Relationship Management Support Specialist

Franklin Mint Federal Credit Union

Chadds Ford, PA

Provides sales support for the Business Banking aspect of Relationship Management. Assists with the development, implementation, training, risk management and coaching of all Treasury Management Products. Serves as the Business Digital, On-Line, and Mobile Banking expert.

Key Responsibilities

Supports the business member Treasury Management implementation process by helping the Business Services Solutions Officer prepare contracts, set up documents, schedule and track the implementation of new Treasury Management services.

Provides training and follow up with clients post-implementation of Treasury Management products. Communicates the implementation status to the Business Services Solutions Officer, clients and/or internal staff as required.

Assists the Relationship Management team with on-boarding of new and existing business members to FMFCU’s on-line and mobile banking system.

Trains and counsels Relationship Managers, Business Services Solutions Officers and Branch staff on Treasury Management offerings as well as digital and mobile banking.

Assists the BSSO and Relationship Management team with Treasury Management proposals and large Business Banking Deposit opportunities with Request for Proposal response preparation as needed.

Takes ownership of escalated Treasury Management client issues. Provides technical assistance to new and existing Treasury Management clients, including password reset requests, RSA token registration and PIN reset requests, Remote Deposit Capture software downloads/training, reviewing formatting of NACHA files and Positive Pay check issue files and Business On-Line Banking.

Works with BSSO and ACH Dept. in responding or communicating to client requests for over limit processing (ACH, wire and RDC), obtains appropriate approvals according to policies and maintains documentation of all over limit approvals and limit changes.

Provides SEG (Select Employer Group) oversight. Reviews all submitted SEG letters and ensures all are completed properly and filed with the NCUA. Provides

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