What are the responsibilities and job description for the Treasury Management Specialist position at TEXAS SECURITY BANK?
Job Details
Description
The Treasury Management Specialist III (TMS III) has three primary job functions/objectives; 1. Assist Relationship Managers (RM1 and RM 2) with the implementation of new deposit and cash management services for their clients and prospects. 2. Manage and grow their assigned portfolio. 3. Solicit referrals for our revenue generating strategic partner products/services. To accomplish these objectives, the TMS III will be expected to work in direct partnership with their assigned RMs including attending client/prospect meetings with or without the RMs while representing themselves as the bank’s deposit/tm specialist. While working with their clients/prospects and the clients/prospects of the RM/PM the TMS III will be expected to assess the need for strategic partner services and refer accordingly while also meeting assigned production measurements.
Responsibilities:
- Uphold all TSB core values.
- Advanced knowledge in deposit, treasury management and strategic partner services.
- Advanced knowledge of commercial entity structure and documentation.
- New Account opening and packaging.
- Treasury Management documentation preparation.
- Account Analysis pricing proposals.
- Product demonstration and implementation.
- Product and Service enhancements.
Qualifications
Required Qualifications:
- 4 years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operations, sales or customer service background.
- Advanced experience, knowledge and training in bank terminology, deposit products/services, treasury management products/services, new account opening guidelines (CIF/Red Flags) as well as commercial entity documentation requirements.
- Advanced knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
- Advanced computer skills including a working knowledge of Microsoft Word, Outlook, Excel and PowerPoint.
- Advanced math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
- Superior oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
- Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
- Strong leadership/management background.
- High level of organizational and time management skills.
- Current Texas driver’s license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and/or responsibilities.
Preferred Qualifications:
- College degree.
Why join Texas Security Bank:
We are more than just a Bank. Are you ready to join a team of Champions? Texas Security Bank is proud and honored to be an award-winning organization where our employees serve as brand ambassadors to our customers, our community and each other. The TSB core values; integrity, growth, team players, independent thinking, exemplary customer service, winning, innovation, collaboration, discipline to process and diligence are the principles established that determine how we conduct ourselves and our business decisions.
Texas Security Bank is a place where you will be challenged to excel and given room to grow as a valued part of one of North Texas’ fastest-growing community banks. We are honored to be a Best Workplace by the Dallas Business Journal, the Dallas Morning News, and the Best Workplace Institute. The awards are a reflection of our positive workplace culture and a distinction we are proud to have earned. We work hard every day to ensure our employees know they are valued and appreciated.
We invest more resources in business education for owner managed businesses than other banks. Our focus on continuing education is truly unique and needed. We Elevate the Champions of Free Enterprise in an era where little differentiation among banks exists. Our focus on education isn’t just for our customers- it’s for our employees as well.
About Us:
Texas Security Bank is an independent bank focused on the success of independent business owners. Most banks are institutional. We’re entrepreneurial. We were founded in 2008 and have grown to over $1 Billion in total assets. We do more than offer services to customers; we solve problems. We are unique in the banking industry with a mission to ‘Elevate the Champions of Free Enterprise’ and are committed to reinforcing the mission by educating business owners, elevating our customers and the community, and leading through innovation and exemplary customer service. As an organization that celebrates its wins, we are honored to be named the Dallas Morning News People’s Choice Award for Best Bank in DFW, Dallas Business Journal’s Best Place to Work and have a Net Promoter Score of 87.8 when the banking benchmark average is 30.
