Establishes and maintains relationships with clients in conjunction with the Lenders and Retail banking staff

Evaluates needs of potential customers and offers appropriate solutions to best fit the needs of the client

Performs treasury product onboarding and maintenance to all TM clients and troubleshooting which includes online access, ACH, positive pay, RDC Installs and renewals

Support the onboarding process for new treasury management clients, including gathering required documentation and coordinating with internal teams to ensure smooth transition

Stay informed about industry trends, competitor offerings and regulatory developments to support sales efforts

Respond to client and internal inquiries and requests for information in a timely and professional manner

Assess products, services, rates and fees in the market and make recommendations to complete deposit relationship analysis

Be an active member in the community and participate in events that promote the bank

Qualifications

Associate degree or equivalents banking experience

Previous experience in a customer support role

Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Strong organizational and time management skills

Positive attitude and willingness to learn and adapt

Expert knowledge in treasury services and commercial banking•

Ability to work directly with clients in person, on the phone or email