Treasury Management Associate

Assist Treasury Management Officers in preparing proposals, presentations, and documentation for prospective and existing clients.

Support client onboarding by coordinating implementation of treasury products such as online banking, ACH services, wire transfers, remote deposit capture, positive pay, and lockbox services.

Serve as a primary contact for day-to-day treasury product inquiries, troubleshooting, and issue resolution.

Track and monitor implementation timelines to ensure accurate and timely delivery of services and products.

Maintain and update client information and service records in CRM and banking systems.

Conduct product training and education for clients and internal staff as needed.

Collaborate with operations, IT, and product teams to ensure client needs are met and service delivery meets established standards.

Assist in identifying cross-sell opportunities and work with the treasury and relationship teams to grow client relationships.

Ensure compliance with internal procedures, banking regulations, and risk management protocols.

Prepare reports and dashboards on service usage, implementation progress, and client feedback for management review.

Conducts daily operation in accordance with the laws, regulation, policies, procedure, and expectations of the Bank.

Compliance will be recognized as part of the period performance review; noncompliance may result in disciplinary action, up to and including termination of employment.