Treasury Management Specialist

1 week ago


Toronto, Ontario, Canada STATE BANK OF CROSS PLAINS Full time
STATE BANK OF CROSS PLAINS Treasury Management Specialist MADISON , Wisconsin Apply Now

JOB REQUIREMENTS:
Treasury Management Specialist Job LocationsUS-WI
  • Monona # of Openings 1 Category Treasury Management Overview Weare seeking a detailed and client oriented professional to join our teamas a Treasury Management Specialist The Treasury Management Specialistwill provide sales and administrative assistance to the TreasuryManagement and Business Banking Sales teams and to promote and increaseLake Ridge Bank\'s core deposits, Treasury Management fees.
Act as thepoint person for Fiserv and keep the Treasury management team abreast ofindustry changes/training opportunities.

Responsibilities Lake RidgeClient Portfolio Maintenance and Support - respond to daily requestsfrom clients for maintenance and new account and services requests.

Treasury Management Support external - work closely with the bank\'s toptier business clients in a diplomatic, insightful and responsive mannerin order to meet these client\'s needs.

Treasury Management Supportinternal - work with sales team to provide support by preparingagreements, managing service implementations, providing account analysiscomparisons or any other support required to facilitate the salesprocess.

Account Analysis Maintenance and Support
  • Input, review,process and maintenance all account analysis statements for products andservices utilized.
Technical Support - provide onsite or remotetelephone training and implementation for all Treasury Managementclients when required. Product Knowledge - staying current on allTreasury Management products and services within the organization.
Treasury Management Reporting - supporting the Treasury Managementweekly and monthly Treasury Management reporting requirements.
CDARS/Insured Cash Sweep - provide sales support and maintenance toCDARS/ICS clients. Prepare RDC/ACH Maintenance/Annual Renewals - provideannual assessment package for ACH and RDC renewals and any otherrequired maintenance support. Cross Selling - be able to identify andrefer cross selling opportunities to Business Banking Lenders and Bankwhere appropriate. Functions as a role model and mentors to morejunior... For full info follow application link. The State Bank ofCross Plains values a diverse workforce and is an AffirmativeAction/Equal Opportunity Employer. Minorities, Females, Veterans andIndividuals with Disabilities encouraged to apply.

Consistent with StateBank of Cross Plains\' commitment to employ and advance qualifiedindividuals with disabilities, State Bank of Cross Plains providesreasonable accommodation to apply for or perform a job.

Some examples ofreasonable accommodation include alternate methods to apply, providedocuments in an alternate format, altering work procedures, specializedequipment or use of an interpreter.

If an individual needs reasonableaccommodations to apply or perform a job here at State Bank of CrossPlains, please contact Human Resources at or email us.


APPLICATION INSTRUCTIONS:

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