Treasury Service Representative

Cornerstone Bank - Overland Park, KS • Overland Park, KS

2d • Onsite

About The Position

The Treasury Service Representative supports the onboarding, implementation, maintenance, and servicing of treasury management products and services for clients. The role works with sales and operations teams on data gathering and commercial account openings and acts as an operational partner and liaison to Treasury Management Sales, Commercial Banking, and Operations to provide a seamless client experience. The representative develops service plans, meets annual service goals and activity targets, makes regular client calls, analyzes customer needs, and maintains knowledge of products, pricing strategies, technical tools, and sales strategies.

This position is based in a typical bank lobby and office environment on the first floor of the building. It is largely sedentary, with time spent both stationary and moving around the bank or outside it. The role involves frequent use of a computer monitor and standard office equipment, communication with staff and customers, and occasional movement of items weighing up to 25 pounds. The work environment is usually quiet to moderate.

Requirements

• Customer service experience in a traditional bank, including new client onboarding, is required.
• Strong verbal and written communication skills.
• Strong analytical skills.
• Functional knowledge of Microsoft Office applications, including Excel, Word, and PowerPoint.
• Familiarity with financial software.
• Attention to detail and ability to work under deadline pressure.
• Ability to maintain regular attendance and punctuality, work without direct supervision, sustain attention despite interruptions, multitask accurately, perform under stress, interact appropriately with customers and colleagues, work to deadlines, and contribute as part of a team.
• Ability to remain stationary for 50% of the time and move around the bank and/or outside the bank for 50% of the time; use hand and finger dexterity and visual acuity; communicate with staff and customers; occasionally access office files and equipment; and occasionally move items weighing up to 25 pounds.
• Candidates must complete a pre-employment background and credit screening.

Nice To Haves

• Bachelor’s degree in a business-related field preferred.
• Two years of customer service experience in a traditional bank, including new client onboarding, preferred.

Responsibilities

• Leverage client relationships to generate business.
• Partner with Treasury Sales and Commercial Lenders to ensure product setups meet client needs.
• Conduct client onboarding calls to review service setup, documentation requirements, system configuration, and timelines.
• Serve as the primary contact for remote deposit capture (RDC) installation, maintenance, and annual reviews.
• Generate core deposits and treasury revenue by contacting existing and prospective bank clients through in-person, telephone, and email communications.
• Collaborate with and support Commercial Bankers on new opportunities and develop service and sales strategies for internal loan clients.
• Present prospective clients with ideas for managing banking in a more automated, timely, and cost-efficient manner.
• Create customer proposals and manage the Treasury Services process from start to finish.
• Proactively communicate banking changes that may affect clients.
• Maintain accurate service pipelines, calling activity reports, and closed business reports for clients and prospects.
• Maintain thorough knowledge of the Bank’s products and services.
• Follow policies and procedures and complete tasks accurately and on time.
• Monitor and prepare required reports.
• Support audit and compliance requests and ensure compliance with applicable regulations.
• Perform other duties as assigned.

Benefits

• Competitive wage and attractive benefits package.
• Health, dental, and vision insurance, including company contribution.
• Voluntary short-term disability and company-paid long-term disability.
• Company-paid life insurance and identity theft insurance.
• 401(k) retirement plan with company match.
• Paid Time Off (PTO) and paid holidays.
• Telecommute days.
• Professional development.
• Dress for Your Day dress code, Red Fridays and special event days, fitness reimbursement program, financial wellness program, quarterly birthday events, team-building events, social events, and work-life employee assistance programs.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed