Treasury Management Support Specialist jobs in United States
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Hills Bank and Trust Company ยท 2 days ago

Treasury Management Support Specialist

Hills Bank and Trust Company is seeking a Treasury Management Support Specialist to assist their Treasury Management team and customers. This role involves providing technical expertise, troubleshooting issues, and supporting customer inquiries related to Treasury Management services.

Financial ServicesReal EstateVenture Capital

Responsibilities

Support Treasury Management customers by preparing documents for opening new accounts and updating service agreements
Analyze and provide data to the Treasury Management team as needed for RFP requests from businesses and public funds/ municipalities to obtain new relationships
Prepare, update, and analyze customer Relationship Reviews as needed
Provide prompt and courteous response to customer inquiries
Prepare and execute annual audit reviews for risk-based Treasury Management products
Provide in-person or remote product and services trainings with Treasury Management customers as needed
Verify and manage proper account documentation and all requisite agreements execution for Treasury Management Products and Services
Support Treasury Management growth and strategic initiatives through the service of Treasury Management products
Increase deposits through servicing existing customers
Cross sell products and promote Treasury Management, fee based, services to customers
Maintain favorable customer relations and ensure prompt and courteous response to customer inquiries
Establish and maintain positive working relationships internally and externally
Actively participate/ contribute in office and department meetings and assigned subcommittee(s) to build on the bank's customer and co-worker experience, positive culture and competitive edge
Participate or volunteer in at least 1 community organization through membership and regular attendance, networking with members to achieve organization goals, develop personal connections and promote the bank's favorable image
May be assigned to train existing and new Treasury Management staff
Perform other duties as assigned

Qualification

Treasury Management knowledgeCustomer service experienceSpreadsheet softwareWord processing softwareDatabase softwareProblem resolutionTraining skillsCommunity involvementPositive relationships

Required

Associate's degree (A.A.) from a community college or technical school; or 2-5 years customer service and banking experience; or equivalent combination of education and experience
Must have working knowledge of spreadsheet, word processing, and database software programs
Must satisfy banking courses/ training required to satisfy regulatory requirements
Travel to customer locations and other branches will be required

Benefits

Comprehensive and competitive benefits package
Perks

Company

Hills Bank and Trust Company

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Hills Bank and Trust Company is a banking firm that offers banking, real estate lending, and notary services.

Funding

Current Stage
Growth Stage

Leadership Team

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Lisa Shileny
President and Chief Executive Officer
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Recent News

Company data provided by crunchbase