Treasury Management Associate

Kaizen Lab Inc.; Denver, Northern (CO, KY); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and benefits

Health, Dental and Vision Insurance

Health Savings Account with company贡献

Job summary

Native American Bank is a one-of-a-kind institution focused on serving Native communities. The Treasury Management Associate supports onboarding, servicing, and day-to-day administration of Treasury Management products and services for clients and internal partners.

This role emphasizes accurate execution, timely support, and a high level of service across Treasury Management operations, working within a hybrid schedule near Denver, CO.

Qualifications

• 2 years’ experience in treasury management or related financial roles
• Strong interpersonal and communication skills
• General knowledge of bank products and services
• General knowledge of Jack Henry core banking platform (preferred)

Responsibilities

• Assist customers with general questions regarding treasury management products and services
• Facilitate account openings and maintenance
• Onboard Treasury Management solutions
• Maintain understanding of the banks’ products and Treasury Management services
• Assist the implementation of new Treasury Management products and services
• Identify root causes of errors and elevate issues as needed
• Cross-sell the bank’s other products and services to clients

Skills

Interpersonal skills

Communication skills

Treasury knowledge

Tools

Jack Henry core banking platform

Job description

Summary

Native American Bank is a one-of-a-kind institution that serves as an Agent of Change for Native Communities. At our core, we are committed to the Bank's mission, vision, and values, and we believe strong client relationships and operational excellence are essential to our success.

The Treasury Management Associate supports the servicing, onboarding, and day-to-day administration of Treasury Management products and services. This role works directly with clients and internal partners to facilitate account openings, maintain Treasury Management solutions, respond to customer inquiries, and resolve service-related issues. The Treasury Management Associate plays a key role in ensuring accurate execution, timely support, and a high level of service across Treasury Management operations.

*This role is only open to candidates currentlyresiding within a 45 miles radius from Denver, COat this time

Responsibilities

• Services large complex depository relationships. Assists customers with general questions regarding all facets of Treasury Management products and services including positive pay, ACH, Wires, among others.


• Facilitate account openings and account maintenance.


• Facilitate the onboarding of Treasury Management solutions.


• Maintains a thorough understanding of the banks' products and Treasury Management services.


• Assists the implementation of new Treasury Management products and services.


• Handlequestions or problems related to the various account or Treasury Management products


• Workto identify the root cause of errors and elevate issues as appropriate/needed.


• Proactively reach out to clients when issues occur to provide workaround solutions.


• Troubleshoot customer issues by researching internal systems.


• Articulates recommendations to customers in response to client servicing and product-related inquiries


• Cross-sells the bank's other products and services, referring clients to appropriate internal teams.


• Supports the bank's Mission, Vision, and Values.


• Participate with Treasury Management Officer and Deposit Relationship Manager on calls with prospects and current accounts to develop profile of banking needs.


• Communicate internally of trending client needs and concerns


• Performs other related duties as necessary or assigned.

Qualifications

• Strong interpersonal and communication skills


• General knowledge of bank products, and services


• General knowledge of Jack Henry core banking platform (preferred)


• Minimum 2 years’ experience in treasury management or related financial roles

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.


• Must be able to lift 15 pounds at times.

Benefits

• Competitive salary and benefit package


• Professional development opportunities


• Health, Dental and Vision Insurance


• Health Savings Account with company contribution


• Employer paid Short-term and Long-term disability insurance


• Employer paid Life Insurance


• 401(k) plan and matching


• RTD Eco Pass (Denver) / ORCA (Seattle)


• Pet Insurance


• Paid Time Off


• Volunteer Time Off

Company Culture

Native American Bank is a full-service community bank committed to meeting the financial needs of individuals, businesses, and non-profits within the Native American community and beyond. Our focus is on delivering a personalized banking experience that honors cultural sensitivities. Since our founding in 2001, our mission has been to empower Native American and Alaskan Native individuals, enterprises, and governments by providing affordable and flexible banking and financial services tailored to their unique goals.

We take pride in cultivating personal relationships with our customers while upholding the highest standards of professionalism. Our diverse range of services includes personal and business banking, lending solutions, and more, all designed to support our clients' aspirations.

At Native American Bank, we go beyond traditional banking by encouraging our employees to engage in community service through our Mission in Motion program. We believe in giving back and nurturing a collaborative spirit among our neighbors. By joining Native American Bank, you play a crucial role in helping our community thrive while ensuring that our financial practices are guided by our cherished traditional values.

Additional Information

• Passbackground check prior to hire.


• Thisposition allows to hybrid schedule to candidates currently residing withina 45 miles radius from Denver, CO at this time.


• Theannual salary range for this full-time position: $60,000- $75,400.