Lake Ridge Bank · 1 month ago
Treasury Management Assistant Manager
Monona,WI,US
Full-time
Onsite
Mid, Senior Level
5+ years expLake Ridge Bank is seeking a dynamic and motivated leader to join our team as the Treasury Management Assistant Manager. In this role, you will be responsible for the delivery and support of treasury management products and services while supervising the Treasury Management Specialists.
BankingFinanceFinancial ServicesLendingMobile AppsWealth Management
Responsibilities
Function in a formal leadership role in the development of treasury management specialists
Dedicating time to formal and informal leadership training, for example Lift training and working with experienced department supervisors and others in the bank to learn and grow leadership skills
Contributing to the training of departmental associates in system knowledge and functions, including Fiserv Premier, BPM, Q2/Centrix, ACH Manager, Wire Manager, Remote Deposit Capture, Business Bill-Pay, Mobile Banking and Mobile Deposit, and ACH and Check Positive Pay
Take a leadership role in disseminating new product information and training the treasury management team when changes and enhancements are made to existing products and services
If required, represent Lake Ridge Bank at user group meetings, and treasury management product conferences such as MACHA’s annual meetings
Contribute to the management of the annual reviews of our ACH function and remote deposit capture process
Lake Ridge Client Portfolio Maintenance and Support – respond to daily requests from clients for maintenance and new account and services requests
Treasury Management Support external - work closely with the bank’s top tier business clients in a diplomatic, insightful and responsive manner in order to meet these clients’ needs
Treasury Management Support internal – work with sales team to provide support by preparing agreements, managing service implementations, providing account analysis comparisons or any other support required to facilitate the sales process
Account Analysis Maintenance and Support – Input, review, process and maintenance all account analysis statements for products and services utilized
Technical Support - provide onsite or remote telephone training and implementation for all Treasury Management clients when required
Product Knowledge – staying current on all Treasury Management products and services within the organization
Treasury Management Reporting – supporting the Treasury Management weekly and monthly Treasury Management reporting requirements
CDARS/Insured Cash Sweep – provide sales support and maintenance to CDARS/ICS clients
Cross Selling – be able to identify and refer cross selling opportunities to Business Banking Lenders and Bank where appropriate
Functions as a role model for TM Specialists and Senior TM Specialists
Contribute to training retail associates and new TM team members on deposit accounts and treasury management products and procedures
Be able to manage a treasury relationship from client presentation to implementation and subsequent support for ACH Manager, ACH and Check Positive Pay, Wire Manager, Remote Deposit Capture, Busi-ness BillPay, Mobile Banking and Mobile Deposit
Be able to evaluate and assess potential enhancements to procedures for acceptable risk and operation-al efficiencies
Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s)
Protects all confidential information obtained on the job by safeguarding it when in use, filing it properly when not in use, disposing of it properly and discuss it only with those who have a legitimate business need to know
Other Duties:
Participates in internal/external training as appropriate
Participates in community involvement/bank activities as appropriate
Perform all other duties as assigned or requested
Adhere to all Bank Security/Compliance Regulations
Complete all annual bank security and compliance training
Adhere to Bank Security guidelines as required for this position
Always maintain confidentiality of client information
Stay current on all compliance regulations
Qualification
Required
5+ years of client-contact banking or treasury management experience and/or training; or equivalent combination of education and experience
Strong ability to read, analyze and interpret financial reports and legal documents
Performs complex calculations, effectively research, analyze and evaluate information to make decisions, solve problems and achieve goals
Strong project management skills desired
Strong ability to problem solve and to work through complex issues in both traditional and non-traditional ways
Strong attention to detail with the ability to work efficiently & accurately
Demonstrated ability in exercising independent judgement
Strong organizational skills, including the ability to prioritize and remain calm while working in a fast paced/deadline driven environment
Knowledge of Microsoft Office Suite: Word; Excel; PowerPoint; Foxit; and Database software
Ability to read, write, understand, and speak English clearly
Ability to maintain a positive and professional work environment
Ability to represent the organization in a professional, positive manner
Preferred
AAP Accreditation preferred or willingness to obtain
Company
Lake Ridge Bank
Lake Ridge Bank is a banking firm that offers financial products and personal banking services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott P. Ducke, MBA
Executive Vice President & Chief Operating Officer
Arlyn Steffenson
Executive Vice President and Chief Lending Officer
Recent News
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