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 Lender
Position 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 experience
Ability to work in a team environment
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Essential functions and responsibilities:
Assist in opening new accounts for corporate customers
Assist with onboarding of cash management services for new and current customers
Field calls from customers with issues and resolve (working with operations as necessary)
Collect and analyze customer and prospect deposit and merchant account statements
Cross sell cash management products while assisting in onboarding and customer service
Assist with preparing treasury services (including RFP's) proposals and presentations
Assist with new Cash Management /Treasury Services product development
Assist with creating and maintaining monthly cash management reports
Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities
Coordinates 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 information
Abides 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 workplace
Communicates with management and coworkers in order to integrate goals and activities
Cooperates 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 assigned
Success factors/job competencies:
Organizational and time management skills
Ability to work with little or no supervision
Excellent interpersonal and communication skills
Timely and regular attendance
Completes work in a timely manner
Actively seeks coaching
Application Access:
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Physical 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.