Treasury Management Advisor II Job Jonesboro area,Arkansas USA,Finance & Banking

Jonesboro - Highland Dr
2901 East Highland Drive
Jonesboro, AR 72401, USA

The Treasury Management Advisor II is responsible for sales of cash management products to new and existing commercial customers with a focus on generating fee income. They provide ongoing support to customers that utilize cash management products, ensuring customer satisfaction. The role also involves assisting others with customer calling efforts by preparing comparative analysis and making product recommendations, and requires knowledge of cyber security and measures to mitigate risk.

Essential Duties and Responsibilities

Consult with prospective clients to determine cash management and other banking product needs. (Performed daily)

Prepare necessary documentation (applications, contracts) for implementation of services sold. (Performed weekly)

Make on‑site visit for installation of services sold where applicable. (Performed as needed)

Make follow‑up calls with commercial clients to ensure customer satisfaction with services. (Performed as needed)

Serve as liaison between commercial customers and operations through early stages of the relationship. (Performed as needed)

Prepare responses to RFPs to include a cost analysis of banking services. (Performed as needed)

Support calling efforts of bank staff to attract and retain new business. (Performed daily)

Conduct training sessions for lenders, business development and retail staff on benefits of products. (Performed as needed)

Work with management to determine ongoing risk assessment processes. (Performed as needed)

Participate in groups or committees that impact product offering related to commercial services. (Performed as needed)

Educate customers on the importance of cyber security and measures to mitigate risk. (Performed as needed)

Maintain constant alertness and work safely.

Complete required BSA/AML training and other compliance training as assigned. (Performed as needed)

Perform any other related duties as required or assigned.

Qualifications

Education and Experience
Broad knowledge of fields such as accounting, marketing, business administration, finance, etc. Equivalent to a four‑year college degree plus five years related experience, or an equivalent combination of education and experience.

Communication Skills
Ability to write reports, business correspondence, and policy/procedure manuals; effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.

Critical Thinking Skills
Ability to define problems, collect data, establish facts, and draw valid conclusions; interpret extensive technical instructions in mathematical or diagram form and handle abstract and concrete variables.

Preferred Certificates, Licenses, Registrations

Certified Treasury Professional (CTP) Credential
Accredited ACH Professional

Software Skills Required

Basic proficiency in accounting, alphanumeric data entry, contact management, database, human resources systems, and payroll systems.

Working Conditions

Periodically exposed to such elements as noise, intermittent standing, walking, occasionally pushing, carrying, or lifting; conditions not deemed disagreeable. Noise level usually moderate.

Physical Activities

Tasks include frequent talking or hearing, sitting, using hands, occasional standing, walking, reaching with hands and arms, stooping, kneeling, crouching, or crawling. Occasionally lift or move up to 25 pounds. Close vision required.

Additional Information

Preferred proficiencies:

Bilingual in English/Spanish
Overnight travel may be required.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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