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Job Overview
- Performs in-person and over-the-phone demos of treasury management services, while assessing client needs and answering product questions.
- Completes onboarding and setup of tailored treasury management services for new and existing business clients. This includes executing contracts, creating digital banking profiles, granting access rights, setting transaction limits and fee structures.
- Provides ongoing training and support of treasury management services.
- Conducts periodic client risk assessments, audits, and contract updates for treasury management services.
- Maintains contracts and documentation for compliance, audits, and regulatory exams.
- Performs daily routine activities involving account maintenance, GL balancing, and transaction returns on the bank core processing system.
- Responsible for overdraft reporting, NSF decisioning, and assessing fees.
- Processes outgoing client-originated ACH transactions including review of transmittals letters and file totals while communicating with customers. These transactions are completed with dual control.
- Processes transaction returns and adjustments.
- Monitors business remote deposits. Provides ongoing training and support to remote deposit clients.
- Processes incoming and outgoing domestic and international wire transfer requests. Transactions are completed with dual control while ensuring compliance with limits and regulatory agencies.
- Supports clients with Digital Banking and mobile wallets including initial set-up.
- Maintains screening of customer accounts and transactions for OFAC & FinCen compliance.
- Monitors transactions for suspicious activity, fraud, and assist with dispute resolutions.
- Responsible for scanning and archiving completed account maintenance forms.
- Completes required maintenance for deceased customers including verification of deposits, asset verifications, Social Security Administration verifications, and processing of returns.
- Performs a variety of customer service functions including the ordering of ATM/Debit cards and checks, statement printing, account research, processing stop payments, distributing reports, and document filing. Support is provided via phone inquiries, e-mail, secure messages, and occasionally in-person.
- Other duties as assigned.
- Possesses strong interpersonal skills to provide support to all bank departments and customers.
- Applies strong analytical abilities in researching and resolving account and transaction issues.
- Utilizes computer technology and various applications to perform various department tasks.
- Two years of prior experience in a financial institution preferred.
- This position starts at $24.00 per hour
- Medical & Dental Insurance
- 401k Plan with an employer match
- Employee Stock Ownership Plan (ESOP)
- Life & AD&D Insurance plan
- Short-term and Long-term Disability plan15 vacation days (prorated your first year)
- 6 sick days (prorated your first year)
- 3 personal days (prorated your first year)
- 11 paid Federal holidays
- Section 125 Medical Flex/Dependent Care Reimbursement program
- “Dress for your day” casual dress code
- Gym membership reimbursement plan
• tlippold@premierbanking.com, or
• Premier Bank, Human Resources, PO Box 420, Dubuque, IA 52004-0420
Primary Contact
1656524291446
Tasha Lippold
Vice President, Marketing Director & Human Resources Manager,
Phone
Phone
Phone
Fax
tlippold@premierbanking.com
True
True
True
Job Details
Categories
Banking/Mortgage/Financial Services
Location
Dubuque, IA
Shift
First Shift
Job Type
Employee
Full/Part
Full Time
Pay/Salary
Starting at $24
Benefits
Health Insurance
Dental Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
PTO (Paid Time Off)
Paid Holidays
Qualifications
Education
High School/GED
Experience
2-5 Years
Company ID
15960
Job REQ #
# Positions
1
Start Date
20250821
End Date
20250930
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