Treasury Management Coordinator

1 month ago

Raleigh, United States TowneBank Full time

TowneBank is a relationship and friendship driven local bank focused on basic human values that will serve to create a warm sense of belonging and financial well-being among our family of members. We are seeking a Treasury Management Coordinator that will be responsible for supporting a Treasury Management Advisor (TMA) with ongoing member relationships, facilitating smooth and timely delivery of Treasury Solutions, follow-up, and post-sale satisfaction. This position is vital to ensuring exquisite member service while coordinating the life cycle of Treasury Solutions.

Essential Responsibilities:

Partnering with assigned TMA(s) and assumes responsibility for the accurate and complete preparation of treasury services documents including contract detail and pricing forms for new relationships and updates/maintenance for existing member services. Assisting in setting up meetings, preparing presentations, sales materials, detailed planner, and verification of individuals and meeting times. Working to gather customer data, market intelligence, and needs assessment to put together a presentation proposal. Maintaining a personal pipeline for tracking daily tasks, agreements, and meeting deadlines. Maintaining the Request for Proposal (RFP) database and assist TMA in completing the RFP. Coordinating the delivery of updates/maintenance paperwork for member implementations and subsequent submission to implementations team. Assuming the responsibility for follow-up and resolutions of issues escalated to the TMA, coordinating with Support and other areas as appropriate. Assisting the TMA with keeping sales pipeline current to include closed and pending deals. Validate pricing to ensure revenue is being captured correctly. Assisting the TMA with ensuring appropriate documentation is in place for selected products while ensuring ongoing compliance. Understanding of current treasury structure for members. Understanding of all applicable procedural and regulatory rules and guidelines. Understanding of Operational risks and related controls. Tracking and managing overall sales revenue for their TMA and region(s) they represent. Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA). Other duties as assigned.


Minimum Required Skills & Competencies:

A Bachelor’s Degree or equivalent experience in banking industry or related field. Banking Experience. Strong Verbal and Written Communication Skills. Strong Technical/Computer Skills. Strong Organizational and Multi-tasking skills. Attention to detail with strong time management skills. The ability to work independently and well under pressure. The ability to develop PowerPoint presentation. Embracing attitude and a savvy outlook of technology and respective systems. Obeying all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA).

Desired Skills & Competencies:

An undergraduate degree with concentration in Business or Finance. Previous banking experience in Treasury Services.

Physical Requirements:

Express or exchange ideas by means of the spoken word via email and verbally. Exert up to pounds of force occasionally, use your arms and legs, and sit most of the time. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Not substantially exposed to adverse environmental conditions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities .

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