Treasury Solutions Support Specialist
About The Position
The Farm Bureau Bank team is rooted in service, strong relationships, and meaningful results. We offer financial services that support hardworking individuals who recognize the vital role of farming, ranching, and agriculture across the United States. Beyond traditional banking, we cultivate lasting partnerships, nurture growth, and aim to support rural communities that are often underserved by the banking industry. Farm Bureau Bank. Not just branches. Roots. FBB team members enjoy competitive compensation and generous benefits. Affordable Medical, Dental and Vision coverage Outstanding 401k – Employer match up to 5% Paid Volunteer Hours Accrued Paid Time Off (PTO) & Paid Holidays Life Insurance and Long-Term Disability (company paid) Continuing Education Opportunities View all available benefit options at Farmbureau.bank. Hiring in the following states only: GA, NC, SC, TX
Requirements
- High school diploma or general education degree (GED) required with some college work preferred.
- Prefer 2 years’ experience with Treasury Management products and services.
- 3 years’ work experience in the financial services industry.
- 2 years customer contact experience with both internal and external clients.
Responsibilities
- Creates, prepares, processes account and treasury product opening documents for new customers.
- Identify cross sell opportunities within Commercial Banking, Treasury, and the bank’s other lines of business.
- Provide accurate information to establish and edit products and services on back-end systems.
- Responsible for onboarding and training new Treasury clients.
- Serve as the primary point of contact for customers and internal departments during the implementation process.
- Communicate effectively will all levels of external customers and internal partners.
- Follow up with client to ensure proper installation of products and services, taking responsibility to answer questions and make recommendations.
- Assist in gathering information and coordinating proposal responses to lender/prospect.
- Provide customer training/demos for Treasury products and services via Teams.
- Provide service support to all Treasury and Commercial clients, assist questions and provide efficient resolution.
- Respond, track and communicate on unique customer needs and situations to affect a positive outcome when presented with challenges.
- Prepare and update various tracking reports as needed.
- Perform Annual Audit questionnaires with customers by phone and assist with preparation of annual reviews.
- Assist with accurate pipelining and forecasting.
- Understand and communicate the Treasury sales culture and vision with internal teams via preparation and execution of monthly training for referring departments.
- Ensure compliance with Code of Ethics, Anti Money laundering, Bank Secrecy Act, information security, suspicious activity reporting requirements, and follow all policies and procedures.
Benefits
- Affordable Medical, Dental and Vision coverage
- Outstanding 401k – Employer match up to 5%
- Paid Volunteer Hours
- Accrued Paid Time Off (PTO) & Paid Holidays
- Life Insurance and Long-Term Disability (company paid)
- Continuing Education Opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
