Treasury Management Product and Customer Support Manager

3 weeks ago


Miramar, United States Amerant Bank Full time

The Treasury Management Product and Customer Support Manager is responsible for supporting Amerant's commercial customers and Cash Management Officers when setting up Treasury Management products. They manage the products’ lifecycle; as well as the design, development, and implementation of new products. In addition, they analyze, modify, and enhance existing products to maximize profitability and meet customer needs and provide sales support.

Responsibilities:

  • Coordinate and direct the design, development and implementation of the product offerings and revenue goals.
  • Evaluate market trends to recommend enhancements to product line.
  • Manage the necessary resources for the development. Review, research, delivery and implement new products and make changes of existing products.
  • Coordinate with the Implementation Services Team services required for Treasury Management solutions. 
  • Develop and advocate the value of Treasury/Cash Management solutions.
  • Update product specific documents and forms that are internal and client facing.
  • Coordinate education sessions with client support team and Cash Management Officers. 
  • Assist with sales of Treasury/Cash Management products.
  • Partner with respective lines of business to provide recommendations on sales opportunities to include sales to prospects and cross-sell opportunities.
  • Oversee internal and external client support. 
  • Implement and enhance TM products.
  • Serve as the main point of contact between third party vendors providing support to the Treasury Management Function. Collect information to perform analysis of different products and services offered through this channel. 
  • Work with cross-functional teams; as well as senior management to enhance the treasury management product offering. 
  • Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.

Work Experience:
10+ years of hands on experience in the treasury management field.

Education and/or Certifications:
Bachelor’s degree in Finance, Management or Business Administration required. Banking courses, seminars, and formal knowledge of credit underwriting desirable.

Technical Skills and Other Essential Knowledge:
Applied knowledge of Amerant Products in order to make product assessments based on our policy and client analysis. 
Proven ability to sell products and services.
Thorough understanding of database management.
Ability to work independently, under minimum supervision.
Proficient using the Microsoft office Product Suite including MS Outlook, MS Word, MS Excel and MS PowerPoint.

Functional Skills and Knowledge:
Must be a team player, have the ability to work under pressure, and conduct business in a professional manner. Must be able to resolve problems and conflicts, prioritize work and effectively manage time and change. Effective communication skills verbally and in writing are required, as well as the ability to develop engaging presentations. Must demonstrate a passion for serving customers.



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