Treasury Management Support Specialist

• Job Category Sales, Banking, Treasury
• Employee Type Full-Time Exempt
• Manage Others No

• Name Human Resources
• Phone

Treasury Management Support Specialist

Department:
Treasury Management Operations

Reports To:

Commercial Loan Manager Supervises:
None

FLSA Status:
Exempt

Status:
Full Time, Regular

Officer:
Not Specified

Location:

Evansville Region Incumbent may be assigned and re-located to a branch within the Region as staffing and business initiatives dictate.

Hours:

Monday through Friday 8am – 5pm Over-time may be required if business and staffing needs dictate.

The Treasury Management Sales Support Specialist is responsible for supporting and servicing Treasury Management relationships and assisting with the overall functions of the Treasury Management area. This position supports the opening and maintenance of Treasury Management accounts, assists the Treasury Management sales team with day-to-day workflow, and contributes to Treasury Management growth objectives. The role is actively involved in daily client service, provides exceptional customer support, and is expected to remain knowledgeable regarding applicable BSA-related functions.

• High school diploma or equivalent.
• Associate’s degree in a business-related field is preferred but not required.
• Prior experience in a sales-focused environment.
• Knowledge of banking products and services.

• Provide overall support for Treasury Management clients, products, and services.
• Deliver exceptional and timely client service.
• Assist clients through the Treasury Management onboarding process.
• Train clients on Treasury Management products and services as necessary.
• Attend client and prospect meetings as needed.

• Support the daily operations of the Treasury Management area.
• Assist the Treasury Management sales team with day-to-day workflow.
• Prepare and complete Treasury Management documentation.
• File documentation into the bank’s document repository.
• Perform account service and maintenance activities.

• Develop and maintain knowledge of First Federal’s Treasury Management products and services.
• Support Treasury Management’s growth objectives through responsive client service and sales support.
• Identify opportunities to cross-sell First Federal’s products and services.

• Partner with Deposit Operations, Commercial Lending, Retail Banking, and other First Federal colleagues to support client needs and service delivery.
• Coordinate with internal teams to ensure Treasury Management accounts, documentation, and service requests are handled accurately and timely.

• Remain knowledgeable of BSA-related functions applicable to the role.
• Support accurate account opening, account maintenance, documentation, and servicing activities consistent with bank procedures.
• Perform all other duties as assigned.

• Strong computer skills, including Microsoft Excel, Word, Access, and Salesforce.
• Ability to multi-task.
• Effective time management skills with the ability to prioritize work.
• General knowledge of banking products and services.
• Ability to provide responsive client service while supporting Treasury Management sales and operational functions.

Customer Focus (internal and/or external):
Always act with the customer in mind. Dedicated to meeting the customer’s needs and expectations. Works with the customer to understand and uncover their issues and/or needs. Interact with customers in a courteous, professional and knowledgeable manner. Gains customer’s trust and respect by establishing and maintaining relationships. Conduct all company transactions and interactions in an honest, professional and ethical manner.

Remains composed and do not become defensive or show irritation when confronted with disgruntled customers. Cultivates a customer focused attitude.

Job Knowledge:
Understanding and proven experience of job responsibilities. Ability to make…