Treasury Management Support Associate

Description

Oakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Birmingham, AL!  We are looking for a full-time Treasury Management Support Associate who will play a vital role in supporting our current & future clients.   An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).
 

Summary:
The Treasury Management Support Associate supports the onboarding and maintenance of Treasury Management (TM) services, including ACH, RDC, Wire Transfers, and Online Banking. They manage credit and P-Card applications, assist Treasury Management Advisors/Specialists with agreements and approvals, and ensure accurate tracking and reporting. Additionally, they support TM proposals, data entry, and marketing requests to enhance efficiency and client relationships.

Key Roles/Responsibilities:

• Expanding Existing Relationships – Adding accounts to ACH, RDC, WT or OLB, including documentation and CRM (Spotter) entry.
• Credit Card Application Processing – Centralizing the credit & P-Card application process with Treasury Management Team serving as a backup.
• OLB Account Management – Reviewing and approving the OLB queue, handling communications and processing internal requests and limit requests.
• Treasury Management Support – Assisting TM Advisors with compiling and distributing TM agreements and internal approval documents, ensuring accurate and timely CRM entry (Spotter), providing TM reports and tracking, and facilitating annual client reviews.
• TM Proposal and Marketing Requests – Supporting the creation of presentations, entering pro forma data, and fulfilling requests for TM marketing materials.

Responsibility Details:

• Provide support for all Oakworth markets in managing treasury management documentation for both new and existing client relationships. 
• Responsible for the addition of accounts such as ACH, RDC, WT or OLB ensuring proper documentation in CRM (Spotter) for a seamless process.
• Process all business credit card and purchasing card applications.
• Review and approve the online banking (OLB) queue, ensuring timely communication and efficient handling of internal requests.
• Support Treasury Management Advisors and Specialists by compiling treasury management agreements and internal approval documents.
• Prepare reports and maintain tracking for treasury management.
• Facilitate annual client reviews.
• Assist with presentations and respond any treasury management marketing requests.
• This role involves occasional in-person client meetings, offering opportunities for direct engagement and relationship building.

Qualifications and Skills:

• Associate degree or bachelor’s degree preferred
• 1-3 years of related experience (banking preferred)
• Experience with a Client Relationship Management (CRM) system a plus
• Detail-oriented, accurate and organized
• Team-focused (collaborative, works well with others, supports team goals)
• Excellent communication skills – verbal, written, listening

Oakworth has been recognized as a Best Bank to Work For by American Banker Magazine for the last eight years, with six of those holding the top spot & ranking #2 in 2024.  To learn more about our story and what makes Oakworth unique, visit https://www.oakworth.com/.

If you are interested in this excellent opportunity, please send your resume to brooke.kline@oakworth.com.   

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Qualifications