Central Bank · 1 month ago
Treasury Management Business Account Specialist
Sioux Falls,SD,US
Full-time
Onsite
Entry, Mid Level
2+ years expCentral Bank is seeking a Treasury Management Business Account Specialist who will be responsible for servicing the Bank’s business clients' banking needs and providing support to the Treasury Management department. This role involves acting as a liaison with sales staff and technical specialists to ensure high levels of service delivery to all customers.
BankingFinancial Services
Responsibilities
Portray a positive company image and engage in professional and friendly communication with customers
Clearly understands the key elements of customer service and actively work to exceed customer expectations in every interaction
Actively listening to customer needs and inquiries to determine appropriate recommendations and service actions
Refer any customer questions regarding products or services to the appropriate person
Resolve problems or discrepancies concerning customers' accounts
Engage each customer in-person and by phone to understand customer needs and provide product and service recommendations to assist customers in achieving their financial goals
Assists commercial clients on deposits, loans, and credit card related issues
Collaborate with Commercial Lenders and other team members regarding any resolve or contact with the customers
Knowledgeable and proficient in the account opening process for all deposit, credit, and certificate accounts, including, but no limited to: checking, savings, money market, business accounts, overdraft, loans, and credit cards
Compose, type, and mail customer correspondence; including, but not limited to: certificate maturity notices, notices related to issues such as discrepancies, and outstanding unpaid items
Analyze applicants’ financial status and credit to determine feasibility of opening new accounts and loans
Proactively cross-sell additional products through referrals and outbound calling with the goal of building rapport and life-long relationships with Bank customers
Develop an in-depth understanding of all consumer credit products and the ability to explain to customers the different types of loans and credit options that are available, as well as the terms on those services
Main point of contact for commercial clients’ treasury management servicing needs
Researches and resolves daily operational problems experienced by customers – internal and external, explains treasury management products and services
Provides customer support for Treasury Management products including ACH, Business Banker, sweeps, positive pay, remote deposit capture, wire transfers, and bill pay
Implements new Treasury Management products for customers
Educates customers and employees on security issues related to Treasury Management
Joint sales consultation with Treasury Management Officer and clients on technical matters related to the utilization of Treasury products and services
Participates on project team of new/enhanced product roll out
Tracks activities as part of overall department efficiency tracking
Perform other related duties and responsibilities as assigned by management
Qualification
Required
Bachelor's degree required or equivalent work experience
Minimum of two (2) years of experience in similar job duties
Company
Central Bank
Central Bank has a solid history of providing customers with financial solutions and a strong commitment to serving their communities.
201-500 employees
Funding
Current Stage
Growth StageRecent News
2025-10-09
2025-09-26
Lane Report | Kentucky Business & Economic News
2025-08-21
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