Treasury Management Operations Specialist

As a Treasury Management Operations Specialist at STCU, your main responsibilities include providing exceptional support for all Treasury Management services, such as online banking, ACH, wire origination, and remote deposit, for both internal and external business members. You will handle inquiries, manage service requests, implement workflows, and collaborate with various teams to ensure high-quality service. You will also be involved in training business members and following up post-training to guarantee successful adoption of new services.

To qualify for the Treasury Management Operations Specialist position at STCU, you should possess at least a high school diploma or equivalent, along with a minimum of four years of experience in a financial institution, specifically focusing on Treasury Management operations. While an AAP certification is preferred, experience with relevant software like Finastra’s Phoenix and nCino is advantageous. Proficiency in MS Office programs is also required.

Yes! The Treasury Management Operations Specialist position at STCU offers flexibility, allowing for remote work with occasional in-person meetings. This means that you can enjoy a balance between working from home and collaborating in person when necessary, making it an attractive option for those seeking flexibility in their work environment.

The training process for a Treasury Management Operations Specialist at STCU is comprehensive and focuses on ensuring you become a subject matter expert in Treasury Management products. After submitting implementation workflows, you'll manage training sessions for business members, ensuring adherence to established service level agreements. Moreover, you'll provide scheduled follow-up support within 90 days after training to assist with any issues and to ensure full adoption of the new services.

As a Treasury Management Operations Specialist at STCU, you will find yourself in a dynamic and fast-paced work environment where strong collaboration with multiple lines of business is crucial. You'll be exposed to a mix of low to moderate office sounds and may encounter high-stress situations, especially during deadlines. However, STCU values its team members and promotes a culture of joyfulness, generosity, and belonging, making the workplace enjoyable and rewarding.

In answering this question, emphasize your desire to work in a credit union that prioritizes member service and community impact. Highlight your alignment with STCU's core values and how your background in Treasury Management positions you to contribute to their excellent reputation.

Discuss a specific incident where you faced a challenge—perhaps an issue with a wire transfer or an ACH problem—and explain how you approached it. Focus on your problem-solving skills, communication, and the outcome that benefited the business members.

Your answer should reflect your communication skills and patience. Discuss how you customize training methods based on different learning styles and ensure thorough understanding through follow-up sessions and documentation.

Express your commitment to continuous learning. Talk about how you follow industry news, participate in professional organizations, or take courses to enhance your knowledge about Treasury Management innovations.

Concisely describe your past experiences, focusing on specific implementations you led. Highlight your planning, execution, training, and follow-up efforts, giving insight into your organizational skills and attention to detail.

Talk about your time management approach, such as prioritizing tasks based on urgency and importance. Highlight your use of tools or methods to keep track of requests and streamline your workflow for efficiency.

Emphasize your customer service skills. Discuss how you would listen attentively to the concerns, investigate the issue, and provide solutions or alternatives to ensure their satisfaction. Your objective should be to turn their negative experience into a positive one.

Highlight the importance of collaboration in achieving smooth operations. Explain how working closely with sales, IT, and other teams creates a holistic member experience and enhances service quality.

Discuss your proficiency with MS Office, providing examples of how you’ve used Excel for data analysis or Outlook for managing communications. Illustrate how these skills benefit the Treasury Management Specialist role.

Explain SLAs and their importance in setting expectations for service delivery. Discuss how you ensure compliance with SLAs and their role in maintaining high-quality service for business members.