Treasury Management Specialist II

Pinnacle Bank/Bank of Colorado•Greenwood Village, CO

13d•$70,000 - $80,000

About The Position

The Treasury Management Specialist provides support to the Treasury Management team by assisting business clients with onboarding and troubleshooting for online banking services. The role helps implement treasury products, enter data accurately, deliver customer service, meet assigned sales and referral goals, manage sales pipelines, support sales strategies and sales activities, and contribute to operational efficiency, client satisfaction, and business growth. The position works with Treasury Management Sales Officers, relationship managers, market leaders, branch teams, and internal teams such as E-banking and Operations. It also maintains onboarding and compliance records, follows banking requirements, and participates in special projects and process improvements. The schedule is Monday through Friday, 8 a.m. to 5 p.m.

Requirements

High school diploma or equivalent experience in banking.
Knowledge of bank operations, especially treasury management services.
Knowledge of word processing, spreadsheet, and database software.
Problem-solving and decision-making skills.
Ability to communicate effectively with management, customers, and coworkers.
Accuracy and attention to detail.
Ability to create an organized and efficient work environment.
Ability to meet deadlines and multitask.

Nice To Haves

Previous experience with computer software.
Bookkeeping experience.

Responsibilities

Assist with setting up business clients on online banking platforms, ACH, wires, remote deposit capture, and fraud prevention tools.
Troubleshoot technical issues involving online banking, security tokens, and file transmissions.
Coordinate with E-banking, Operations, and other internal teams to resolve client issues.
Enter client and product setup information accurately into treasury systems.
Maintain records of onboarding activities, service requests, and compliance documentation.
Respond to client inquiries by phone and email and provide training and guidance on treasury services and online banking features.
Meet assigned individual and team sales, referral, calling, and product penetration goals.
Maintain an accurate and current sales pipeline, including prospects, opportunities, proposals, implementations, and closed business, in the designated tracking system.
Monitor pipeline activity, next steps, expected close dates, product opportunities, and projected revenue or deposit impact; provide regular updates to Treasury Management leadership and Sales teams.
Partner with Treasury Management Sales Officers, relationship managers, market leaders, and branch teams to identify prospects, deepen relationships, and prioritize sales opportunities.
Analyze pipeline results, win and loss trends, product adoption, and sales activity; identify gaps, recommend next actions, and improve sales effectiveness.
Follow BSA, KYC, internal audit, and banking regulatory requirements during onboarding and maintenance, and maintain confidentiality.
Participate in assigned special projects, process improvements, and departmental initiatives.
Communicate effectively with coworkers and customers during regular business hours and, if necessary, before or after regular business hours.
Perform other duties as assigned.

Benefits

Eight paid holidays for employees working at least 35 hours per week.
17 PTO days each year for the first five years of employment for employees working at least 35 hours per week; PTO accrual begins after completing the 90-day introductory period.
16 hours of paid sick time upon hire.
Health insurance.
Dental insurance.
Prescription drug card.
Vision insurance.
Voluntary life insurance plans.
Health savings account with employer contributions.
Flexible medical and dependent care spending plans.
401(k) plan after three months and the start of the next quarter, with employer contributions and profit sharing.
$50,000 group term life insurance.
Long-term disability insurance.
Employee assistance program. Benefits are modified for employees working fewer than 35 hours per week.