Cedar Rapids Bank & Trust · 2 weeks ago
Treasury Management Specialist
Cedar Rapids, IA
Full-time
Onsite
Entry Level
2+ years expCedar Rapids Bank & Trust is seeking a Treasury Management Specialist to support their Treasury Management team by providing high levels of client service. This role involves preparing reports, assisting with client inquiries, and ensuring accurate documentation for new client implementations.
BankingConsultingFinanceFinancial ServicesWealth Management
Responsibilities
Provide prompt, courteous and excellent service to both internal and external clients on a consistent basis
Assist team members and clients with various inquiries and provide solutions; advise and resolve escalated issues
Assist with sales support and client retention, including meeting clients on site
Build relationships with clients and apply knowledge to make recommendations
Review implementation checklists and ensure documents are complete and accurate according to policy and procedures
Prepare agreements and documentation accurately for new TM client implementation
Set up new deposit accounts for commercial clients. This will include preparing signature cards, ordering checks, deposit tickets and deposit stamps
Assist in the development of manuals and supporting documentation to accomplish tasks/duties inherent in the position
Prepare and maintain various documents and reports; sort and file the documentation accordingly
Train clients in treasury management solutions
Communicate effectively with clients and team members
Process daily exception reports and contact clients for resolution as needed
Comply with all company or regulatory policies, procedures and requirements applicable to this position
Foster and preserve a culture of inclusion
Additional duties and responsibilities may be required to support the company’s mission, vision and values
Qualification
Required
High school diploma or GED
Two years' experience in sales support or customer service
Ability to work with Microsoft office products including Word, Excel, PowerPoint
Strong verbal, written and interpersonal communication skills
Preferred
Associate or bachelor's degree
Previous banking or financial services experience
Company
Cedar Rapids Bank & Trust
Cedar Rapids Bank & Trust provides a complete range of banking, wealth management, and financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Larry J. Helling
Chief Executive Officer
Ted Kraft
EVP Chief Credit Officer
Recent News
Corridor Business Journal
2025-12-30
2025-10-31
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