FCBank, Treasury Management Analyst

CNB Financial CorporationWorthington, OH
Hybrid

About The Position

Entry-level sales support, commercial customer service, and new service/account onboarding. Assists in promoting all treasury management to maintain and grow the division commercial portfolio. Includes: Coordinating and storing all required documentation, new service demonstrations and training, account/service maintenance, pricing changes, and ongoing commercial customer service. May be full-time or seasonal.

Requirements

  • One (1) year certificate from college or six (6) months related experience and/or training, or equivalent combination of education and experience.
  • Treasury Management, Banking or Financial Services background strongly preferred.
  • Strong attention to detail and ability to manage multiple priorities.
  • Highly organized, self-motivated, and effective working both independently and within a team.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Ability to read, interpret, and apply technical documentation and merchant service agreements.
  • Strong digital literacy, including comfort with email, internet, and financial systems.
  • Experience with or ability to learn systems relevant to merchant and treasury support functions.
  • Ability to read, comprehend, and interpret documents.
  • Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization.
  • Ability to communicate to clients directly and effectively.
  • Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use.
  • Prior experience or the ability to learn all computer programs pertinent to performing treasury management and merchant- related job duties.
  • Ability to add, subtract, multiply, and divide in all units of measure.
  • Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
  • Ability to solve challenging problems involving several variables in a standardized situation.

Responsibilities

  • Responsible for support of all treasury management such as: deposit accounts, merchant services, business purchasing cards, On-Site Banker, and online banking, etc.
  • Primary contact for commercial deposit products and services customer service and third-party vendor questions.
  • Assists in treasury training to branches and other internal partners.
  • Intensifies issues to Treasury Sales Officer and/or operations, as needed.
  • Coordinates ordering equipment and supplies from various vendors, as well as equipment installation support.
  • Works with all business development officers to help promote deposit products and services to commercial business customers.
  • Provide administrative assistance for the Treasury Management Officers including preparing sales materials, providing technical support, fee billing, and processing maintenance on accounts.
  • Provide reporting and analysis, as requested.
  • Reports and manages exception items.
  • Completes audit research, as requested.
  • Possesses and displays a positive demeanor in managing change, working and communicating with others and adhering to policies, procedures, and customer service standards.
  • Fosters relationships with customers and businesses, community and civic organizations to promote goodwill and generate new business.
  • Actively participates in the community.
  • Actively promotes and refers products and services by uncovering and listening to customer needs.
  • Provides an outstanding customer experience to explain and implement solutions.
  • Promote awareness and adoption of digital treasury products in partnership with business development teams.
  • Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives.
  • Proactively pursue relevant learning opportunities and complete assigned training courses.

Benefits

  • Medical, Dental, Vision & Life Insurance
  • 401K with company match
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs
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