Treasury Management Advisor II

CEN; Amarillo (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

CEN is seeking a Treasury Management Advisor II in Amarillo, TX to drive cash management product sales to commercial clients and provide ongoing support to ensure customer satisfaction. You will prepare documentation for service implementation, conduct on-site installations where needed, and coordinate with operations to nurture early client relationships.

You will also educate customers on cyber security, assist with risk assessments, and participate in training sessions for staff and lenders.

Qualifications

• Bachelor's degree and 5 years related banking experience.
• Ability to write reports and present information to managers, clients, and the public.
• Proficiency in Microsoft Office (Excel) and Adobe DC; cyber security knowledge.
• Knowledge of cyber security and risk assessment concepts.

Responsibilities

• Consult with prospective clients to determine cash management and banking needs.
• Prepare documentation for implementation of services sold.
• Visit sites for installation of services as needed.
• Follow up with commercial clients to ensure satisfaction with services.
• Coordinate between commercial customers and operations during onboarding and early relationship stages.
• Respond to RFPs with cost analyses of banking services.
• Support bank staff in calling efforts to attract new business.
• Conduct training for lenders and staff on product benefits.
• Work with management on ongoing risk assessment processes.
• Participate in groups/committees impacting product offerings for commercial services.
• Educate customers on cyber security risks and mitigation strategies.
• Maintain alertness and safety in daily duties.
• Complete required compliance training including BSA/AML.

Skills

Communication skills

Mathematical skills

Critical thinking

Cyber security awareness

Education

Bachelor's degree

Tools

Accounting software

Alphanumeric data entry

Contact management

Database

HR systems

Payroll systems

Job description

Description

GENERAL DESCRIPTION OF POSITION

The Treasury Management Advisor II is responsible for sales of cash management products to new and existing commercial customers with a focus on generating fee income.They will provide on-going support to customers that utilize cash management products assuring customer satisfaction.Responsible for assisting others with customer calling efforts by preparing comparative analysis and making product recommendation. The employee should be knowledgeable on cyber security and measures to take to circumvent risk.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. 1. Consult with prospective clients to determine cash management and other banking product needs.
2. 2. Prepare necessary documentation (applications, contracts) for implementation of services sold.
3. 3. Make on-site visit for installation of services sold where applicable.
4. 4. Make follow up calls with commercial clients to ensure customer satisfactions with services.
5. 5. Serve as liaison between commercial customers and operations through early stages of relationship.
6. 6. Prepare responses to RFP's to include a cost analysis of banking services.
7. 7. Support calling efforts of bank staff to attract and retain new business.
8. 8. Conduct training sessions for lenders, business development and retail staff of benefit of products.
9. 9. Work with management to determine ongoing risk assessment processes.
10. 10. Participate in groups or committees that impact product offering related to commercial services.
11. 11. Educate customers on the importance of cyber security and measures to take to circumvent the risk.
12. 12. The ability to work in a constant state of alertness and in a safe manner.
13. 13. Complete required BSA/AML training and other compliance training as assigned.
14. 14. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily.The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to afour yearcollege degree, plus 5 years related experience and/or training, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to write reports, business correspondence, and policy/proceduremanuals;Abilityto effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Certified Treasury Professional (CTP) Credential

Accredited ACH Professional

SOFTWARE SKILLS REQUIRED

Basic: Accounting, Alphanumeric Data Entry, Contact Management, Database, Human Resources Systems, Payroll Systems

WORKING CONDITIONS

Periodically exposed to such elements as noise, intermittent standing, walking, occasionally pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

High diversity, low physical. Work activities which allow for considerable amount of diversity as an incumbent performs a variety of tasks. Such tasks might be performed from a given work area, or the individual may move about physically in performing a variety of duties.

While performing the functions of this job, the employee is regularly required to talk or hear; frequently required to sit, use hands to finger, handle, or feel; and occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

ADDITIONAL INFORMATION

Required education and experience:
Bachelor's degree and minimum five (5) years of related banking experience

Required proficiencies:
Excellent oral and written communication skills
Proficient in Microsoft Office products (specifically Excel) and Adobe DC
Applicable knowledge of cyber security
Must be able to identify and measure potential risk with respect to treasury products and services

Preferred proficiencies:
Bilingual in English/Spanish
Occasional overnight travel may be required

Qualifications

Education

Required

Bachelors or better.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.