Treasury Management Specialist - Macon

SUMMARY

Under limited supervision, drive the growth of Revenue and Deposits within the Treasury Services of the bank through advising on serving new and existing treasury management services to clients, and through the establishment of new relationships. This includes providing top quality service to clients, acting as a key communication liaison between clients and the bank, and providing critical documentation and organizational support to the team.

ESSENTIAL FUNCTIONS

• Manage a portfolio of treasury management clients and execute a strategy to retain and further penetrate existing relationships.
• Manage the treasury management needs of an assigned portfolio of lending clients and work closely with local markets to meet jointly identified goals.
• Performs regular account relationship reviews for new and existing clients.
• Drive growth of revenue and profitability through serving as a trusted advisor and subject matter expert to current and prospective customers, offering a full suite of depository and treasury management services.
• Meet with market teams and Chief Deposit Officer as needed to provide updates on shared relationships and determine future strategies.
• Work closely with the Treasury Services Team, Deposit Operations, and Branch teams to coordinate the servicing and implementation for new services provided to existing and new clients.
• Understand and be able to install, implement, and train Treasury products and services at the customer location as needed. Serve as the first point of contact for the coordination of installation, implementation, and training of products and services.

REQUIRED EDUCATION, EXPERIENCE AND SKILLS

POSITION SPECIFIC COMPETENCIES :

PHYSICAL REQUIREMENTS

EQUIPMENT USED

Computer, telephone, fax machine, scanner, copier, printer, encoder, and others.

SUPERVISORY REQUIREMENTS : None

WORKING CONDITIONS

The requirements listed above are representative of the knowledge, skill, and / or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.

This job description is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.