Reports to: Treasury Sales Officer
FLSA Status: Non-Exempt

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Position Summary: The Treasury Specialist is responsible for the support and maintenance of all treasury-related products, including but not limited to ACH, Remote Deposit, Consumer and Business Internet Banking, Bill Pay, Account Analysis, Positive Pay/ARP. Maintain all documentation for customer setup and approved limits, ensuring documentation is completed according to company policies. Assist Customers and branch staff with any set up and support needed. Monitor Internet Banking and Treasury activities. Responsible for the performance of, but not limited to, the below listed duties:

Main Duties & Responsibilities:

• Provide outstanding customer service to Prospects & Customers, Partners, peers and all employees tied to Planters First Bank.
• Work with customers (internal & external) via telephone, webchat, internet, and email to answer Digital banking questions, treasury questions, general consumer banking inquiries, and general business banking inquires. Accept ownership of all customer inquiries and track these to resolution. All inquiries must be resolved within a timely manner and tracked to 100% completion.
• Support of all Treasury Management products and services.
• Maintain customer contracts and approved limits.
• Provide assistance with responses to audit exceptions and/or regulatory examination results.
• Providing service and product knowledge
• System monitoring of RSA cases, unusual activity, invalid attempts to access the systems.
• Periodic review of transactional reports.
• Provide support in the preparation of monthly reports related to transaction volumes, dollars related, credit risk, and any security incidents to be reported to the Executive Team and/or Board.
• Maintain related procedures and documentation.
• Must have flexibility to travel if needed.
• Complies with all bank and personnel policies and procedures including but not limited to policies and procedures regarding the Bank Secrecy Act.
• Complete periodic training provided and/or required by Planters First Bank but not limited to BSA training within required time frames assigned.
• Other duties as assigned.

Job Education & Experience:

Job Competencies:

AAP/EEO Statement: Planters First Bank is an Equal Opportunity Employer. We encourage qualified candidates to apply and be considered for open positions.