Treasury Management and Operations Specialist (hybrid) Liberty Bank, N.A. Irvine, CA Job Details Full-time $75,000 - $85,000 a year 13 hours ago Qualifications Microsoft Word Microsoft Excel Microsoft Outlook Operations management Customer service Research Mid-level 3 years High school diploma or GED ACH Cash management Communication skills Banking Full Job Description In a

Nutshell:

Are yo passionate about delivering exceptional customer experiences while managing complex financial processes? We're looking for a skilled professional to lead customer onboarding, training and implementation of commercial deposit accounts and treasury management services. In this dynamic role, you'll serve as the primary point of contact for customers, ensuring seamless account setups, accurate documentation, and timely resolutions. With the option for a hybrid work schedule, this is the perfect opportunity for someone who thrives in a fast-paced environment, excels at building customer relations, and enjoys solving challenges! What it

Takes:

Manage customer onboarding, implementation and training, including but not limited to opening new deposits accounts, or work with internal team to explain and review all account documentation and assume responsibility for proper documentation execution and onboarding. Send documentation to the customer and follow up on receipt. Escalate implementation delay if needed. Participate in customer calls and provide support for special/complex customer implementations. Establish post implementation timelines with customers. Manage various operational reports, perform reconcilements and call back entries. Input, update and maintain customer's records and files on the Banks core processing system. Answer incoming phone calls, emails, greet customers, and place calls in a timely, professional manner with an emphasis on superior and professional service. Remain abreast of developments that impact products and customer service in order to generate cross-selling opportunities for prospective and existing customers. Perform teller duties of processing, paying and receiving transactions, preparing and processing incoming and outgoing wire transfers. Ensure that the entire transaction process is complete and accurate before submitting for processing. Handle ACH transactions, wire transfers, and other electronic payment services for clients and research transactions and resolve errors. Act as a point of contact for inquiries related to treasury products and services. Coordinate with branch teams to address customer needs and resolve operational issues. Generate reports on account activity, payments, or cash flow for customers. Reconcile discrepancies in customer accounts and transactions. Provide backend support for online banking platforms used by treasury customers. Assist with customer onboarding and training for treasury management tools. Ensure all transactions and services meet regulatory and compliance standards. Monitor for fraudulent activity or unusual account behavior. Maintain up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures. Complete all related training, included but not limed to cybersecurity, including phishing emails, securing your access credentials, and preventing unauthorized access. Develop a keen common sense of understanding for potential cyber-attack indicators and apply critical thinking skills. Apply common sense and reasonable critical thinking skills in analyzing all monetary related transactions (including email and telephone requests) to avoid a financial loss to the Bank. Conduct thorough research to support the decision-making process to ensure well-informed and evidence-based activities to protect the Bank and minimize risk. Immediately report any suspicious IT activities to IT Security and/or CIO. Bring any other suspicious activities to the attention of a supervisor, or the Chief Risk Officer. Follow all Bank policies and procedures to ensure compliance with all laws and regulations. Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function. May perform other duties as assigned. A high school diploma or equivalent is required. Minimum of 3 years' experience in customer service or operations management function of a bank or financial institution. Minimum of 3 years experience in Treasury, Cash Management and processing ACH. Minimum of 3 years' experience working independently with new accounts in a bank or financial institute. Strong knowledge of bank products and services and support systems. Strong Customer Service Skills and being able to recognize referral opportunities. Ability to manage multiple projects and to work independently as well as part of a team and exercising appropriate level of authority commensurate with experience and responsibility. Good written and communication skills, including ability to deal professionally with challenges and questions. Excellent attention to detail and accuracy; good organizational, research and follow-up skills. Requires the ability to employ basic reasoning skills. Ability to interact with all levels of customers, staff, and management. Ability to work successfully in a deadline driven, team environment. Strong Banking Software Skills required (Fiserv preferred). Ability to stay up-to-date on software changes. Proficient in Microsoft Word, Outlook. Excellent in Excel. About Liberty Bank, N.A. Liberty Bank, N.A. is a $550 million OCC-chartered bank based in Irvine, California. As a full-service commercial bank, Liberty Bank, N.A. supports businesses and entrepreneurs in the Southern California markets of greater Orange County and Los Angeles County, as well as the Northern California markets of San Francisco, San Mateo County and Santa Cruz County, including communities in San Lorenzo Valley. Liberty Bank, N.A. is an experienced Real Estate and Commercial & Industrial Lender. Member FDIC. Equal Housing Lender. The Bank has a balance sheet that has strong capital ratios and a clean loan portfolio. The Bank's vision is to deliver a scalable and competitive banking platform designed for growth and exceptional client service that enables integration of future acquisitions. The executive officers and many of the staff are all alumni of, and were instrumental in, the success of Grandpoint Bank, which operated in Los Angeles from 2010 until it was sold in 2018. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, color vision, and the ability to adjust focus. Equal Employment Opportunity and Affirmative Action Statement Liberty Bank, N.A. is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, medical condition, marital status, disability status or protected veteran status or any factor prohibited by law, and as such, affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. If you would like to view a copy of the companys affirmative action plan or policy statement, please email hr(at)libertybk.com. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please email hr(at)libertybk.com. Note that a response to your request may take up to two business days and that this email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not email regarding the status of your job application if you do not require accessibility assistance or an accommodation. Emails received for other purposes, such as following up on an application or non-disability related technical issues, will not receive a response. We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance and the requirements of Section 19 of the Federal Deposit Insurance Act. Please use this link to review statements of protection from discrimination under Federal law for job applicants and employees:

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This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Duties, responsibilities and activities may change at any time with or without notice.