Treasury Management Specialist

First Bank, Upper Michigan•Gladstone, MI

About The Position

We are seeking a dedicated and knowledgeable Treasury Management Specialist to join our team. This role is essential in fostering and expanding our depository and online banking relationships within the business community. The ideal candidate will be passionate about delivering exceptional Treasury Management services, supporting our clients' financial needs, and contributing to the growth of our banking solutions. Join our dynamic team and be part of a company that values growth, innovation, and customer success. We offer a collaborative work environment, opportunities for professional development, and a commitment to supporting your career advancement.

Requirements

Extensive knowledge of banking products and services.
Strong understanding of business online banking systems and procedures.
Excellent customer service and relationship management skills.
Proven ability to manage sales and drive revenue.
Strong organizational and communication skills.
Ability to work collaboratively with internal teams and external customers.
Detail-oriented with a focus on compliance and procedural adherence.
Other duties as assigned.
Valid driver’s license and ability to be insured required if driving.
Position requires attendance at meetings.
This role requires a proactive and knowledgeable individual who can effectively manage and grow business banking relationships, deliver high-quality service, and contribute to the Bank’s financial objectives.

Responsibilities

Develop and expand depository and online banking relationships with business clients
Deliver comprehensive Treasury Management services, including Business Online Banking products such as ACH, Wire Transfers, Positive Pay, and Bill Pay
Collaborate with Commercial Banking Officers and other departments to implement banking products effectively
Provide expert support, training, and guidance to customers on Treasury Management solutions
Maintain and strengthen customer relationships through ongoing communication and service excellence
Cross-sell and promote Online Banking products to meet sales targets and drive revenue growth
Monitor and manage the sales process, ensuring customer satisfaction and product adoption
Stay informed about industry trends and new Treasury Management products to offer innovative solutions