Treasury Management Specialist

Morris Bank • Dublin, GA

1d

About The Position

Under limited supervision, drive the growth of Revenue and Deposits within the Treasury Services of the bank through advising on serving new and existing treasury management services to clients, and through the establishment of new relationships. This includes providing top quality service to clients, acting as a key communication liaison between clients and the bank, and providing critical documentation and organizational support to the team.

Requirements

• Bachelor's degree in business or finance with sales and marketing emphasis or comparable knowledge gained from practical experience.
• Minimum of three years' experience in banking or serving as a client advisor.
• General knowledge of business deposit products and services.
• Must have high level of professionalism.
• Demonstrates consistent and effective negotiation and teaching skills.
• Work well within a team environment and collaborate closely with internal partners to deliver customer solutions.
• Strong affinity for technology, especially emerging payments technology, as well as expertise in PC and Office applications.
• Strong analytical, negotiation, and problem-solving skills.
• Excellent verbal and written communication skills.
• Must have strong presentation skills.
• Ability to work independently and meet prescribed deadlines.
• Valid driver's license, access to an automobile and ability to travel regionally as required by territory.

Responsibilities

• Manage a portfolio of treasury management clients and execute a strategy to retain and further penetrate existing relationships.
• Manage the treasury management needs of an assigned portfolio of lending clients and work closely with local markets to meet jointly identified goals.
• Performs regular account relationship reviews for new and existing clients.
• Drive growth of revenue and profitability through serving as a trusted advisor and subject matter expert to current and prospective customers, offering a full suite of depository and treasury management services.
• Meet with market teams and Chief Deposit Officer as needed to provide updates on shared relationships and determine future strategies.
• Work closely with the Treasury Services Team, Deposit Operations, and Branch teams to coordinate the servicing and implementation for new services provided to existing and new clients.
• Understand and be able to install, implement, and train Treasury products and services at the customer location as needed. Serve as the first point of contact for the coordination of installation, implementation, and training of products and services.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level