Treasury Management Advisor II

Centennial Bank-posted 4 days ago
Full-time • Mid Level
Tampa, FL
1,001-5,000 employees
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The Treasury Management Advisor II is responsible for sales of cash management products to new and existing commercial customers with a focus on generating fee income. They will provide on-going support to customers that utilize cash management products assuring customer satisfaction. Responsible for assisting others with customer calling efforts by preparing comparative analysis and making product recommendation. The employee should be knowledgeable on cyber security and measures to take to circumvent risk.

  • Consult with prospective clients to determine cash management and other banking product needs.
  • Prepare necessary documentation (applications, contracts) for implementation of services sold.
  • Make on-site visit for installation of services sold where applicable.
  • Make follow up calls with commercial clients to ensure customer satisfactions with services.
  • Serve as liaison between commercial customers and operations through early stages of relationship.
  • Prepare responses to RFP's to include a cost analysis of banking services.
  • Support calling efforts of bank staff to attract and retain new business.
  • Conduct training sessions for lenders, business development and retail staff of benefit of products.
  • Work with management to determine ongoing risk assessment processes.
  • Participate in groups or committees that impact product offering related to commercial services.
  • Educate customers on the importance of cyber security and measures to take to circumvent the risk.
  • The ability to work in a constant state of alertness and in a safe manner.
  • Complete required BSA/AML training and other compliance training as assigned.
  • Perform any other related duties as required or assigned.
  • Broad knowledge of such fields as accounting, marketing, business administration, finance, etc.
  • Equivalent to a four year college degree, plus 5 years related experience and/or training, or equivalent combination of education and experience.
  • Ability to write reports, business correspondence, and policy/procedure manuals
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
  • Intermediate: 10-Key, Presentation/PowerPoint, Spreadsheet, Word Processing/Typing
  • Basic: Accounting, Alphanumeric Data Entry, Contact Management, Database, Human Resources Systems, Payroll Systems
  • Certified Treasury Professional (CTP) Credential
  • Accredited ACH Professional
  • Bilingual in English/Spanish
  • Overnight travel may be required.
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