Treasury Management Associate
About The Position
Establishes and maintains relationships with clients in conjunction with the Lenders and Retail banking staff. Evaluates needs of potential customers and offers appropriate solutions to best fit the needs of the client. Performs treasury product onboarding and maintenance to all TM clients and troubleshooting which includes online access, ACH, positive pay, RDC Installs and renewals. Support the onboarding process for new treasury management clients, including gathering required documentation and coordinating with internal teams to ensure smooth transition. Stay informed about industry trends, competitor offerings and regulatory developments to support sales efforts. Respond to client and internal inquiries and requests for information in a timely and professional manner. Assess products, services, rates and fees in the market and make recommendations to complete deposit relationship analysis. Be an active member in the community and participate in events that promote the bank.
Requirements
- Associate degree or equivalents banking experience
- Previous experience in a customer support role
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
- Strong organizational and time management skills
- Positive attitude and willingness to learn and adapt
- Expert knowledge in treasury services and commercial banking
- Ability to work directly with clients in person, on the phone or email
Responsibilities
- Establishes and maintains relationships with clients in conjunction with the Lenders and Retail banking staff
- Evaluates needs of potential customers and offers appropriate solutions to best fit the needs of the client
- Performs treasury product onboarding and maintenance to all TM clients and troubleshooting which includes online access, ACH, positive pay, RDC Installs and renewals
- Support the onboarding process for new treasury management clients, including gathering required documentation and coordinating with internal teams to ensure smooth transition
- Stay informed about industry trends, competitor offerings and regulatory developments to support sales efforts
- Respond to client and internal inquiries and requests for information in a timely and professional manner
- Assess products, services, rates and fees in the market and make recommendations to complete deposit relationship analysis
- Be an active member in the community and participate in events that promote the bank
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
