Careers At Axiom Bank
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Part-time Treasury Management Associate

Department: Treasury Management Operations
Location: Maitland, FL

At Axiom Bank, we encourage you to aim for the sky and leverage your expertise and passion to excel. We are a growing, dynamic organization – this is an exciting time to get on board!

We believe in the value of promoting a healthy work/life balance and are committed to recognizing the role everyone plays in our ongoing success. We offer the following benefits to our Part Time Employees:

  • Paid Holidays
  • Paid Time Off
  • 4% Match on our 401(k)

Key Responsibilities and Accountabilities

The Treasury Management Associate's Key Accountabilities include, but are not limited to the following:

  • Provide operational support to Treasury Management Manager by doing research, preparing reports and any special projects.
  • Set up new business clients for Business Internet Banking and/or Treasury Management products, including verifying information, inputting data to appropriate systems, communicating completion and maintaining logs.
  • Set-up billing of services, products, ad-hoc, implementation charges, volumes, templates, and accounts for new and existing business clients.
  • Provide effective customer service by responding to Commercial and/or Retail Banking questions, providing information, or researching items in an efficient and timely manner.
  • Provide in-depth product support to internal and external clients by resolving incoming inquiries via telephone or email.
  • Create and provide month-end reporting of volumes, services, risk, and revenue.
  • Proficiently review daily product exceptions.
  • Assist Treasury Management Manager in obtaining approvals for ACH, RDC and large items/holds.
  • Assist with annual reviews for customers.
  • Work closely with core processors, vendors, management and other departments regarding Treasury Management products and services.
  • Document- customer information and recurring technical issues to support product quality and product development.
  • Accurately and efficiently process monthly Cash Management and depository service fees ensuring statement accuracy.
  • Expand and maintain updated knowledge of electronic banking, procedures, and changes to all Treasury Management Solutions, products, and services. May attend periodic seminars.
  • Adhere to compliance and regulatory guidelines.
  • Complete assigned special projects and training as requested by management.

 

Working Conditions

  • This position is performed in a regular office work environment with the ability to work a hybrid remote arrangement. 

Qualifications Summary

Education

  • High School Diploma; 2 Years college in business related field preferred.

Experience

  • Minimum of 5 years’ experience in operations and support in the financial services industry, with direct experience in Treasury/Cash Management Solutions, products and services, i.e. Electronic Banking, Remote Deposits, Wire Transfer, ACH, Business Cards and Merchant Services.

Knowledge & Skills:

  • Working knowledge of Treasury/Cash Management, Merchant Services, Commercial Banking, vendor management, branch functions, bank products, and banking systems, applications, processes, accounting principles and documentation.
  • Good organization skills and keen attention to detail 
  • Must be able to build effective working relationships with customers, bank employees and vendors.
  • Demonstrates strong customer service skills.
  • Must be able to meet deadlines and resolve problems in a timely manner.
  • Possess good judgment and critical thinking skills.
  • Must be willing to learn and cross-train employees in job functions.
  • Strong written and verbal communication skills.
  • Knowledge of computer software and applications including but not limited to Microsoft Outlook, Word, Excel.

Other Duties -Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

(Reasonable accommodations may be made to enable individuals with disabilities to perform these tasks. If you need an accommodation, please contact us at hr@axiombanking.com)

Axiom Bank does not discriminate in employment opportunities or practices on the basis of any protected status. It is the policy of Axiom Bank to conduct background, credit reference and drug screening tests as a condition of employment. Drug Free Workplace. EOE/AA/Minority, Female, Disabled, Veteran

Axiom Bank is not seeking assistance or accepting unsolicited resumes from search firms for employment or contractor opportunities. Any resumes submitted without a valid contract will be considered the sole property of Axiom Bank and no fee will be paid.

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