Investor Relations & Treasury Analyst

Tradition Capital Bank Job Opportunity

You are more than just a number; we are more than just a bank. At Tradition Capital Bank, we are partners in business and in life; building dreams and futures on one simple idea: strong one-on-one relationships.

We place our people in the right seats and position our employees to do what they love. Every person and every role matters: when we function together as One Team, we achieve extraordinary results. As each other's raving fans, we reach across titles and organizational structure to encourage one another.

Here at Tradition, we believe that when people work together with shared values and an open mind, anything is possible.

Tradition is always in the making; join us in celebrating our roots and being a part of what's next.

The Investor Relations & Treasury Analyst supports the execution of investor relations, shareholder services, and treasury-related activities for the bank and its holding company, Tradition Bancshares, Inc. (TBI). This is a cross-functional role that is responsible for the day-to-day processing, tracking, and maintenance of shareholder records, transactions, and supporting data, while assisting with capital planning, reporting, and investor communications under the direction of senior leadership, in addition to supporting the liquidity and investment activities of the bank.

This role requires strong attention to detail, professionalism, and the ability to manage sensitive information with accuracy.

• Execute and support shareholder services activities: shareholder transactions, shareholder communications, transfer agent coordination, transaction tracking, documentation, and maintenance of accurate shareholder records.
• Maintain shareholder, equity, and capital planning record: data entry, reconciliations, ownership tracking, records retention, and support for capital planning and internal reporting activities.
• Support treasury operations and liquidity management activities: tracking funding levels, funding costs, collateral activity, investment cash flows, liquidity forecasts, and maintaining related documentation and controls.
• Assist with investment and liquidity risk monitoring: maintain dashboards and tracking tools, support investment and funding transactions, and monitor key measures against internal guidelines and policy limits.
• Prepare analyses, reports, and communication materials: gather and organize financial information, conduct market and peer research, identify trends, and assist with management reporting and shareholder communications.
• Collaborate with internal departments, external partners, and vendors: support the accuracy, completeness, security, and consistency of shareholder, treasury, and related records and processes.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time without notice.

What Sets You Apart:

• A role model for our core values:
  Do the Right Thing, Get Stuff Done (G.S.D.), One Team, and Give Generously
• Demonstrated commitment to timely, defect free and caring customer service
• A professional who builds solid relationships based on integrity and trust
• Self-motivated, intensely curious, and persistent in following through
• Knowledgeable of bank policies, procedures, and regulations
• Able to perform at a high level in a fast-paced environment
• Flexible to change in a growing organization
• Excellent verbal and written communication skills
• Proficient at Microsoft Excel, Word, Outlook and PowerPoint; strong technical ability
• Demonstrates a high level of organization and attention to detail
• Able to prioritize and manage multiple projects/tasks
• Demonstrated collaborative work style and respect for others
• Demonstrated self-motivation and resourceful work ethic
• Is accountable for demonstrating compliance with the Bank Secrecy Act, Privacy of Consumer Financial Information and all other federal and state rules and regulations as it pertains to the position.

Professional &…