Treasury Services Specialist chez CORE BANK

Description

Bring your customer focus and tech-forward mindset to Core Bank as a Treasury Services Specialist. In this high-performing, solutions-based role, you’ll be the trusted partner for business banking clients, delivering fast, seamless service and personalized financial solutions. From treasury management to deposits and lending, you’ll combine problem-solving skills with modern banking tools to support business owners’ needs and strengthen long-term relationships. Join a team where innovation, collaboration, and client success drive everything we do.

Company Overview

Core Bank is a high-performing, tech-forward community bank serving Omaha and Kansas City. Guided by our vision to be high-performing, solutions-based, and tech-forward, we combine trusted relationships with modern tools to deliver smarter, faster, and more personalized banking. Our culture—what we call our Recipe for Awesome—makes Core Bank more than a place to work or bank; it’s a place where people grow, solutions thrive, and together we build better. If you want to help us build something remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore www.corebankcareers.com.

Position Summary

As a member of the Treasury Services team, the Treasury Services Specialist's top priority is to provide the highest level of service for the clients of Core Bank.  A Treasury Services Specialist will offer a one call or one visit resolution for customer issues and be a sole point of contact, working closely with Relationship Managers from various business lines, and ongoing support for existing clients/services.  A Treasury Services Specialist will be knowledgeable in both business and personal deposit products as well as lending products to efficiently service all of a business owners banking needs.  Professional decorum is a must as the Treasury Services Specialist will be communicating with high value customers both on the phone and on site at the business location.

Core Responsibilities

1. Handle customers concerns and resolve issues with one call or visit, often working closely with operations and commerical lending teams to meet customer needs and resolve issues.
2. Open and maintain both personal and business accounts and products including all business account types, specifc treasury account types, business Visa debit cards, and changing account signers.
3. Review and interpret business documentation to include operating agreements, articles of incorporation, corporate resolutions, etc.
4. Understands and accurately applies beneficial owner rules.
5. Conduct on site set-up, training, troubleshooting and maintence of treasury products and services.
6. Takes ownership of  the Concierge Desk phone and email group to respond professionally and in accordance with the department's defined service level agreement (SLA).  Actively monitors, updates, and assigns workload via the department's ticket system.  Responds promptly to all client messages.
7. Effectively uses resources such as core system provider, manuals, and documents to troubleshoot issues, problem solve, and increase expertise.
8. Acts as subject matter expert for Business Online Banking, including troubleshooting, functionality, roles, implementation, and maintenance.
9. Provides support for lockbox services.
10. Remote Deposit Capture maintenance, troubleshooting, and reporting to compare volumes for compliance and trends.
11. Set up, maintain, and monitor business sweeps.
12. Knowledge and execution of ACH including set up, Notice of Change, Notice of Returns reviews, and compliance.   
13. Set up, maintenance and troubleshooting of fraud mitigation tools including Positive Pay and ACH Positive Pay. 
14. Recognize opportunities for cross-selling additional products and services when appropriate by engaging Relationship Manager to ensure increased fee income.
15. Recognize when a request should be handled by the service side or, if a new client, requires the engagement of a Sales Analyst or Relationship Manager.
16. Continue to build internal relationships as a trusted point of contact for Commercial RMs, Wealth Management, and other internal business line partners.
17. Act as a "go to" for other Treasury Services team members and have the ability to make decisions and execute independently.

Qualifications

Education and Experience

• High school diploma or equivalent
• Minimum 2 years of banking experience required, with some focus in business banking or treasury preferred.

Required Skills/Abilities/Knowledge

• Alignment with Core Bank's Purpose, Values and Vision
  • Be Collaborative — working seamlessly with colleagues, clients, and community partners
  • Be Solutions-based — focusing on customized strategies that meet client needs
  • Be Tech-forward — leveraging technology to deliver efficient and effective client service.
  • Have a growth mindset — continuously seeking opportunities to learn, improve, and innovate
  • Embody our values of being genuine, nimble, and service-driven
• Exposure to and basic understanding of treasury services and products
• Working knowledge of banking regulations and compliance
• Professional polish; ability to handle customer issues with poise and responsiveness
• Strong problem-solving skills. 
• Strong communication skills, both verbal and written
• Ability to understand various software programs; tech savvy
• Excellent customer service skills, including telephone and business etiquette
• Ability to maintain confidentiality.

Core Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.