coordinates closely with the banks' lead TM Sales Officers to ensure products/services are established in accordance with internal processes/procedures and compliance/regulatory requirements; e.g., agreements signed, risk assessments completed, file limits established, service billing set up, accounts opened, etc.
  • b. Serves as support lead and liaison to the TM Implementation & Support Specialist team, working collaboratively to ensure product/service implementation and client training is completed timely and to the clients' satisfaction.
  • Follows up with appropriate parties after implementation.
  • a. Conducts 3-day post implementation call-back to verify all service have been properly set up.
  • b. Conducts 30-day post-implementation account audit and client follow up to ensure proper pricing is being captured.
  • Maintains diligent awareness of risks - including ACH rules, payments risk, UCC laws and FFIEC guidance as well as user authentication best practices for online banking services.
  • Coordinates with TM Sales Officers to conduct monthly risk reviews, including ACH and e-deposit
  • Completes assigned projects efficiently, accurately and on-time.
  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

  • Performs other duties as assigned.

Management Responsibilities

  • This job has no management responsibilities.

Qualifications

  • Bachelors Accounting, Business Administration/Management, Finance required
  • 3-5 years Professional experience in a related business function or industry required
  • 3-5 years Treasury Management and/or Banking experience preferred required
  • Proven experience providing excellent customer service
  • Demonstrated problem solving ability through interaction with clients and business partners
  • Excellent verbal and written communication skills
  • Ability to mobilize internal resources to resolve issues
  • Strong analytical ability with attention to detail
  • Knowledge of bank core systems and applications (FiServ Signature, Desktop Sales) preferred

Scheduled Weekly Hours:

40

Time Type:

Full time
Posted
10/02/2021
Salary Range
$40,000.00 - 110,000.00
per Year
Salary range estimated by
Location
Denver, CO 80201, US
Apply Now