Job Summary The Treasury Operations Team Lead will perform a variety of duties related to the daily service and support needs of clients, including but not limited to problem resolution, technical support, positive pay management, and daily cash positioning. This position will track new Treasury services and service modifications for clients' billing and support the management of workflow, procedure documentation, and procedure management in a fast paced, high quality, multi-tasking environment. This role will also assist in audit or compliance related duties to ensure all regulatory and compliance requirements are satisfied within the account opening and new service onboarding process. This position serves as the first point of contact for the operations specialists who have questions or need support and will be the subject matter expert for treasury operations.
Key Responsibilities / Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Serve as a subject-matter expert and assist the Treasury Management Team in special projects, upgrades, enhancements, and any other changes related to Treasury Management systems and offerings.
- Assist with maintaining training materials regarding new Treasury Services products and services and updates to policies and procedures.
- Review and modify processes and procedures routinely to ensure compliance and improve efficiency.
- Complete account rate modifications, fee refunds, Cash Vaults, ICS file verification, Treasury and Lockbox billing and perform quality control to ensure accuracy.
- Perform routine data entry, processing, and documentation; ensure accuracy and compliance with company and departmental policies.
- Assist in completing audits and examinations.
- Assist with research, billing and other transactional tasks associated with the Association Management department.
- Crosstrain to perform other functions and duties assigned in Treasury Management.
- Set, manage, and effectively communicate project expectations to team members and clients in a timely and clear fashion.
- Assist the TM Implementation and Operations Manager with interviewing, hiring, and training employees, and assist with planning, assigning, and directing their work.
- Assist the TM Implementation and Operations Manager with managing and appraising employee performance and addressing employee complaints to resolve problems.
- Work with TM Implementation and Operations Manager on improving procedures and workflows.
- Maintain confidentiality and security of sensitive information.
- Adhere to all corporate policies and procedures, Federal and State regulations, and laws.
- Complete all mandatory annual compliance training.
- Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.
- Perform other duties and special projects as assigned.
Job Requirements Education: - High school diploma or equivalent.
Required: - 5+ years of banking experience required with a concentration of customer service and/or treasury management implementation.
- Ability to work across large, complex organizations to achieve results.
- Proficient knowledge in common business functions such as Microsoft Office suite, including Word, Excel, and PowerPoint.
- Track record of gaining and understanding customers' needs and delivering excellent customer service.
- Excellent written and verbal communication skills is a must.
- Ability to develop and maintain a high-level understanding and ability to navigate across the bank's internal and customer facing systems.
- Possess and demonstrate a high level of professionalism and communicate in a clear, concise manner.
Preferred: - Bachelor's degree.
- Weiland System experience is preferred.
About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at Apply today to take your first steps towards joining this talented population of employees within a growing organization.
Work Environment, Physical Requirements The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.
- This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
- Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
- Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
- The employee will frequently communicate and must be able to exchange accurate information with others.
- The employee may need to move around their office to attend meetings and to access files, machinery or other job-related tools.
DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
