Job Code: HBC 25-29

Job Summary:

The TMS Product Specialist is primarily responsible for the technical administration and support of Treasury Management Online Banking products. Responsibilities include timely and accurate implementation of new clients on the online banking systems as well as continued support for existing clients. Provides support and assistance to Treasury Management Sales, internal and external team members.   

Pay Range: Base Compensation is dependent upon role, experience, and skill set: Min- $20.51/hr Max- $34.18/hr

Essential Duties & Responsibilities:

• Act as a trusted advisor to our business clients:
  • Deliver superior client service to all Treasury Management clients via email or phone with the department's tier one calls.
  • Establish new user accounts on the Online Banking system in compliance with the bank's policies and procedures.
  • Maintain all customer files with current information and log all set ups for management reports.
  • Assist client set ups for Remote Deposit, Bill Payment, and Wire Transfers.

• Mitigate risk and lead with a client centric focus:
  • Adhere to operational policies and procedures
  • Follow workflow processes and make suggestions for improvement when necessary.
• Maintain and service existing portfolio:

• Respond to inquiries from clients and co-workers in a professional, timely and efficient manner.
• Complete special projects as assigned

Qualifications/Professional Experience

• One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience
• Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast paced environment
• Knowledge of basic computer programs, customer service skills, 10 key and a basic understanding of electronic banking systems.
• Demonstrates initiative and the ability to work in an autonomous manner
• Strong communication and organizational skills with the ability to interact effectively with all levels of management

Compliance Responsibilities

The employee is responsible for ensuring compliance with all aspects of job-related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials. 

Job related laws and regulations include, but are not limited to the following:  Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.

Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.

JOB CODE: HBC 25-29