Associate Treasury Management Officer

Essential Duties And Responsibilities

• Develop a strong TM product background.
• Understand the full suite of services, how the services are delivered within the bank, and product applicability to client situations and scenarios.
• Prepare pro-forma pricing and assist with pricing questions and research.
• Support in TMO pre-call planning, client research, and identifying cross sell opportunities within the territory.
• Create sales presentations, RFP responses, account schematics, relationship reviews, and other sale-related materials as requested.
• Analyze information and apply critical thinking to design and/or execute client solutions.
• Interact with internal/external clients to gather or clarify information and/or expand existing client relationships.
• Articulate recommendations to customers in response to client servicing and product-related inquiries.
• Aid in managing TM relationships including, but not limited to, renewals of limits for RDC and ACH exposure.
• Assist with management of TM relationships including, but not limited to, renewals of limits for RDC and ACH exposure.

Qualifications

• 2-5 years’ banking (preferably business/commercial) experience.
• Ability to develop strong working relationships with clients and internal associates.
• Ability to work independently and be a self-starter.
• Strong communication skills (written and verbal); ability to effectively transmit, receive, and accurately interpret ideas, information, and needs.
• Strong time management, organizational and planning skills. Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• Accuracy and Attention to Detail – ability to process information with high levels of accuracy.
• Flexibility and Adaptability; approach change in a positive way and adapt as the needs of the business or sales environment evolves.
• Business Acumen – Knowledge, insight, and understanding of business concepts. The processes companies use to facilitate the cash conversion cycle and the tools they use to create efficiencies and reduce risk.
• Customer Experience Management – ensure that customers have a positive experience with the organization and its products and services at every touch point.

Education and/or Experience

• BS/BA degree or equivalent work experience.
• Minimum 2-5 years of applicable banking experience.
• Treasury management experience preferred.