Treasury Management Specialist

Montecito Bank & Trust•Oxnard, CA

1d•Hybrid

About The Position

As a Treasury Management Specialist, you will deliver a World Class Experience to clients by serving as the Bank’s subject matter expert for Treasury Management service and sales. The Treasury Management Specialist will be the Bank’s primary field representative for in-person product installation, periodic site visits, and on-site client training. Acts as a liaison between various internal Bank partners. Recommends approval of RDC, wire, and ACH limits to appropriate approvers. Prepares contracts and maintains customer files, tracks sales records, monitors product usage and system operations, and resolves problems within given authority. Responsible for collecting data for proposals and coordinating a written response. You will be located in Oxnard, CA with the opportunity for a hybrid work schedule, and travel throughout the Bank’s southern footprint (Carpinteria to Thousand Oaks) when necessary.

Requirements

A college degree preferred or equivalent work experience.
3-5 years of experience in banking sales, extraordinary client service, and client/prospect calling required.
Online Banking/Cash Management sales or service experience preferred.
Proven experience in deposit relationship management, business banking, or a similar role required.
Excellent communication skills with the ability to build rapport with clients required.
Professional demeanor with a focus on integrity, accountability, and confidentiality required.

Nice To Haves

Online Banking/Cash Management sales or service experience preferred.

Responsibilities

Assist with on-site installation of software tools and systems; independently determine the most effective implementation process for the client.
Assist with Cash Management service responsibilities including annual reviews and site visits, troubleshooting complex customer issues, and managing the sales, delivery, and servicing of products and services.
Provide written updates of procedures, user guides, and content on Bank website as needed.
Participate in testing of system conversions, releases, and upgrades.
Serve as a trusted treasury management advisor to clients and Bank personnel.
Track and document all sales activity in Bank-provided CRM system.
Partner with other lines of business to provide sales support for current or perspective clients.