Treasury Management Solution Spec I

Summary:

The Treasury Management Solution Specialist I provides support to the Treasury Management – Business Banking segment and is responsible for onboarding and servicing requests for TM products and services with a focus and awareness of managing risk and adhering to policies and procedures.

Duties and Responsibilities:

• Prioritizes servicing and onboarding requests in a timely and accurate manner, and acts as a key contact for customers

• Provides an advanced level of TM product knowledge & service support by resolving complex issues in a timely and accurate manner

• Performs training to customers on TM products, including troubleshooting, installing software, and may include providing customers with product demos

• Supports TMA with pipeline management, specialist pricing, identifies cross-sale opportunities across portfolio, makes referrals in Max, and creates RFPs, proposals and performas

• Coordinates customer annual renewals for ACH and Wires, in a timely and accurate manner

• Responsible for adhering to Bank’s policies and procedures while maintaining a strong awareness of risk and identifying issues of concern

• Acts as internal resource for inquiries, updates internal reference guides, job aids and other tools used by the team; provides solutions and feedback to team and manager

• Serves as a mentor for new and current colleagues

• Provides backup coverage to the team, as needed, and assists management with special projects and other duties as assigned.

Basic Qualifications:

• Bachelor’s Degree or the equivalent experience of 4 years or more in banking and/or treasury management

• 1+ of banking, including experience with treasury management products, payments, and depository systems

Preferred Qualifications:

• Strong knowledge of a variety of treasury management / cash management software, hardware and operating systems

• Strong organizational and communication skills with the ability to work on numerous tasks simultaneously

• Proven track record of meeting or exceeding goals

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