Sr. Treasury Management Specialist
About The Position
The Senior Treasury Management Specialist supports and enhances the Bank’s treasury management sales, service, and operational efforts. This role serves as a key partner to Commercial Relationship Managers and internal teams, working directly with business customers to assess needs, implement solutions, and optimize treasury services. This position plays a critical role in expanding and retaining customer relationships, supporting complex product implementations, and driving deposit and revenue growth. The Senior Specialist operates with a high level of autonomy and serves as a subject matter expert within the department.
Requirements
- Bachelor’s degree in Business, Finance, or related field preferred, or equivalent experience
- 4–7+ years of banking or treasury management experience
- Strong knowledge of treasury management products, services, and related systems
- Demonstrated ability to assess client needs and recommend appropriate solutions
- Strong sales, relationship management, and consultative skills
- Advanced problem-solving and decision-making ability
- Strong communication and presentation skills
Responsibilities
- Partner with Commercial Relationship Managers, Branch Managers, and other internal teams to assess and deliver treasury management solutions for business clients
- Proactively identify and pursue sales opportunities to drive deposit growth, fee income, and customer profitability
- Lead onboarding and implementation of treasury management products and services, including more complex client setups
- Serve as a primary point of contact for treasury management clients, providing consultative support and resolving complex issues
- Deliver in-depth operational and technical expertise across treasury products, including: ACH origination and risk controls, Remote Deposit Capture, Positive Pay and fraud mitigation tools, Online wires, sweeps, and account analysis
- Coordinate across departments to ensure smooth implementation and ongoing service delivery
- Perform and/or oversee periodic reviews of ACH, RDC, and other high-risk services to ensure compliance
- Support and contribute to deposit and revenue growth goals through product recommendations and cross-selling
- Assist in developing and delivering training for commercial and retail staff on treasury management products and sales opportunities
- Act as a resource and mentor to junior team members
- Support development and implementation of new products, processes, and procedures
- Ensure compliance with all Bank policies, procedures, and regulatory requirements
- Serve as backup to department leadership on systems, processes, and escalations
- Participate in strategic initiatives and projects as needed
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What This Job Offers
Job Type
Full-time
Career Level
Senior
