Treasury Management Specialist

Position Summary: The Treasury Management Specialist is responsible for coordinating and executing the implementation of treasury management services.  They provide technical support and client training for all Treasury Management-related services along with training and communication to internal associates.  The mission at FineMark National Bank & Trust is to build extraordinary relationships by going above and beyond.  

 Essential Job Functions:

• Implements the onboarding of Treasury Services to include ACH Origination, Wire Origination, Remote Deposit Capture, Positive Pay, Lockbox, Account Reconciliation/Transmission Cash Vault, and Sweeps to new and existing clients, along with any new services offered in the future.  
• Reviews Treasury Service Agreements for accuracy and compliance provides feedback to bankers, and assists bankers with completing agreements.
  Provides high-quality training, communication, and ongoing support on Treasury Services, to clients and FineMark associates.  
• Stays up to date with the latest treasury management services, and industry trends and maintains Treasury Services software applications while identifying opportunities for process improvement in implementation procedures.
• Effectively manages risk by recognizing trends and communicating concerns to peers and management, taking proper steps to mitigate loss.
• Works closely with the Treasury Management Services Development Officer to uncover client needs, new service development, and training opportunities while retaining, cultivating, and growing deposit relationships. 
• Streamlines onboarding process and workflow to continue to provide the service level by FineMark standards and maintain our competitive edge.
• Manages the audit process for any treasury management service requirements.
• Communicate with clients and internal associates for any Treasury Management Services updates.
• Completes required compliance and technical training as assigned including ABA courses.  
• Ability to travel to all locations to support clients and associates.
• Regular attendance at the FineMark location designated in this job description, during regular business hours, or assigned hours for the position, is required.  This is not a remote work position.  
• Performs other related duties as required and assigned by management.

 Required Education, Experience, and Skills:

• Associate’s Degree with a minimum of five (5) years’ deposit operations experience within a financial institution or a bachelor’s degree with a minimum of three (3) years’ experience.
• Analytical mindset with strong problem-solving skills.
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
• Working knowledge of XAA account analysis is a plus, but not required.
• Ability to work independently, establish priorities, and meet critical deadlines.
• Excellent written and verbal communication skills.
• Understanding of ACH NACHA Files, and all Treasury Management Services.
• CTM, CCM, or AAP certification is preferred. 

ADA Job Description:  The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements.  This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.   Sedentary work involves sitting most of the time.  Walking and standing are required only occasionally.  
Physical Activities.  The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels.  The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers.  This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel.    
Visual Acuity Requirements.  Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection.  Some distance vision and color vision may be necessary. 
Environmental Conditions.  A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.

FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA).  During the interview process, you may be asked questions concerning your ability to perform job-related functions.  As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications.

FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust’s Drug-Free Workplace Policy by contacting 239.461.3896.