Treasury Management Specialist

Treasury Management Specialist at First Bank

This position is responsible for working on behalf of First Bank to ensure customer satisfaction with Treasury Management products from the Sales Decision to Implementation. This will require making relevant decisions within bank policy to assist in making the transition to First Bank’s Treasury Management products smooth and maintaining the relationship. Also, responsible for working as a team to create pricing proposals, RFP completion and implementation of new products and services.

• Create pricing proposals with the sales team based on competition bank statements or analysis statements
• Implement all Treasury Management products and services from sales decision to fully operational, while 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 in the customer and coordinate support issues and resolution with vendors
• Conduct on sight meetings as needed to handle training, services issues and conduct client reviews
• Support Treasury Management Sales team with RFP completion and delivery within requested RFP time frame.
• Maintain open communication with Treasury Management Sales, Relationship Manager and the customer
• Perform other duties as assigned.

• Previous Treasury Management experience preferred but not required
• 3+ years previous banking experience required
• Self motivated with time management skills
• Customer Service/Problem Resolution Experience required

First Bank is an Equal Opportunity Employer, including disability.

Mid-Senior level

Full-time

Finance and Sales

First Bank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. First Bank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor.