Guaranty Bank · 4 hours ago
Treasury Management Associate
Guaranty Bank is committed to providing excellent service and support in the financial sector. The Treasury Management Associate will support the Treasury Management team by preparing reports, assisting clients, and ensuring compliance with policies while delivering high-quality service.
BankingFinanceFinancial Services
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
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
Prepare and maintain various documents and reports; sort and file the documentation accordingly
Process daily exception reports and contact clients for resolution as needed
Train clients on treasury management solutions
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
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
Guaranty Bank
Guaranty Bank is a local full-service bank, which strives to have a positive impact through volunteerism, philanthropy, and a responsible approach to financial services.
Funding
Current Stage
Public CompanyTotal Funding
$20M2020-08-12Post Ipo Debt· $20M
1997-12-31IPO
Recent News
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2025-07-24
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2025-07-15
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