Remote Otter LogoRemoteOtter

Treasury Management Specialist - Remote

Posted Yesterday
Finance / Legal
Full Time
USA

Overview

Join the winning team at First Business Bank as a Treasury Management Specialist, where you will provide exceptional client service and support for treasury products.

In Short

  • Provide high degree of personal service to internal and external clients.
  • Assist with client inquiries and pre-qualify clients for treasury products.
  • Coordinate new client onboarding for treasury management products.
  • Assist TM Sales Officers in client profiling and proposal development.
  • Monitor monthly exception reports and coordinate renewals.
  • Prepare and schedule account reviews for assigned clients.
  • Work Monday-Friday, 8am-5pm with one remote workday option.
  • No sales goals involved in the role.
  • Must have a high level of client service awareness.
  • Requires 2 years of work experience in banking services.

Requirements

  • 2 years’ work experience in banking services required.
  • High level of comfort and interest working with bank core systems.
  • Well-developed customer and interpersonal skills.
  • Ability to communicate clearly and listen effectively.
  • Knowledge of federal and state laws and regulations.

Benefits

  • Comprehensive total rewards to support team members.
  • Commitment to valuing employee differences.
  • Focus on improving communities.
  • Opportunity to work with a highly engaged team.
  • Recognition as a Top Workplaces USA company.
First Business Bank logo

First Business Bank

First Business Bank is a recognized leader in the banking industry, celebrated as a Top Workplaces USA company. The bank prioritizes its employees, fostering a culture that emphasizes ambition, experience, and client focus, resulting in high employee engagement and exceptional client satisfaction. With a commitment to diversity, community improvement, and comprehensive rewards for its team members, First Business Bank is dedicated to providing a supportive and enriching work environment. The bank specializes in treasury management and retail banking services, ensuring that clients receive personalized and high-quality service.

Share This Job!

Save This Job!

Similar Jobs:

T.H.N.B

Senior Treasury Management Specialist - Remote

The Huntington National Bank

14 weeks ago

Join Huntington Bank as a Senior Treasury Management Specialist to enhance client relationships and deliver innovative treasury solutions.

FL, USA
Full-time
Finance / Legal

B.B

Treasury Management Support Specialist II - Remote

Busey Bank

10 weeks ago

The Treasury Management Support Specialist II provides support for treasury management services and assists customers with inquiries and training.

USA
Full-time
Finance / Legal
21 - 25/hour
STCU logo

Treasury Management Operations Specialist - Remote

STCU

41 weeks ago

The Treasury Management Operations Specialist provides member support and product fulfillment for Treasury Management services.

United States
Full-time
Finance / Legal
$27.81 - $38.93/hour
StudiBucht.de logo

Management Specialist - Remote

StudiBucht.de

142 weeks ago

This remote position seeks a Management Specialist with a passion for academic writing and strong German language skills.

Germany
Full-time
All others
high income

T.H.N.B

Senior Treasury Management Specialist - Government - Remote

The Huntington National Bank

2 weeks ago

Join Huntington Bank as a Senior Treasury Management Specialist to enhance client relationships and deliver innovative treasury solutions.

USA
Full-time
Finance / Legal