As a Specialty Mortgage Service (SMS) Treasury Management (TM) Specialist, you'll manage the full client lifecycle for clients utilizing products and services from the Treasury Management suite. You'll oversee the onboarding of new relationships, provide client training, and advisement on treasury management solutions.
Requirements
- 4+ years of related experience in Treasury Management Service, Finance (GL Mgmt., Public Reporting, Analysis), Financial Analysis or similar field.
- High school diploma required; Bachelor's degree in related field preferred.
- Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Intermediate proficiency in utilizing the Microsoft Office suite including Word, Excel, PowerPoint, and Visio.
- Advanced speaking and writing communication skills.
Benefits
- Competitive salaries
- Ownership stake in the company
- Medical and dental insurance
- Time off
- 401k matching program
- Tuition assistance program
- Employee volunteer program
- Wellness program