Treasury Management Specialist

4 weeks ago


Sarasota, Florida, United States ServisFirst Bank Full time
Job Description

At ServisFirst Bank, our mission is to provide exceptional financial services to our clients. We are seeking a highly skilled Treasury Management Specialist to join our team.

Key Responsibilities:

  • Provide technical support and training to clients on Treasury Management products and services.
  • Assist officers with prospect statement analysis to identify opportunities and highlight the value of Treasury Management products.
  • Respond to client inquiries and provide timely solutions.
  • Conduct yearly reviews for remote deposit and ACH clients.
  • Review and maintain inventory of remote deposit machines.
  • Install and provide maintenance for remote deposit scanners.
  • Process Treasury Management services agreements.
  • Attend sales appointments to assist with implementation and support.
  • Conduct client training and site visits to ensure compliance with regulations.

Requirements:

  • High school diploma or equivalent; bachelor's degree preferred.
  • Two years of experience in customer support or a related role.
  • Experience in banking preferred.
  • Excellent communication and analytical skills.
  • Proficient in Microsoft Office and other software applications.

Working Conditions:

  • Sustained standing and sitting.
  • Frequent use of PC and typing.
  • Occasional presentations and public speaking.
  • Normal office environment with comfortable temperatures and low noise levels.

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