AVP, Treasury Management Officer

Ballston Spa National BankTown of Milton, NY
Onsite

About The Position

BSNB is seeking an enthusiastic AVP, Treasury Management Officer to support business banking customers and grow the Treasury Management portfolio. This role involves identifying opportunities for Treasury Management products and services with both existing and prospective customers. The officer will manage the municipality portfolio, serving as the daily direct contact for inquiries, account openings, maintenance, and other account needs. Additionally, the position provides customer support for the implementation and ongoing use of treasury management and remote deposit capture products and services, ensuring timely resolution of issues for new products or changes to existing ones. This position will be located out of the Latham Office.

Requirements

  • Associate's degree in Business or related field
  • A minimum of five years' experience in banking
  • Experience working with multiple banking segments: corporate and small business customers, not-for-profit customers, and government entities
  • Proficiency in word processing and spreadsheets
  • Must be detail-oriented and have demonstrated organizational skills

Nice To Haves

  • Bachelor's degree in Business or related field
  • Two years' Treasury Management experience
  • Experience with pivot tables, data management, and file uploads

Responsibilities

  • Work with other lines of business to identify opportunities for Treasury Management products and services to grow the Treasury Management portfolio
  • Identify opportunities for additional products and services with existing and prospective customers
  • Responsible for the management of the municipality portfolio, serving as the daily direct contact to provide support with inquiries, account openings, maintenance, and other account needs
  • Provide customer support for implementation and ongoing support for treasury management and remote deposit capture products and services
  • Serve as support for customers that have purchased new products and services as well as changes to existing products and services, ensuring timely resolution of issues

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Company-paid life insurance
  • Voluntary insurances
  • 401(k) plan with a company match
  • Pension plan
  • Tuition reimbursement
  • Generous paid time off package
  • 11 paid holidays
  • Professional development

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

Associate degree

Number of Employees

11-50 employees

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