Treasury Management Specialist

Parkside Financial Bank & TrustClayton, MO
7d

About The Position

In 2007, four different, but complementary, professionals gathered to discuss a shared vision—assemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business designed specifically to serve the needs of discerning families and privately held businesses. Parkside offers a uniquely fresh perspective on banking, commercial lending, trust and family office services. Our interactive partnership between our clients and our team drives success, builds legacies, and transforms businesses. This is what makes ours An Uncommon Partnership. With offices in St. Louis, Missouri and Denver, Colorado, our dedicated team has grown our bank division to $1.1 billion in assets and our Trust & Family Office assets under management to approximately $3.6 billion. Voted a Top Workplace in St. Louis for five years running, we are proud to build a strong team of Smart, Likeable, Entrepreneurial and Dependable employees. Join Parkside as we help our clients achieve financial success. Experience a rewarding career with robust benefits and professional growth opportunities, within a community of colleagues and friends. We are searching for a Treasury Management Specialist for our growing team. This role requires extensive Treasury Management product knowledge to be able to provide training and day-to-day support contact to Treasury Management clients. This person works integrally with Relationship Managers, Customer Service and Bank Operations’ teams to aid and solutions related to Treasury Management suite of products. The Treasury Management Specialist also helps to support and maintain a consistent, comprehensive product suite as well as updated current databases and documentation.

Requirements

  • High school diploma or equivalent along with 3+ years of business banking experience
  • Technical & Analytical Skills
  • Willingness/Ability to manage projects/project coordination
  • Lead end to end technical implementations of TM product suite
  • Motivated self-starter
  • Ability to navigate and learn new computer systems and websites
  • Detail oriented and highly organized
  • Able to multi-task and prioritize to meet deadlines
  • Able to work both independently and as an integral part of a team
  • Strong verbal and non-verbal communication skills
  • Able to focus on key priorities and thrive in a complex and ever-changing environment
  • Service oriented and patient in stressful and challenging situations
  • Proficient in Excel, Word, PowerPoint, Adobe
  • Willingness to learn and contribute to company’s financial growth and profitability

Responsibilities

  • Revenue generation through coordinated calling efforts – both independent and/or joint calling with RM’s
  • Maintain contact with key decision makers
  • Manage pricing negotiation and proposals
  • Thorough knowledge of Treasury Management products and processes with understanding of how clients utilize them
  • Act as day-to-day support for Treasury Management clients providing ongoing training and problem research and resolution. Takes ownership of client experience by forming relationships and providing efficient and effective solutions
  • Assist in implementing new products and services for clients.
  • Supports deposit scanner installations on-site or by phone
  • Maintain up-to-date client information on Bank system/files to ensure client documentation is accurate and complete
  • Assist in billing and analysis processes
  • Support training clients, lenders, and internal teams on all treasury management products
  • Helps support and maintain product suite to maintain a competitive, high quality service offering
  • Project Management responsibilities involving product enhancements, client communication and documentation
  • Maintain a comprehensive knowledge of related policies, regulations and procedures
  • Develop working knowledge of Enterprise Resource Planning (ERP) system capabilities and integration of treasury products and automation

Benefits

  • Competitive salary with bonus
  • Medical, dental, and vision insurance
  • 401(k) Plan + Employer Match
  • Employee Stock Options
  • Paid 4 Week Sabbatical Program , including $5,000 for travel, with every 5 years of employment
  • 12-week Paid Maternity Leave
  • Tuition Reimbursement
  • Employee charitable giving support
  • Company paid parking & more!
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