Treasury Management Assistant

Posted 10 Days Ago
Be an Early Applicant
McAllen, TX
Entry level
Fintech • Financial Services
The Role
The Treasury Management Assistant provides administrative support, manages customer issues, prepares reports, and coordinates communication within the treasury department.
Summary Generated by Built In

IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities.   IBC bank hires talented, creative and dedicated individuals to help our business succeed.  We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence.   We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. 

Time Type:

Full time

This is an in-office position.

Department:

740 Treasury Management

Job Summary:

The Treasury Management Assistant role provides high-level administrative support by conducting research, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.

Job Description:

ESSENTIAL JOB FUNCTIONS

The statements on this job description are intended to describe the general nature of level of work being performed by incumbents.  They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.

  • Create, maintain, and enter information into databases such as treasury workflow and document delivery program.

  • Upload agreements signed by customers to have Service center enroll customer into approved services.

  • Responds to overnight emails, which commonly are addressing customer and bank concerns.

  • Responds and remedies customer facing issues within our online banking services.

  • Prepare reports, memos, letters, and other treasury management documents.

  • Respond and request approval from account officers and senior executive lending officers with Deposit Express overlimit approvals for Item Processing.

  • Answer phone calls and direct calls to appropriate parties or take messages.

  • Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, etc.

  • Operate office equipment, such as computers, copiers, or phone systems and arrange for repairs when equipment malfunctions.

  • Other duties as assigned

SKILLS

  • Active Listening

  • Coordination

  • Instructing

  • Learning Strategies

  • Reading Comprehension

  • Service Orientation

  • Speaking

  • Time Management

  • Writing

EDUCATION & KNOWLEDGE

  • High School Diploma or GED

  • Proficient in Microsoft computer applications

Top Skills

Microsoft Applications
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The Company
Laredo, , TX ,
1,861 Employees
On-site Workplace

What We Do

IBC Bank was founded in 1966 and today it serves as the flagship bank of International Bancshares Corporation. Since its opening, IBC has grown in assets to more than $15 billion making it one of Texas’ largest holding companies.

We believe in doing more for the communities we serve. And we've made that commitment for the last 50+ years. We know that when our communities succeed, we all succeed.

Affirmative Action/ Equal Opportunity Employer
Member FDIC/ International Bancshares Corporation

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