What are the responsibilities and job description for the Remote Treasury Management Specialist position at Get It - Professional Services?
Job Overview
We are seeking a highly motivated Treasury Management Specialist to join our esteemed financial services team in a remote capacity. This position is designed for individuals who are committed to delivering exceptional service while assisting businesses in optimizing their cash management strategies. As an integral member of our team, you will focus on servicing and maintaining cash management products, establishing and nurturing effective relationships with clients.
Key Responsibilities
This position offers a pathway for professional growth within our organization, allowing you to enhance your financial expertise and client service capabilities.
Company Culture and Values
We are dedicated to fostering a collaborative and supportive workplace where team members can thrive and contribute to meaningful outcomes. If you are looking to combine financial acumen with outstanding client service, we invite you to apply and become part of our dynamic team.
Employment Type: Full-Time
We are seeking a highly motivated Treasury Management Specialist to join our esteemed financial services team in a remote capacity. This position is designed for individuals who are committed to delivering exceptional service while assisting businesses in optimizing their cash management strategies. As an integral member of our team, you will focus on servicing and maintaining cash management products, establishing and nurturing effective relationships with clients.
Key Responsibilities
- Facilitate the opening and management of depository accounts for businesses.
- Prepare, monitor, and organize agreements and documentation related to cash management services.
- Ensure seamless service delivery through ongoing support and coordination.
- Collaborate with cross-functional teams to achieve organizational goals and enhance client experiences.
- Promote additional financial services to businesses, nonprofit organizations, and governmental entities.
- Support the establishment and maintenance of cash management services, including:
- Digital Banking & Cash Management Modules
- Remote Deposit Capture
- Merchant Services
- Fraud Controls
- Business Credit Cards
- Sweeps & Treasury Products
- Assist in preparing proposals and responding to Requests for Proposals (RFPs).
- Provide exceptional client support by actively listening and addressing concerns.
- Remain informed on policies, procedures, and financial regulations.
- Perform additional duties as necessary to support cash management operations.
- Strong analytical and critical thinking capabilities.
- Exceptional attention to detail and accuracy.
- Excellent verbal and written communication skills.
- Proficient in Microsoft Office Suite, with a strong emphasis on Excel and PowerPoint.
- Familiarity with web-based financial platforms and software tools.
- Ability to deliver world-class service and efficiently resolve client issues.
- Knowledge of NACHA rules, FFIEC guidelines, and pertinent financial regulations.
- Understanding of cash management products and associated agreements.
- A Bachelor's Degree in Business, Finance, Accounting, or a related field is preferred.
- A minimum of 4 years of experience in the banking, credit union, or financial services sectors.
- Experience in working with businesses, nonprofit organizations, and public fund entities.
- Strong writing skills for professional report generation and correspondence.
This position offers a pathway for professional growth within our organization, allowing you to enhance your financial expertise and client service capabilities.
Company Culture and Values
We are dedicated to fostering a collaborative and supportive workplace where team members can thrive and contribute to meaningful outcomes. If you are looking to combine financial acumen with outstanding client service, we invite you to apply and become part of our dynamic team.
Employment Type: Full-Time
