Treasury Management Financial Services Specialist

7 days ago


Russellville, Alabama, United States CB&S Bank Full time
About the Role

Estimated Salary: $65,000 - $90,000 per year.


Job Overview

The Treasury Management Financial Services Specialist is a client-facing position at CB&S Bank that provides exceptional service and support to clients utilizing or expecting to utilize Treasury Management services. The specialist coordinates with the Treasury Management Sales team and other Bank partners to onboard new TM clients, implement, modify, or delete TM services and pricing, and provide clients with training on those services.


Main Responsibilities
  • Onboard new Treasury Management clients by gathering necessary information and engaging various Bank partners to document and resolve client issues.
  • Coordinate implementation, modification, or termination of Treasury Management services with all Bank partners as necessary to ensure excellent client experience.
  • Respond to customer inquiries or concerns via email or telephone related to Treasury Management services and pricing.

Additional Responsibilities
  • Refer Treasury Management sales and pricing related questions from clients or prospects to Treasury Management Sales.
  • Refer non-Treasury Management related inquiries to appropriate Bank department for handling and resolution.
  • Participate in special projects or perform any other duties assigned by supervisor.

Qualifications and Requirements
  • Bachelor's degree in Finance/business related degree or equivalent experience.
  • Three years of experience in retail banking or client-facing bank support role.
  • Experience in bank operations with Treasury Management product and service knowledge preferred.
  • Demonstrated ability to use various computer software packages.
  • Excellent organizational and communication skills, both verbal and written.
  • Proficient decision-making skills.
  • Demonstrated ability to interact effectively with customers and bank partners.
  • Demonstrates proficiency and commitment to excellence in performance of duties and to client experience.


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