Treasury Management Specialist

About the role

This position works to ensure customer satisfaction with Treasury Management products from the Sales Decision to Implementation. It requires making relevant decisions within bank policy to assist in making the transition to FirstBank’s Treasury Management products smooth and maintaining the relationship. The role involves working as a team to create pricing proposals, complete RFPs, and implement new products and services.

Responsibilities

• Create pricing proposals with the sales team based on competitor bank statements or analysis statements.
• Implement all Treasury Management products and services from sales decision to fully operational, making relevant decisions as needed for customer service.
• Provide timely customer support to all Treasury Management products and services before and after implementation.
• Support the sales team by cross-selling Treasury Management products to existing customers.
• Take ownership of customer issues and coordinate support resolution with vendors.
• Conduct on-site meetings as needed to handle training, service issues, and client reviews.
• Maintain open communication with Treasury Management Sales, Relationship Manager, and the customer.
• Support Treasury Management Sales team with RFP completion and delivery within requested RFP time frame.

Education and/or Experience

• Previous Treasury Management experience preferred but not required.
• 3+ years of previous banking experience required.
• Self-motivated with strong time management skills.
• Customer service/problem resolution experience required.