Treasury Management Support Specialist 1

Job description

Expected Outcomes: - Enhanced Reputation: Summit’s reputation is strengthened through effective communication and efficient handling of referrals from initial contact to completion. - Regulatory Compliance and Growth: Summit remains compliant and well-positioned for growth by staying current with regulatory and industry standards, ensuring accurate documentation and communications. - Achievement of Financial Goals: Treasury management sales, deposit, and fee income goals are met or exceeded by providing exceptional member service, promoting the full suite of treasury management products/services and deposit accounts, and effectively cross-selling to current members and target markets. - Expanded Member Relationships: Member relationships are expanded through prompt and effective problem resolution, including thorough research and timely responses to issues. - Smooth Treasury Management Operations: Treasury Management functions smoothly with highly responsive and accurate support for the Treasury Sales and Operations teams, ensuring tasks are completed on time. Capability Requirements: The above information on this description has been designed to indicate the general nature and lev...