Treasury Account Manager

Dickinson Financial Corp • Kansas City, MO

2d • $38

About The Position

The Treasury Account Managers are responsible for supporting the Treasury Sales
Officer(s). The role will work as the liaison between the Treasury Sales
Officer, Treasury Support and clients. The role will partner with Credit
Underwriting, Commercial Lending, Loan Operations and Treasury Support to ensure
that any customer request is appropriately completed

Requirements

• High school diploma or equivalent, required.
• Strong attention to detail and ability to complete work accurately.
• Ability to organize work.
• Multi-tasking skills.
• Ability to prioritize work daily to meet deadlines.
• Strong written and verbal communication skills, required.

Nice To Haves

• Financial sales and client service experience, preferred.

Responsibilities

• Open new accounts as instructed by the Treasury Sales Officer(s) including obtaining all required documentation including due diligence and CIP information.
• Prepare Treasury Service Request via AEM for new or modified services and obtain client signatures as appropriate or required.
• Follow up with client(s) and TSA with status updates on new/modifications in process.
• Must be knowledgeable of all business, cash management and treasury management products and services, required documentation.
• May accompany the TSA on calls to customers in the local area.
• Protect all client and bank information confidentially and follow all company policies.
• Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
• Other specified duties as assigned.

Benefits

• Medical
• Dental
• Vision
• 401(k) plan
• Company paid life insurance
• Short and Long-term disability insurance
• Company paid vacation, paid leave and holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED