Associate Treasury Management Officer

Responsibilities

• Develop a strong TM product background.
• Prepare pro-forma pricing and assist with pricing questions and research.
• Support in TMO pre-call planning, client research, and identifying cross sell opportunities.
• Support with creating sales presentations, RFP responses, account schematics, relationship reviews, and other sale-related materials.
• Analyze information and apply critical thinking to design and/or execute client solutions.
• Interact with internal/external clients to gather or clarify information and/or expand existing client relationships.
• Assist with management of TM relationships including renewals of limits for RDC and ACH exposure.

• 2-5 years banking (preferably business/commercial) experience.
• Ability to develop strong working relationships with clients and internal associates.
• Ability to work independently and be a self-starter.
• Strong communication skills (written and verbal).
• Strong time management, organizational and planning skills.
• Ability to manage multiple concurrent objectives, projects, groups, or activities.
• Accuracy and attention to detail.
• Flexibility and adaptability.
• Business acumen.
• Customer experience management.