FCBank, Treasury Management Analyst

Holiday Financial Services Corporation; Worthington (OH); Sur place; USD 36 000 - 48 000; Plein temps

Avantages offerts par ce poste

Medical, Dental, Vision & Life

401K with company match

Paid Time Off & Holidays

Résumé du poste

FCBank in Worthington, OH is seeking an entry-level sales support specialist to assist with treasury management onboarding, client service, and account maintenance. You will coordinate documentation, participate in trainings, and support portfolio growth for commercial customers.

The role emphasizes accuracy, strong communication, and teamwork, with opportunities to learn treasury products and contribute to client satisfaction in a dynamic financial services environment.

Qualifications

• 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.
• Background screening will be conducted.

Responsabilités

• Provide enhanced client service for treasury management and merchant services.
• Assist in onboarding new services and training for customers.
• Coordinate documentation and maintenance of accounts with internal teams.
• Support portfolio growth with business development partners.

Connaissances

Detail orientation

Interpersonal skills

Communication skills

Digital literacy

Technical interpretation

Formation

Certificate from college

Treasury/Financial Services background (preferred)

Outils

Treasury management software

Merchant services systems

CRM systems

Description du poste

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

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• 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

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• 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

To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A background screening will be conducted.

• 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.

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.