The Business Resources Specialist will process treasury management product applications and changes, including, but not limited to, business online banking, ACH, RDC, positive pay, online wires, sweeps and automatic funds transfers, and Account Analysis. The BRS will provide client and co-worker technical support and troubleshooting resources. The BRS will work with the Business Resources Team on additional projects as assigned.
JOB SPECIFICATIONS:
- Education: Bachelor’s degree or more than two years’ experience in a similar role.
- Experience: Banking experience recommended
- Required Skills: Proficiency in Microsoft Word, Excel and Outlook. Strong communication, technical skills and ability to work in a team environment
ESSENTIAL FUNCTIONS:
- Support clients and co-workers, maintaining a very high level of customer service, congruent with The Bank’s reputation
- Receive on-line banking and treasury management applications, addendums, and approvals
- Review applications and addendums for completion and ensure proper approvals have been obtained from authorized signers and Compliance
- Set-up administrative users and treasury management products on the system using the highest level of detail and focus
- Perform check-back on maintenance completed by other team members using the highest level of detail and focus
- Communicate with Relationship Manager to ensure timelines are met and customer experience is outstanding.
- Telephone support for business clients during and after set-up
- Help Desk Ticket processing and support for internal client requests
- Serve as a resource for branch staff in conjunction with Relationship Manager
- Complete temporary and permanent product limit increases referring to supporting documentation
- Maintain a thorough understanding of all products from the client perspective
- Contact DCI Support and troubleshoot client and/or system issues when requested
- Be knowledgeable of bank compliance rules and adhere to Bank, Federal and State banking policies, procedures and regulations relating to this position
- All other duties as assigned to meet operational needs
SKILLS:
- Ability to maintain strict confidentiality on all sensitive issues
- Effective organizational, oral and written communication skills
- Analytical and problem-solving skills
- Understanding and application of administrative activities
- Proficiency in Word, Excel, and Email applications
- Ability to compose and type professional correspondence and documents
- Adaptability in a fast-paced, team-oriented environment
- Ability to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timelines
- Ability to accomplish work assignments under minimal supervision
- Ability to interpret bank policies and procedures
- Ability to handle stress
RELATIONSHIPS:
- Reports to the Director of Operations for the fulfillment of functions and responsibilities.
- Works with Relationship Managers, Operations Support and branch staff.
CORE BEHAVIORS for DELIVERING ON THE PROMISE:
- Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
- Work Ethic Be willing to go the extra mile for the client, whether internal or external.
- Influence. Be an active player in participating, building and contributing to service.
- Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
- Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
- Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
- Communication. Keep others informed and up-to-date. Actively listen and learn from each other.
- Have a Sense of Community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.
Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.
