• TM Operations Representative

    Job Locations US-WI-Cross Plains
    # of Openings
    Treasury Management
  • Overview

    We are seeking a technical and customer focused professional to join our Cross Plains Main office as a TM Operations Representative! This position provides courteous service to all customers and associates, specifically pertaining to business banking customers.  This role will also perform correspondent bank activities relating to ACH, Wire Transfers, Settlements, etc. as well as monitoring electronic bank activity. 


    • Promote and maintain positive relations with all internal and external contacts, and customers.
    • Answer customer calls and chats relating to the digital banking channels including but not limited to Business Online, Retail Online, Mobile apps, Telebank24, ACH Processing, Merchant Capture (eCourier), PositivePay, ACH Filter and Bill Payment. Calls may include setting up the product for the customer, training the customer on use, providing guidance with ongoing issues/technical support or trouble shooting, etc.
    • Support of Business Online, including the new client set up’s, daily maintenance and verification to the site.
    • Monitor and process PositivePay system, ACH files, Bill Payments, etc. as performed by the customer.
    • Research and assist in problem solving all other customer issues/concerns as needed.
    • Work closely with the Treasury Management Department with the onboarding of new services for our business clients.
    • Participate in customer site visits when needed to assist in TM installs of services and training on systems.
    • Process incoming and outgoing wire transfers for customer and bank as needed through WireXchange, Fedline or FIRE, adhering strictly to the Wire Transfer Policies and Procedures                      
    • Process ACH and Cash Letter items daily – inputting the information to send to the correspondent banks for further processing


    • Associates degree in Computer Science and/or similar field of education and/or 1-2 years previous work experience in a role requiring a high degree of accuracy
    • Excellent communication skills with the ability to interact with customers over the phone.
    • Strong knowledge and comfort level when working with various operating systems and browsers.
    • Ability to work precisely with numbers and financial calculations.
    • Good working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills and the ability and willingness to learn new programs and software
    • Professional interpersonal and communication skills (listening, verbal & written) in order to work with a diverse group of employees.
    • Demonstrated problem solving skills with the ability to make good decisions and exercise independent judgement.


    This position is a full time position with hours of 8am – 5pm Monday-Friday. 


    The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.


    Consistent with State Bank of Cross Plains’ commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us. 



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