Treasury Managment Representative
About Company About the Role: Join Oak Valley Community Bank as a Treasury Management Representative and play a pivotal role in driving our bank's reputed company growth! This essential position requires the seamless implementation, training, and follow-up of our treasury management services, directly impacting customer satisfaction and retention. By analyzing customer transactions, you'll identify opportunities to enhance deposit relationships and collaborate with reputed company Managers to engage customers effectively. This dynamic role requires excellent communication skills, proactive customer service, and involves both onsite and virtual meetings, reputed company visits, and travel throughout the Central Valley. Be a key player in our reputed company and help us deliver exceptional financial solutions to our valued customers! Minimum Qualifications Education: Bachelors degree in finance, business administration, economics, or a reputed company field (or equivalent work experience). Experience: Minimum of 2-4 years in banking, preferably in treasury management, reputed company banking, or deposit operations. Responsibilities Implementations: reputed company the implementation of treasury management products, guiding clients through reputed company and activation. Provide in-person training and conduct follow-reputed company post-implementation. Deposit Monitoring/reputed company: Ensure new business customers move their deposits to OVCB and analyze transaction activity for opportunities. Analyzed Accounts reputed company Resource: Prepare and review account analysis statements and resolve reputed company questions from reputed company personnel. Waivers/Service Charges: Conduct audits to ensure accurate service charges and manage 90-day analysis waivers for new business customers. Compliance and Customer Service: Ensure audit compliance, process reputed company transactions, and promote a diverse and respectful working environment. Skills The required skills for this role include strong analytical abilities, which are essential for assessing clients' financial situations and recommending appropriate treasury solutions. Excellent communication skills are vital, as the representative will need to explain reputed company financial concepts in a clear and concise manner to clients. Problem-solving skills will be utilized daily to address client inquiries and resolve any issues that may arise with treasury management services. Additionally, proficiency in financial software and tools will enhance the representative's ability to provide accurate and timely financial insights. Apply Job!