Treasury Management Coordinator- Raleigh, NC

Essential Responsibilities

• Partnering with assigned TMA(s) and assumes responsibility for the accurate and complete preparation of treasury services documents including contract detail and pricing forms for new relationships and updates/maintenance for existing member services.
• Aiding in setting up meetings, preparing presentations, sales materials, detailed planner, and verifying individual and meeting times.
• Gathering customer data, market intelligence, and needs assessment to put together a presentation proposal.
• Maintaining a personal pipeline for tracking daily tasks, agreements, and meeting deadlines.
• Maintaining the Request for Proposal (RFP) database and assisting TMA in completing the RFP.
• Cooking the delivery of updates/maintenance paperwork for member implementations and subsequent submission to implementations team.
• Assuming the responsibility for follow-up and resolutions of issues escalated to the TMA, coordinating with Support and other areas as appropriate.
• Aiding the TMA with keeping sales pipeline current to include closed and pending deals.
• Validating pricing to ensure revenue is being captured correctly.
• Aiding the TMA with ensuring appropriate documentation is in place for selected products while ensuring ongoing compliance.
• Understanding of current treasury structure for members.
• Understanding of all applicable procedural and regulatory rules and guidelines.
• Understanding of Operational risks and related controls.
• Tracking and managing overall sales revenue for their TMA and region(s) they represent.

Minimum Required Skills & Competencies

• A Bachelor’s Degree or equivalent experience in banking industry or related field.
• Banking Experience.
• Strong Verbal and Written Communication Skills.
• Strong Technical/Computer Skills.
• Strong Organizational and Multi-tasking skills.
• An Attention to detail with strong time management skills.
• The ability to work independently and well under pressure.
• The ability to develop PowerPoint presentation.
• Embracing attitude and a savvy outlook of technology and respective systems.
• Obeying all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA).

Desired Skills & Competencies

• An undergraduate degree with concentration in Business or Finance.
• Previous banking experience in Treasury Services.