Banking client is seeking a Treasury Management Analyst to join their Treasury Management team. This individual should have Treasury management and digital banking sales and services experience within the banking industry.
Responsibilities include:
- Treasury Management Analyst will prepare customized sales proposals, account schematics and proformas. Deliver sales recommendations based on status.
- Cross sell and identify treasury management solutions through needs analysis approach and use of bank leads technology.
- Handle all aspects of the development and implementation of assigned products.
- Provide a single point of contact for internal and external customers throughout the implementation process.
- Successfully lead post-implementation client review process and report status to relationship team within timelines.
- Treasury Management analyst will adhere to product risk assessments and perform product and client audits.
- Successfully assist with annual re-pricing initiatives by partnering with leadership to ensure existence of exception pricing for respective client accounts and performing system inputs of approved and new exception pricing.
- Ability to demonstrate compliance with all bank regulations and keep up to date on regulation changes. Maintain knowledge of our banks policies and procedures.
- Work in collaboration across all banking departments, operations, and other internal bank colleagues.
- Treasury Management Analyst will manage the delivery and success of small to mid-level complexity projects and Treasury Management product implementations.
- Execute and organize a large volume of customer implementations primarily focused on core digital banking services.
- Manage customer-impacting issues and risk during product implementations; including tracking, mitigating, and problem resolution.
- Ability to communicate effectively with clients and stakeholders.
- Ability to manage the integration of client-dependent tasks and review deliverables with clients.
- Treasury Management Analyst will provide technical and analytical guidance to customers and internal partners.
- Manages client expectations, timeline, and quality throughout the life of implementation projects.
- Successfully manage a portfolio of client requests varying in size, volume, and complexity.
- Ability to offer creative solutions to the increasingly complex problems faced by clients
- Ability to serve as a subject matter expert of low-complexity/core Treasury Management products and how they operate.
Requirements include:
- Bachelor’s degree or equivalent professional experience preferred.
- Experience in bank operations or treasury management operations performing back-office functions preferred.
- Banking, commercial banking or community banking work experience
- Three to five years of financial services, digital banking, operations or Treasury Management experience
- One year of experience working with Treasury Management and/or Corporate Cash Management systems implementations preferred
- External customer service experience
- Microsoft Office products including Microsoft Teams experience
- Strong accounting or operations background and computer skills.
- Excellent verbal and written communication skills.
- Detail oriented, high degree of accuracy
- Knowledgeable about how common accounting/ERP systems interact with core digital banking products in order to determine compatibility.
- Ability to work independently and also provide positive contributions in a team-environment.
- Ability to follow tasks through to completion with minimum supervision.
- Possess the ability to simultaneously handle multiple tasks with flexibility and good judgment.
- Strong time management and prioritization skills.
Salary $80,000-$100,000 based on experience.
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