What are the responsibilities and job description for the Remote Treasury Management Specialist | WFH position at Get It - Finance?
Treasury Management Specialist - Remote | WFH
Job Overview
We are in search of a meticulous and relationship-driven Treasury Management Specialist who possesses a strong enthusiasm for finance and a commitment to fostering business success. This position is integral to our team, as you will be pivotal in addressing the cash management requirements of our business members. By joining our dynamic organization, you will not only utilize your expertise but also cultivate meaningful relationships and contribute to our ongoing growth.
Key Responsibilities
This role offers substantial opportunities for professional development and advancement within the organization. You will gain exposure to a variety of cash management products and services, promoting your career trajectory in the finance sector.
Company Culture And Values
We pride ourselves on a collaborative work environment that prioritizes exceptional service to our members. Our commitment to professionalism, teamwork, and continuous improvement fosters an atmosphere conducive to both personal and professional growth.
Networking And Professional Opportunities
As part of our organization, you will have numerous opportunities to network with industry professionals, enhancing your skills and collaborative efforts within a supportive and engaging environment.
Employment Type: Full-Time
Job Overview
We are in search of a meticulous and relationship-driven Treasury Management Specialist who possesses a strong enthusiasm for finance and a commitment to fostering business success. This position is integral to our team, as you will be pivotal in addressing the cash management requirements of our business members. By joining our dynamic organization, you will not only utilize your expertise but also cultivate meaningful relationships and contribute to our ongoing growth.
Key Responsibilities
- Establish new depository accounts to meet member needs.
- Prepare, monitor, and manage product agreements and setup documentation.
- Maintain ongoing communication and service for members and prospective clients.
- Collaborate with commercial and cash management teams to meet collective objectives.
- Promote and refer additional services to individuals, businesses, non-profits, and governmental entities.
- Aid in the delivery and maintenance of various cash management services, including digital banking and fraud prevention mechanisms.
- Assist in crafting proposals and responding to Requests for Proposals (RFPs).
- Deliver outstanding member service through effective communication and problem resolution.
- Participate in marketing initiatives and promotional strategies.
- Attend training and meetings to remain updated on policies, regulations, and procedures.
- Perform additional duties as required.
- Strong analytical and problem-solving capabilities.
- Exceptional attention to detail and precision.
- Excellent verbal and written communication abilities, including presentation skills.
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Familiarity with web-based software and financial platforms.
- Knowledge of NACHA rules, FFIEC guidelines, and cash management products.
- A high school diploma or equivalent is required; a Bachelor's degree in Business, Accounting, Finance, or a related discipline is preferred.
- A minimum of 4 years' experience in a financial institution is essential.
- Experience collaborating with businesses, non-profits, and public fund organizations is highly advantageous.
- Proven capability to compose clear and concise reports, memos, and correspondence.
- A solid grasp of cash management and business deposit products is necessary.
This role offers substantial opportunities for professional development and advancement within the organization. You will gain exposure to a variety of cash management products and services, promoting your career trajectory in the finance sector.
Company Culture And Values
We pride ourselves on a collaborative work environment that prioritizes exceptional service to our members. Our commitment to professionalism, teamwork, and continuous improvement fosters an atmosphere conducive to both personal and professional growth.
Networking And Professional Opportunities
As part of our organization, you will have numerous opportunities to network with industry professionals, enhancing your skills and collaborative efforts within a supportive and engaging environment.
Employment Type: Full-Time
