Treasury Management Assistant Manager

Description

Lake Ridge Bank is seeking a dynamic and motivated leader to join our team as the Treasury Management Assistant Manager
! In this role, you will be responsible for the delivery and support of treasury management products and services and act as a supervisor to the Treasury Management Specialists. The Treasury Management Assistant Manager will work directly with business clients and prospects to explain the features and benefits of treasury products provide expertise in the implementation and subsequent support of these products and services.

In addition to direct client contact, this position will work with account relationship managers and retail staff to share knowledge and provide product training.

• Function in a formal leadership role in the development of treasury management specialists.
• Dedicating time to formal and informal leadership training, for example Lift training and working with experienced department supervisors and others in the bank to learn and grow leadership skills.
• Contributing to the training of departmental associates in system knowledge and functions, including Fiserv Premier, BPM, Q2/Centrix, ACH Manager, Wire Manager, Remote Deposit Capture, Business Bill-Pay, Mobile Banking and Mobile Deposit, and ACH and Check Positive Pay.
• Take a leadership role in disseminating new product information and training the treasury management team when changes and enhancements are made to existing products and services.
• If required, represent Lake Ridge Bank at user group meetings, and treasury management product conferences such as MACHA’s annual meetings.
• Contribute to the management of the annual reviews of our ACH function and remote deposit capture process.
• Lake Ridge Client Portfolio Maintenance and Support – respond to daily requests from clients for maintenance and new account and services requests.
• Treasury Management Support external - work closely with the bank’s top tier business clients in a diplomatic, insightful and responsive manner in order to meet these clients’ needs.
• Treasury Management Support internal – work with sales team to provide support by preparing agreements, managing service implementations, providing account analysis comparisons or any other support required to facilitate the sales process.
• Account Analysis Maintenance and Support – Input, review, process and maintenance all account analysis statements for products and services utilized.
• Technical Support - provide onsite or remote telephone training and implementation for all Treasury Management clients when required.
• Product Knowledge – staying current on all Treasury Management products and services within the organization.
• Treasury Management Reporting – supporting the Treasury Management weekly and monthly Treasury Management reporting requirements.
• CDARS/Insured Cash Sweep – provide sales support and maintenance to CDARS/ICS clients.
• Cross Selling – be able to identify and refer cross selling opportunities to Business Banking Lenders and Bank where appropriate.
• Functions as a role model for TM Specialists and Senior TM Specialists
• Contribute to training retail associates and new TM team members on deposit accounts and treasury management products and procedures.
• Be able to manage a treasury relationship from client presentation to implementation and subsequent support for ACH Manager, ACH and Check Positive Pay, Wire Manager, Remote Deposit Capture, Business Bill Pay, Mobile Banking and Mobile Deposit.
• Be able to evaluate and assess potential enhancements to procedures for acceptable risk and operational efficiencies.
• Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s).
• Protects all confidential information obtained on the job by safeguarding it when in use, filing it properly when not in use, disposing of it properly and discuss it only with those who have a legitimate business need to know.

• Participates in internal/external training as appropriate.
• Participates in community involvement/bank activities as appropriate.
• Perform all other duties as assigned or requested.