Representative I, Treasury Services Sales Support, South Bend, IN

Posted 4 Days Ago
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South Bend, IN, USA
In-Office
Junior
Financial Services
The Role
Provides customer, sales, and administrative support for Treasury Services products. Monitors ACH activity, resolves return issues, reviews risk-limit reports, supports product setup and data entry, answers customer questions, and assists Merchant Credit Card Services and Remote Deposit customers. The role requires compliance with applicable laws, flexible scheduling, strong customer service and communication skills, Microsoft Office proficiency, and occasional travel as needed.
Summary Generated by Built In
POSITION SUMMARY
Provides customer support, sales support, and administrative support for Treasury Services products and services. 

The Hours of Operation for our Treasury Services Customer Support Center are Monday through Friday 7:30 am to 7 pm.  Must be available to work a flexible schedule.

ESSENTIAL REQUIREMENTS
  • Monitors ACH processes and contacts customers when action needs to be taken on unauthorized ACH returns as well as repetitive ACH returns that receive no action from customer.
  • Pulls ACH Credit/Risk Limit Comparison Report and ensures all items are in balance and follows procedures to make any corrections needed.
  • Answers customer questions in regards to Treasury Services products and services.
  • Responsible for product set up through data entry and various communications to supporting operations departments.
  • Provides support to Merchant Credit Card Services department.
  • Provides customer support to Remote Deposit customers.
  • Regular and predictable attendance is an essential requirement of the position. 
  • Responsible for the completion of all compliance training related to the position.
  • Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
  • One (1) to two (2) years' experience preferred or equivalent experience in a related field preferred.
  • Prior Treasury Services or banking experience preferred.
  • Good PC skills--proficiency in Microsoft Word and Excel essential.
  • High degree of self-motivation and ability to work autonomously.
  • Strong customer service.
  • Good written and verbal communication skills.


EDUCATION
Bachelors Degree preferred.
TRAVEL REQUIREMENTS
Ability to travel as needed for meetings, projects, seminars, etc.
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 to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • One to two years of experience or equivalent related experience
  • Prior Treasury Services or banking experience
  • Proficiency in Microsoft Word and Excel
  • Strong customer service skills
  • Good written and verbal communication skills
  • Ability to work autonomously and demonstrate self-motivation
  • Bachelor's degree
  • Flexible availability Monday through Friday during operating hours
  • Regular and predictable attendance

1st Source Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about 1st Source Bank and has not been reviewed or approved by 1st Source Bank.

  • Healthcare Strength Health insurance, prescription coverage, and full coverage for preventive care and certain screenings are described as available. Dental and vision coverage, telemedicine, maternity support programs, and tobacco cessation offerings add breadth to the health package.
  • Retirement Support A 401(k) plan is described as available with both Traditional and Roth savings options, alongside HSAs for eligible expenses. Life, accident, and disability protections are also described as part of the broader financial security offering.
  • Wellbeing & Lifestyle Benefits Wellness programs such as weight-loss support and other wellbeing initiatives are described as available, sometimes at no extra cost to eligible members. Financial wellness workshops and planning resources are also described as offered.

1st Source Bank Insights

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The Company
HQ: South Bend, IN
1,000 Employees
Year Founded: 1863

What We Do

Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we listen to our clients, understand their needs and always keep their best interests in mind. 1st Source Bank remains the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. We operate banking centers across our region, boast 1st Source Bank Specialty Finance Group locations nationwide, as well as several Wealth Advisory Services locations and 1st Source Insurance offices. We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams. Additionally, for over 155 years, 1st Source Bank has been giving back to our communities to actively help build good places to live, work and raise our families. This service to our community is one of our principal values and has defined who we are and how we do business. Member FDIC | Equal Housing Lender

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