The role involves coordinating Treasury Management product setups, preparing agreements, and ensuring accuracy in customer implementations while maintaining communication with clients and consultants.
Overview:
Act as the liaison between Treasury Management/Merchant Consultant and Operations to service the maintenance needs of existing and prospective customers with a primary focus on Commercial Banking and complex setups. Ensure accuracy of Treasury Management (TM)/Merchant service setup . Receive instructions from Treasury Management/Merchant Consultant and clients and submit the resulting work order for the setup and maintenance of Treasury Management/Merchant products and services.
Primary Responsibilities:- Prepare Treasury Management/Merchant Work Orders using the Treasury Management Implementation Automation system (TMIA) and Technical Assistance Requests.
- Monitor and track implementation to avoid stalled or inactive implementations. Assist the TM/Merchant Consultant with gathering additional details for the setup and maintenance of Treasury Management/Merchant products, including but not limited to internal and external customer contact.
- Prepare and review TM/Merchant agreements.
- Under TM/Merchant Consultant direction: prepare, distribute, and collect customer legal agreements for clients’ signatures.
- Validate TM/Merchant agreements for accuracy to include signature verification, and submit to Treasury Management Agreement Housing (TMAH) for processing.
- Coordinate and submit exception pricing for Commercial Banking and complex setups.
- Coordinate RM and Sales activities for required Tier II guidance lines for TM/Merchant products through CLAS and Business Banking Loan Processing Center (LPC) approval. Ability to work with a high level of independence, under general supervision.
- Ability to independently research and resolve issues regarding implementation, escalate issues as appropriate.
- Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area.
Associates Degree
3 years Treasury Management/Merchant customer service OR onboarding experience.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of AmericaTop Skills
Treasury Management Implementation Automation System (Tmia)
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