Treasury Management Senior Specialist

2 hours ago


Girard, Ohio, United States Richwood Bank Full time
Treasury Management Senior Specialist

At Richwood Bank, we're committed to delivering exceptional customer experiences and fostering a culture of innovation and excellence. As a Treasury Management Senior Specialist, you'll play a vital role in helping us achieve this vision.

Key Responsibilities:
  • Manage client onboarding processes with a focus on delivering high-quality service and efficiency.
  • Develop and drive prospecting, contact, and referral strategies for business development opportunities with new and/or existing clients.
  • Actively participate in joint client and prospect calls and presentations with commercial loan officers to further business development and sales efforts.
  • Assist clients with all Treasury Management support calls regarding online banking, remote deposit, wires, ACH, merchant services, lockbox, smart safe, and accounts and positive pay.
  • Identify Treasury Management opportunities with current customer base to grow relationships for the Bank.
  • Perform relationship profitability analysis of top clients and enhance the overall profitability monitoring system and process.
  • Responsible for customer training, installation, implementation, and maintenance to keep all Treasury Management products functioning for the customer's best use.
  • Assist with client interviews to ensure systems and products are clearly defined as requested by the client.
  • Perform annual remote deposit audits with customers.
  • Assist with annual ACH customer risk reviews and optimize the process.
  • Responsible for supporting the daily operations of Treasury Management.
  • Become knowledgeable of Bank's Treasury Management products and services.
  • Actively identifies and promotes Treasury Management products that align with customer needs and deliver value to clients.
  • Develop Treasury Management sales proposals and pricing for prospective and existing clients to further develop and strengthen business relationships.
  • Follows up to ensure customer satisfaction and business retention.
  • Maintains compliance with all government regulations, including Bank Secrecy Act, Regulation E (Electronic Funds), Regulation CC (Funds Availability), CRA, and Regulation DD, Loan Policy, or other policies pertaining to your position.
  • Be willing to travel to business customer locations as needed.
  • Assisting sales with quotes and product information for business customers.
  • Stay current on rates for Richwood Bank products.
  • Assist Team with miscellaneous office support.
  • Demonstrate de-escalation knowledge and troubleshooting knowledge.
  • Basic knowledge of cash settlements including NSF, ODP, wires, dormant accounts, and charge-offs.
  • Creating/updating departmental Richwood Way documents.
Requirements:
  • High School Diploma or GED, College Preferred.
  • 3 years work experience in Treasury Management.

We're an equal opportunity employer and celebrate diversity. We're committed to creating an inclusive environment for all employees.



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