Treasury Service Representative

Cornerstone Bank is a locally owned community bank driven by our mission to serve businesses and the individuals who run them. We use a consultative approach to develop new ideas and build trusted relationships. We pride ourselves on upholding the tradition of personalized, quality service set forth in 2001 by the founders of the bank. At Cornerstone Bank you’ll be an integral part of a team environment.

• Competitive wage and attractive benefits package
• Health, dental, and vision insurance (including company contribution), voluntary short-term disability, and company-paid long-term disability, life insurance, and identity theft insurance
• 401(k) retirement plan with company match
• Paid Time Off (PTO), paid Holidays, and telecommute days
• Professional development
• Dress for your Day dress code, Red Fridays (KC Chiefs)/special event days,fitness reimbursement program, financial wellness program, quarterly birthday events, team-building events, social events, work-life employee assistance programs

The Treasury Service Representative is responsible for supporting the onboarding, implementation, maintenance, and servicing of treasury management products and services for clients. In addition, this position will include working with the sales and operation teams to support data gathering and commercial account openings. This role serves as a key operational partner and liaison to Treasury Management Sales, Commercial Banking, and Operations to ensure there is a seamless client experience.

Meets annual service goals and service activity targets by developing service plans. Develops and executes regular calling programs and analyzes customer needs. Develops and maintains a strong knowledge of products, pricing strategies, technical tools, and sales strategies to maximize effectiveness.

• Leverage client relationships to generate business
• Partner with Treasury Sales and Commercial Lenders to ensure accurate product setup is aligned with client needs
• Conduct client onboarding calls to review service setup, documentation requirements, system configuration, and timeliness
• Serve as primary contact for RDC installation, maintenance, and annual review
• Generate core deposits and treasury revenue for the bank by calling on existing and new clients of the bank; face to face, telephone, and email communications
• Collaborate with and support Commercial Bankers on new opportunities, and plan service/sales strategies to develop new business from internal loan clients
• Serve prospective clients by presenting ideas on ways to manage their banking in a more automated, timely, and cost-efficient manner
• Create proposals for customers and manage the entire Treasury Services service process
• Communicate in a proactive manner with clients on any banking changes that may impact them
• Maintain an accurate service pipeline, calling activity report and closed business report clients and prospects on an ongoing basis
• Maintain a thorough, in-depth knowledge of the Bank’s products and services.
• Follow policy and procedures; complete tasks accurately and on time
• Monitor and prepare required reports
• Support audit and compliance requests
• Ensure compliance with applicable regulations
• Perform other duties as assigned

• Bachelor's Degree (BA) in business related field preferred
• Customer service experience in a traditional bank required (including new client onboarding); (2) two years of experience preferred

• Functional knowledge of Microsoft Office applications (Excel, Word, Powerpoint)
• Strong verbal and written communication skills
• Strong analytical skills required
• Familiarity of financial software
• Detail oriented and ability to work under pressure of deadlines
• All…