Treasury Management Specialist
Responsible for the maintenance, implementation and sales of the treasury services provided by the Bank's to business clients. Business services provided include Treasury Management, Business Online Banking, Remote Deposit, and Merchant Services.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Attends individual and joint sales calls with lending officers and other product specialists throughout the Bank.
- Assists customers with all forms of electronic banking services; not limited to Personal Online Banking, Mobile Banking, Telebanker and Debit Cards.
- Assists with business services for existing and new customers.
- Oversees the installation and implementation of treasury services.
- Assists with the training of the branch staff to identify prospective customers and cross-sell to existing customers.
- Researches and reports to management on competitors' products and marketing strategies.
- Recommends changes to make business products and services more competitive and profitable.
- Researches industry trends and new products related to cash management services.
- Develops and maintains procedures associated with business services.
- Provides statistical data for treasury services for monthly reporting and as requested.
- Assists with department projects.
- Assists in answering calls and other inquiries into the department as needed.
- Provides training and information regarding business services to department and other bank personnel.
- Backs up morning return processing.
- Sets up and maintains Sweep accounts.
- Sets up and maintains CDARS accounts.
- Opens Business Accounts for Customers.
This job has no supervisory responsibilities.
This is a performance based position. Applicants must be dependable, have good organizational, computer and communication skills. Must have ability to work efficiently without close supervision with a professional attitude/appearance. EOE MFDV
2 days ago
Job Description Summary Responsible for the maintenance, implementation and sales of the treasury services provided by the Bank's to business clients. Business services provided inclu
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