Treasury Management Specialist

Job Description

Job Title: Treasury Management Specialist

Department: Treasury Management

Reports to: Treasury Management Sales Manager

FLSA Status: Non-Exempt

Expectations for All Team Members: Supports Legends Banks Mission, Vision, and Values by demonstrating the following characteristics and behaviors with team members, customers, and communities we serve.

L Lead; E Engage; G Grow: E Excel; N Notice; D Do; S Serve

Summary/Purpose:

As the Treasury Management Specialist, you will provide exceptional customer support for business banking clients by facilitating the installation of Treasury Management products, troubleshooting service issues, and assisting with sales efforts. You will collaborate closely with internal teams to provide legendary service to increase customer retention resulting in non-interest income and deposit growth. You will be flexible and willing to assist in other areas to ensure positive growth of the department. You will cultivate relationships with business clients to ensure service needs are met to foster long-term retention. This role requires a highly motivated and solutions-oriented individual who thrives in a fast-paced environment and is passionate about delivering an outstanding customer experience.

Essential Duties and Responsibilities: include the following. Other duties may be assigned.

• Support the bank's strong relationship banking culture through on-going customer contact, quality customer service and superior product knowledge.
• Coordinate and execute the implementation of Treasury Management products, including ACH, remote deposit capture, positive pay, online banking wire transfers, merchant, lockbox, and other Treasury Management solutions.
• Provide training to clients on the use of Treasury Management products and services.
• Ensure proper documentation and compliance requirements are met for all product installations.
• Partner with Electronic Banking team to ensure implementations and on-going customer support are in line with sales goals along with assisting in treasury management annual reviews and on-sites.
• Provide technical and operational support to customers on all Treasury Management products and services.
• Assist in promoting Treasury Management and Merchant Service solutions to new clients and support existing client retention while gradually assuming direct sales responsibilities to drive department growth.
• Partner with Relationship Managers, Lenders, and Branch staff to identify customer needs and recommend appropriate Treasury Management solutions.
• Assist in preparing proposals, presentations, and product demonstrations for prospective and existing clients.
• Educate internal teams on Treasury Management products and services to enhance cross-selling.
• Participate in customer meetings, events, and webinars to promote Treasury Management solutions.
• Receive training to develop your knowledge of Treasury Management and Merchant Service solutions.
• Stay updated on industry trends, technology, and industry updates.
• Support special projects, process improvements, and other initiatives as assigned.

Required Skills and Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE

High School diploma or equivalent. 2 years banking experience preferred.

KNOWLEDGE, SKILLS, and ABILITIES:

• Team player and team builder with exceptional interpersonal and collaboration skills.
• Highly motivated, self-starter with strong organizational skills, time management, negotiation skills, and attention to detail.

• Must be self-motivated with a proactive approach.
• Must be dependable and work independently.
• Knowledge of payment processing and technology and awareness of industry trends.
• Exceptionally customer focused and customer centric.
• Excellent verbal and written communication and presentation skills.
• Technically savvy with a deep understanding of Treasury Management and Merchant Services products and services.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) products.
• Maintain a respectful, courteous work environment free of unlawful discrimination and
  harassment of any kind.
• Strong problem-solving, analytical, research and decision-making abilities are required.
• Take ownership of errors and find ways to correct them appropriately.
• Must be able to multitask and can be flexible in adapting to change.
• Ability to organize and prioritize work.
• Ability to identify opportunities to support customer needs.
• Ability to travel.
• Perform additional responsibilities as assigned.

Working Conditions:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

• While performing duties of position, employee is regularly required to sit, stand, walk, talk and hear.

• Requires regular use of hands, arms, and fingers.
• Includes some bending, reaching and occasionally lifting and/or moving up to 25 lbs.
• Specific vision abilities required by this job include close, distance, color, depth perception, peripheral vision, and the ability to focus.
• The noise level in the environment is usually minimal.

• Ability to travel to branches within bank footprint or customer locations as needed.
• Ability to travel to post office and transport sensitive information.
• Ability to use facsimile, photocopier, and other general office equipment frequently.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.