Treasury Management Specialist I (Banking)

at First Federal
Location McMinnville, 118 NE Third Street
Date Posted March 17, 2025
Category Banking / Financial / Real Estate
Job Type Full-time
State Oregon (OR)

Description

First Federal is seeking a Treasury Management Specialist I to join our team. This is an entry-level role within the Treasury Management department, providing technical support, product implementation, and customer service for business banking clients. The ideal candidate is detail-oriented, customer-focused, and eager to develop expertise in treasury management products. Located on-site with our team at our corporate headquarters in McMinnville, Oregon, this is not a remote position.

 Why Work With Us?

  • Community-Focused – Serving our customers and communities for over 100 years.
  • Growth-Oriented – Opportunities for professional development and career advancement.
  • Collaborative Environment – Work with a supportive and knowledgeable team.

 Key Responsibilities

 Treasury Management Support

  • Provide customer service and technical support for treasury management products, including business online banking, ACH, remote deposit capture, positive pay, and wire transfer services.
  • Assist with product implementation by inputting technical specifications and setting up services for business customers.
  • Perform on-site client training and troubleshooting as needed.
  • Support new product rollouts and provide ongoing training for clients requiring additional assistance.
  • Maintain customer records, treasury management sales data, and service agreements.
  • Assist in annual relationship reviews for treasury management clients.
  • Monitor and report treasury management service fees.

 Operational & Customer Support

  • Conduct debit card maintenance, issuance, and troubleshooting.
  • Process incoming and outgoing wire transfers, including OFAC verifications.
  • Review and process stop payments, service charge reversals, and account research requests.
  • Assist with merchant deposits and ATM check deposit reviews.
  • Respond to customer inquiries via phone, chat, and email, providing solutions for online banking, mobile banking, debit card issues, and bill pay services.
  • Field and resolve customer complaints with professionalism and empathy.

 Compliance & Risk Management

  • Adhere to all banking regulations, including BSA/AML compliance.
  • Complete required compliance training and demonstrate knowledge of banking regulations.
  • Ensure all customer interactions and transactions comply with internal policies and regulatory requirements.

 Qualifications

  • Education: High school diploma required; Associate’s degree or higher preferred.
  • Experience: 2+ years of experience in banking, treasury management, operations, or customer service preferred.
  • Technical Skills: Strong troubleshooting abilities for computer platforms, browsers, and banking software.
  • Software Proficiency: Intermediate-level skills in Microsoft Office Suite (Word, Excel, Outlook).
  • Customer Service: Professional telephone, written, and verbal communication skills.
  • Attention to Detail: Strong data entry and time management skills.
  • Teamwork: Ability to work independently and collaboratively within a fast-paced environment.
  • Problem-Solving: Sound judgment, organizational skills, and the ability to manage confidential information

 Benefits

  • Competitive salary and comprehensive benefits package.
  • Paid volunteer time off to support community engagement.
  • Professional development and career growth opportunities.
  • A team-oriented and inclusive work environment.

 Pre-Employment Requirements

This position will have access to cash, financial instruments, financial transactions or confidential customer financial information. As a result, the following pre-employment screens are required.

  • Pre-employment drug screen (excluding Marijuana)
  • Criminal background screen
  • Consumer credit report

 Applications

If you are a detail-oriented professional with experience in deposit operations and are looking for an opportunity with a stable and community-focused financial institution, we encourage you to apply today.

Applications for employment are available online at First Federal at https://firstfed.applicantpool.com/jobs/

Apply Now to Join Our Team!

Deadline for Application:     Position will remain open until filled.

First Federal is an Equal Opportunity Employer-Vets/Disabled, committed to a diverse workforce.  First Federal participates in the Federal E-Verify Program and is an Affirmative Action Employer. If you need assistance with completion of an application for employment, please contact the Human Resources Department at 503-435-3216 or email humanresources@firstfedweb.com.

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