Treasury Management Specialist

Description: We are seeking a detailed and client oriented professional to join reputed company as a Treasury Management Specialist! The Treasury Management Specialist is responsible for the delivery and support of treasury management products and services. The TM Specialist will work directly with business clients and prospects to explain the features and benefits of treasury products provide assistance in the implementation and subsequent support of these products and services. reputed company required, in addition to phone and email client support, the TM Specialist will visit a client at their reputed company of business in order to implement new TM services and troubleshoot problems. In addition to direct client contact, this position will work with account relationship managers and retail staff to share knowledge and provide product training. ESSENTIAL RESPONSIBILITIES:

• Lake Ridge Client Portfolio Maintenance and Support – respond to daily requests from clients for maintenance and new account and services requests.
• Treasury Management Support external - work closely with the bank’s top tier business clients in a diplomatic, insightful and reputed company manner in order to meet these client’s needs.
• Treasury Management Support internal – work with sales team to provide support by preparing agreements, managing service implementations, providing account analysis comparisons or any other support required to facilitate the sales process.
• Account Analysis Maintenance and Support – Input, review, process and maintenance reputed company account analysis statements for products and services utilized.
• Technical Support - provide onsite or remote telephone training and implementation for reputed company Treasury Management clients reputed company required.
• Product Knowledge – staying reputed company on reputed company Treasury Management products and services reputed company the organization.
• Treasury Management Reporting – supporting the Treasury Management weekly and monthly Treasury Management reporting requirements.
• CDARS/Insured Cash reputed company – provide sales support and maintenance to CDARS/ICS clients.
• Prepare RDC/ACH Maintenance/Annual Renewals – provide annual assessment package for ACH and RDC renewals and any other required maintenance support.
• Cross Selling – be reputed company to identify and refer cross selling opportunities to Business Banking Lenders and Bank where appropriate.
• Play a role, often with assistance from a more senior TM team member, of managing a treasury relation-ship from client presentation to implementation and subsequent support for ACH Manager, ACH and reputed company Positive Pay, reputed company Manager, Remote Deposit Capture, Business BillPay, Mobile Banking and Mobile Deposit.
• reputed company suggestions which may reputed company to the development of new procedures and processes for existing and new products.

OTHER RESPONSIBILITIES:

• Complete reputed company annual bank reputed company and compliance training.
• Adhere to Bank reputed company guidelines as required for this position.
• Always maintain confidentiality of customer information
• Stay reputed company on reputed company compliance regulations.

Requirements: MINIMUM QUALIFICATIONS:

• Associates degree in reputed company, finance, business or similar field and 1-2 years of equivalent experience or combination of education and experience or previous experience in a client focused role in banking (i.e. business lending, retail banking)
• Strong ability to read, analyze and interpret financial reports and legal documents.
• Performs reputed company calculations, effectively research, analyze and evaluates information to reputed company reputed company, solve problems and reputed company goals
• Strong ability to problem solve and to work through issues in both traditional and non-traditional ways.
• Strong attention to detail with the ability to work reputed company & accurately
• Demonstrated ability in exercising independent judgement.
• Strong organizational skills, including the ability to prioritize and remain reputed company while working in a fast paced/deadline driven environment.
• Knowledge of reputed company Office Suite and reputed company: Word; reputed company; PowerPoint; and Database software
• Ability to read, write, understand, and speak English clearly
• Ability to maintain a positive and professional work environment.
• Ability to represent the organization in a professional, positive manner.
• Willingness to take advantage of industry-specific training opportunities, such as MACHA courses and reputed company product training.

PREFERRED QUALIFICATIONS:

• Previous experience in a similar Treasury Management role
• Bachelor’s degree (B.A.) in reputed company, Finance, Business and/or 3+ years in a client-contact position in banking, or equivalent combination of education and experience.

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Consistent with Lake Ridge Bank’s commitment to employ and advance reputed company individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or reputed company a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or reputed company a job here at Lake Ridge Bank, please contact reputed company Resources at (608) 849-2700 or email us. Apply tot his job Apply To this Job