Treasury & Cash Management Specialist II

Gbcijobs; Prescott (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Foothills Bank is seeking an experienced TM Services Specialist to provide comprehensive support for Business Internet Banking and Treasury Management solutions. You will partner with branches, loan officers, and customers to understand needs, educate on TM products, and drive referrals.

The role involves traveling to branches and customer sites, delivering presentations, and ensuring exceptional service on calls and in person.

Qualifications

• High school degree or GED required.
• 5 years of similar or related experience.

Responsibilities

• Provide complete support for Business Internet Banking and TM services.
• Travel to branches and customers for visits and demonstrations.
• Collaborate with branches and loan officers to build customer relationships.
• Cross-sell TM products and assist with customer education on services.
• Respond to inquiries via phone, email, and chat with minimal supervision.

Skills

TM Products

Customer service

Cross selling

Presentation skills

Relationship building

Decision making

Education

High school degree or GED

Job description

Foothills Bank is seeking an experienced TM Services Specialist to provide comprehensive support for Business Internet Banking and Treasury Management solutions. You will partner with branches, loan officers, and customers to understand needs, educate on TM products, and drive referrals.

The role involves traveling to branches and customer sites, delivering presentations, and ensuring exceptional service on calls and in person.