Treasury Services Associate

2 weeks ago


Raleigh, North Carolina, United States TowneBank Full time

At TowneBank, we prioritize building relationships and fostering a sense of community among our members. We are currently looking for a Treasury Management Coordinator who will play a crucial role in supporting our Treasury Management Advisors (TMA) in maintaining strong member relationships and ensuring the effective delivery of Treasury Solutions. This position is essential for providing exceptional member service while managing the lifecycle of Treasury Solutions.

Key Responsibilities:

  • Collaborate with assigned TMA(s) to ensure the precise preparation of treasury service documentation, including contracts and pricing forms for new and existing member services.
  • Assist in organizing meetings, creating presentations, and preparing sales materials while confirming attendee details.
  • Collect customer data and market insights to develop comprehensive presentation proposals.
  • Maintain a personal task pipeline to track daily activities, agreements, and deadlines.
  • Manage the Request for Proposal (RFP) database and support the TMA in completing RFP submissions.
  • Coordinate the delivery of implementation paperwork for members and ensure timely submission to the implementation team.
  • Handle follow-ups and resolve issues escalated to the TMA, collaborating with support teams as necessary.
  • Assist the TMA in keeping the sales pipeline updated, including tracking closed and pending deals.
  • Verify pricing accuracy to ensure proper revenue capture.
  • Support the TMA in maintaining compliance with documentation for selected products.
  • Have a solid understanding of the current treasury structure for members.
  • Be knowledgeable about relevant procedural and regulatory guidelines.
  • Recognize operational risks and implement related controls.
  • Track and manage overall sales revenue for the TMA and the regions represented.
  • Adhere to all applicable federal laws and regulations, including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
  • Perform other duties as assigned.

Minimum Required Skills & Competencies:

  • Bachelor's Degree or equivalent experience in the banking sector or a related field.
  • Experience in banking.
  • Excellent verbal and written communication skills.
  • Strong technical and computer proficiency.
  • Exceptional organizational and multitasking abilities.
  • Detail-oriented with effective time management skills.
  • Ability to work independently and thrive under pressure.
  • Proficient in developing PowerPoint presentations.
  • Positive attitude and a keen understanding of technology and systems.
  • Compliance with all applicable federal laws and regulations related to AML and BSA.

Desired Skills & Competencies:

  • An undergraduate degree with a focus on Business or Finance.
  • Prior experience in Treasury Services within the banking industry.

Physical Requirements:

  • Ability to communicate ideas effectively through spoken and written means.
  • Capability to exert physical effort as needed and remain seated for extended periods.
  • Close visual acuity for tasks such as data analysis and document preparation.
  • Minimal exposure to adverse environmental conditions.
  • Physical demands outlined are representative of those required to successfully perform essential job responsibilities. Reasonable accommodations may be made for individuals with disabilities.


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