Treasury Management Implementation Specialist

About the Role

Reviews all products and services requests through the on boarding tool for accuracy and clarity, including our Treasury Management Service agreement. Handles all new, modifications and cancelations of Treasury Management products and services. Completes daily and monthly operational tasks related to Treasury Management services. Coordinates with other departments and third party vendors to assist with completing customer requests.

• Implements all new, modification and cancelations of TM products and services including complex products that are technical in nature. Completes business customer’s self-enrollments through Commercial Online Banking.
• Responsible for reviewing all requests submitted to implementation for accuracy and includes all pertinent information needed to complete the request in accordance to treasury management policy and procedures.
• Responsible for ensuring all Treasury Management agreements and terms and conditions are complete before products and services are implemented. Adherence to account analysis guidelines when implementing products and services.
• Coordinates with other departments in the bank and third-party vendors to ensure products and services are implemented within agreed upon service level agreement.
• Responsible for sending out customer notifications and welcome emails for new and existing products and services. Handles and issues tokens for customers using Commercial Online Banking.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”
• May perform other duties as assigned.

About You :

Job Location(s) : Ability to work fully onsite at posted location(s).

CO, UT, ID, WA, AZ, NV, OR, CA

Travel Type : Discretionary : As needed to fulfill the Essential Functions

Our Benefits :

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $21.00 - $30.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.