Work Location:

Plum Office Or Main Office

Plum Office:

7660 Saltsburg Road

Pittsburgh, Pa 15239

Main Office:

800 Philadelphia Street

Indiana, Pa 15701

Work Hours:

Monday - Friday

8:00am - 5:00pm

Additional hours as needed to fulfill the needs of the department.

Function:

Responsible for various administrative functions which include administrative and non-sales functions being performed by TM Sales Group, reducing fraud risks, centralizing customer support, and solving for process gaps across multiple departments through front line submissions and operations.

Duties and Responsibilities
1. Proves competencies in bank operations by demonstration of product knowledge and service expectations in a successful manner.
2. Acts as liaison between TM Sales and TMSI/Deposit Operations/Wire teams in performing authentication and completeness checks on customer paperwork.
3. Maintains working knowledge of all department procedures.
4. Assist in maintaining up-to-date corporate and departmental policies and procedures.
5. Attend periodic education opportunities to stay up-to-date on regulations/rules.
6. Assist in special projects, such as new product implementation and procedure documentation.
7. Acts as primary point of contact with customer to resolve discrepancies related to documentation or authorization of customer requests.
8. Manage Customer Requests for updates and maintenance of Signature Cards, Account Resolutions, Beneficial Ownership Documents, Wire Set Ups, Repetitive Money Transfer Agreements and corresponding Bank/Treasury Documents to properly complete the changes.
a. Correspond with customers by email and phone.
b. Work with appropriate Bank personnel to produce the required documents.
c. Send the Documents to the customer and review executed documents for proper completion.
d. Deliver documents to the corresponding processing area(s).
9. Follows up on deposit accounts opened and corrects deficiencies or document exceptions.
10. Assigns work received via email to TMSI and Deposit Operations/Wire employees as part of normal job duties.
11. Maintains a good working relationship with bank employees in other departments and business lines. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization.
12. Performs other duties as assigned, and as necessary to support the successful operation of the department.

Education

Requires a high school diploma or equivalent, plus specialized training, a two-year degree or equivalent work experience.

Experience

Requires five to ten years general experience required, with Customer Service and/or Treasury Product experience preferred.

Physical Demands
Operates a keypad device: 80% of the day. The primary parts of the body used to perform this task are fingers, thumbs, hands, wrists. Sitting is required for 6 hours per day. Required to stand 1 hour per day. Required to walk 1 hour per day at a moderate speed. Requires the use of manual dexterity skills for typing 80% of the business day. Specific vision requirements include close vision of 18”-20” for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Salary Range: