Treasury Services Support Specialist

Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers. Member FDIC | Equal Housing LenderPosition summary: Responsible for performing various duties to support the Treasury Services Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.Qualifications required:Bachelor's degree in Finance or related field; or equivalent work experienceAbility to work in a team environmentStrong computer skills (MS Office, etc.)High degree of attention to detail and ability to multitaskEssential functions and responsibilities:Assist in opening new accounts for corporate customersAssist with onboarding of cash management services for new and current customersField calls from customers with issues and resolve (working with operations as necessary)Collect and analyze customer and prospect deposit and merchant account statementsCross sell cash management products while assisting in onboarding and customer serviceAssist with preparing treasury services (including RFP's) proposals and presentationsAssist with new Cash Management Treasury Services product developmentAssist with creating and maintaining monthly cash management reportsDemonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our CommunitiesCoordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of informationAbides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplaceCommunicates with management and coworkers in order to integrate goals and activitiesCooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.Other duties as assignedSuccess factorsjob competencies:Organizational and time management skillsAbility to work with little or no supervisionExcellent interpersonal and communication skillsTimely and regular attendanceCompletes work in a timely mannerActively seeks coachingApplication Access:Jack Henry - Silverlake (Same menus as Jason Rose)Synergy ReportingSmartPay (Profitstars) (Same menus as Jason RosePhysical demands, work environment, and location:Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.Work environment: The noise level in this environment is minimal.Location: Various Meridian Bank locations as assigned.Meridian Bank is An Equal Opportunity Employer

Created: 2025-02-21