FCBank, Treasury Management Analyst

FCBank; Columbus (OH); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Medical, Dental, Vision & Life Ins.

401K with company match

Paid Time Off & Holidays

Volunteer/Community involvement

Job summary

FCBank is seeking an entry-level sales support professional to assist in commercial customer service, onboarding of new services, and treasury management promotion. The role supports documentation, training, account maintenance, and pricing changes while servicing a growing portfolio.

Responsibilities include coordinating with treasury officers, promoting digital treasury products, and providing comprehensive client support.

Qualifications

• One year certificate from college or six months related experience or equivalent mix of education/experience.
• Treasury Management, Banking or Financial Services background preferred.

Responsibilities

• Provide enhanced client service for treasury management products and services.
• Support merchant portfolio growth by promoting deposit products and services to commercial customers.
• Provide administrative support to Treasury Management Officers, including materials prep, reporting, and account maintenance.
• Promote our culture by maintaining positive relationships with clients and communities, and adhering to policies and standards.
• Focus on accuracy and attention to detail by understanding customer needs and delivering effective solutions.
• Promote digital awareness of treasury products with cross-functional teams.

Skills

Attention to detail

Highly organized

Interpersonal skills

Written and verbal communication

Independent and team worker

Education

Certificate program (1 year)

Treasury/Banking background preferred

Job description

Description

Entry-level sales support, commercial customer service, and new service/account onboarding. Assists in promoting all treasury management to maintain and grow the division commercial portfolio. Includes: Coordinating and storing all required documentation, new service demonstrations and training, account/service maintenance, pricing changes, and ongoing commercial customer service. May be full-time or seasonal.

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

Key Responsibilities

PROVIDE ENHANCED CLIENT SERVICE

• Responsible for support of all treasury management such as: deposit accounts, merchant services, business purchasing cards, On-Site Banker, and online banking, etc.
• Primary contact for commercial deposit products and services customer service and third-party vendor questions. Assists in treasury training to branches and other internal partners. Intensifies issues to Treasury Sales Officer and/or operations, as needed. Coordinates ordering equipment and supplies from various vendors, as well as equipment installation support.

SUPPORT MERCHANT PORTFOLIO GROWTH

• Works with all business development officers to help promote deposit products and services to commercial business customers.

TEAM SUPPORT

• Provide administrative assistance for the Treasury Management Officers including preparing sales materials, providing technical support, fee billing, and processing maintenance on accounts. Provide reporting and analysis, as requested. Reports and manages exception items. Completes audit research, as requested.

FOSTER OUR CULTURE

• Possesses and displays a positive demeanor in managing change, working and communicating with others and adhering to policies, procedures, and customer service standards. Fosters relationships with customers and businesses, community and civic organizations to promote goodwill and generate new business. Actively participates in the community.

FOCUS ON ACCURACY AND ATTENTION TO DETAIL

• Actively promotes and refers products and services by uncovering and listening to customer needs. Provides an outstanding customer experience to explain and implement solutions.

PROMOTE DIGITAL AWARENESS

• Promote awareness and adoption of digital treasury products in partnership with business development teams.

ATTITUDES

Builds Positive Relationships With Internal And External Clients By Valuing Other's Feelings And Rights In Both Words And Actions, And Embracing Other's Unique Beliefs, Backgrounds, And Perspectives By Demonstrating

• Respect: Speak to others with kindness, empathy, and fairness
• Client Focus: Deliver consistent, high-quality service that builds trust and loyalty
• Inclusion: Encourage diverse viewpoints and contributions in decision-making collaboration

BEHAVIORS

• Leadership: Demonstrate ability to positively influence others to achieve
• Integrity: Strong business ethics and honest behaviors
• Collaboration: Positively works with others to produce excellent results
• Volunteerism: A recognized and visible presence in serving our communities

COMPETENCIES

• Accountability: Personal responsibility for assigned areas and actions
• Innovation: Applies creative thinking and forward-looking solutions to drive continuous improvement and adapt to evolving challenges
• Professionalism: Reflects skill, good judgment, and positive conduct

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

• Proactively pursue relevant learning opportunities and complete assigned training courses.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE

• One (1) year certificate from college or six (6) months related experience and/or training, or equivalent combination of education and experience.
• Treasury Management, Banking or Financial Services background strongly preferred.

Skills And Abilities

• Strong attention to detail and ability to manage multiple priorities.
• Highly organized, self-motivated, and effective working both independently and within a team.
• Excellent interpersonal and communication skills, both written and verbal.
• Ability to read, interpret, and apply technical documentation and merchant service agreements.
• Strong digital literacy, including comfort with email, internet, and financial systems.
• Experience with or ability to learn systems relevant to merchant and treasury support functions.

LANGUAGE SKILLS:

Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.

TECHNOLOGY SKILLS:

Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn all computer programs pertinent to performing treasury management and merchant- related job duties.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

This position operates in a professional office environment with time spent at a desk using office equipment such as computers, phones, and printers as well as travel to clients for one-on-one meetings. Noise level is moderate with constant communication and interactions. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

DISCLAIMER

This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.

Benefits

• Medical, Dental, Vision & Life Insurance
• 401K with company match
• Paid Time Off & Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Assistance Program
• Employee Health & Wellness Program
• Special Loan and Deposit Rates
• Gradifi Student Loan Paydown Plan
• Rewards & Recognition Programs and much more!

Eligibility requirements apply.

Eligibility and Equal Opportunity

FCBank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an affirmative action employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.