Stephanie Martinez Green

1. Provide sales and service support internally to Treasury Management (TM) Officers, and externally directly to clients by:

• Accompanying sales officers on client calls to gain knowledge, build rapport, and gather pertinent financial information.
• Performing the new account opening process for TM lead opportunities.
• Swiftly resolving client issues and questions regarding products.
• Providing assistance and training to partners and/or clients as it relates to TM products and services.

2. Perform routine maintenance and documentation, such as:

• Account maintenance, i.e. adding accounts to online banking.
• Onboarding forms for new and/or existing TM services.
• New account documentation for Enhanced Due Diligence forms.

3. Compile reports and perform routine reviews, such as:

• Monthly special pricing reviews for TM clients.
• Quarterly ACH "over limit" reviews, including appropriate follow-up.
• Annual relationship reviews to ensure proper pricing and identify cross-sell opportunities.
• Annual ACH/remote capture reviews.

• Providing excellent customer service and effectively resolving customer issues.
• Being proficient in understanding and educating customers on consumer deposit products.
• Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
• Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
• Adhering to all operational, security, risk and regulatory policies and procedures.
• Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.
• Other duties as assigned.

• Represent the bank to the customer in a courteous, professional manner, and provide prompt, efficient, and accurate service in processing transactions and assisting customers with account balance information.
• Prepare money for incoming and outgoing shipment to the Federal Reserve.
• Cross-sell bank services, explaining such matters as the various types of accounts and certificates, interest, and compounding rates.
• Assist with teller training.
• Open new business and personal accounts, including checking, savings, certificate of deposit, safe deposit boxes, and all other accounts and services offered by the bank.
• Supervise teller balancing procedures; assist tellers with problems and questions on procedures.
• Issue teller cash as needed, balance the vault.
• Open and close the bank when required.
• Supervising the Teller Line, creating schedules.

• Provides the following services for members, in person, by telephone or by mail.
• Processes deposits to checking or savings accounts and disburses cash or check withdrawals; processes checks and other transactions.
• Provides travelers checks, money orders, credit card cash advances, receive loan payments and service charge payments for services.
• Process transfers between accounts and automatic distribution forms, recording all transactions according to member's request.
• Redeems US Savings Bonds and balance ATM.
• Operates on‑line teller terminal and accurately records amounts received and prepares reports of transactions.
• Opens and closes his/her Teller terminal, accounts for cash assigned, received, disbursed on a daily basis. Accurately balances to teller terminal close report and remits daily work to Head Teller for disposition.
• Performs such other duties as might be assigned from time to time, including but not limited to, check encoding, ATM machine balancing, address changes, filing, answering telephone, process mail, and assist other teams as required.
• Exceeds all member service standards of the credit union.

• Researching and investigating potentially suspicious fraud claims referred by Fraud Risk
• Aide in protecting and minimizing fraud losses
• Claim validations, educating, informing, and delivering sometimes difficult messages while defusing situations
• Advocating for the merchant using a variety of tools to determine validity of various trends
• Managing a high inventory caseload
• Meeting performance metrics while ensuring inquiries and transactions are handle professionally