Treasury Management Associate I

Community State Bank, Avilla IN; Fort Wayne (IN); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

Company-paid Health Savings Account (H

Paid parental leave

Paid holidays, vacation, and sick time

Life/AD&D/LTD insurance

Retirement plan with 401(k) match and/

Job summary

Community State Bank in Fort Wayne, Indiana, is seeking a Treasury Management Associate I to join the Commercial team. The role focuses on developing and servicing business deposit relationships and TM banking services.

Responsibilities include client training, TM product setup, and relationship expansion, with travel to client sites as needed. This is a full-time, on-site position within a collaborative, team-oriented environment.

Qualifications

• Education: A 2-year degree in a Business or Finance-related field is normally required.
• Experience: 2-3 years banking experience; TM experience a plus.
• Skills: strong communication, typing speed, and MS Office proficiency; fluent English; ability to travel.

Responsibilities

• Provide client training for all TM services (ACH, online banking, sweep, wire transfers, etc.).
• Complete system setup and maintenance for TM products and services.
• Prepare customer documents for TM services and deposit accounts.
• Enhance relationships by offering new TM products and services.
• Identify prospects for deposit and TM services and coordinate deployment.
• Respond to inquiries via phone or email regarding TM services and deposits.
• Assist clients who have experienced fraud on their accounts.
• Conduct annual relationship reviews to optimize pricing and engagement.
• Collaborate with Sales for technical support and ensure policy compliance.

Skills

Communication skills

Typing 50 wpm

Fluent English

Travel ability

Education

2-year degree in Business or Finance

Tools

Word

Excel

PowerPoint

Outlook

Job description

Look no further!
At Community State Bank, we value employees for their individual uniqueness, as we know that each staff member has something wonderful to add to our company. Our teams work well together because we all embrace our core values of integrity, communication, respect, encouragement, accountability, trust, and equality. We provide exceptional service to our clients as well as a rich and rewarding environment for our staff.

CSB offers a comprehensive benefits package for full-time employees that includes:

• Competitive wages
• Medical, dental, and vision plans
• Company-paid Health Savings Account contributions
• Paid parental leave
• Paid holidays, vacation, and sick time
• Company-paid life, AD&D, and Long-Term Disability insurance
• Retirement plan including 401(k) with company match and ESOP with immediate vesting
• Voluntary life, accident, and Short-Term Disability insurance
• And more!

CSB offers a comprehensive benefits package for full-time employees that includes:

• Competitive wages
• Medical, dental, and vision plans
• Company-paid Health Savings Account contributions
• Paid parental leave
• Paid holidays, vacation, and sick time
• Tuition reimbursement
• Company-paid life, AD&D, and Long-Term Disability insurance
• Retirement plan including 401(k) with company match and ESOP with immediate vesting
• Childcare assistance
• Voluntary life, accident, and Short-Term Disability insurance
• Professional development opportunities
• And more!

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Position: Treasury Management Associate I

Location: Fort Wayne, IN

Remote Status: On-Site

Job Id: 223

# of Openings: 1

Community State Bank is seeking a Full-Time Treasury Management Associate I to join our Fort Wayne, Indiana Commercial team. Community State Bank offers a competitive compensation and benefits package and a positive, team-oriented environment.

Job Details

• Job Title: Treasury Management Associate I
• Reports To: Treasury Management Officer
• Supervises: None
• Division: Commercial
• FLSA Classification: Non-Exempt
• Pay Rate: Hourly

Position Purpose

The Treasury Management Associate I (TMA I) position is responsible for effectively developing, expanding, and servicing new and existing customer relationships through a specialization in business deposits and Treasury Management (TM) banking services and products.

Job Requirements

• Education: A 2-year degree in a Business or Finance-related field is normally required. Additional experience may be accepted in lieu of degree.
• Experience: A minimum of 2-3 (two to three) years’ experience in banking is normally required. Bank Treasury Management experience is a plus.
• Skills: Exceptional verbal and written communication skills; advanced problem-solving and critical thinking skills; ability to type at least 50 wpm; advanced proficiency with Microsoft Office software such as Word, Excel, PowerPoint, and Outlook; fluent communication in the English language; ability to travel between Bank and client locations as needed.

Essential duties include, but are not limited to

CSB Cultural Expectations

• Commit to learning, integrating, and modeling CSB’s ‘I CREATE’ core values: Integrity, Communication, Respect, Encouragement, Accountability, Trust, and Equality.
• Align to bank-wide vision, mission, and business objectives.
• Commit to continuous personal and professional growth in the areas of teamwork, client service, and job specific competencies.

General Job Expectations

• Provide client training for all TM services, including but not limited to ACH processing, business internet banking, sweep accounts, positive pay, wire transfers, and Remote Deposit Capture, Virtual Vault, and Lockbox.
• Complete system set up and maintenance for existing and new TM products and services.
• Prepare customer documents required to establish or maintain TM services and assist with gathering required documentation for commercial deposit accounts.

Client Engagement and Support Expectations

• Enhance existing customer relationships through the introduction of new services/products that improve customer satisfaction.
• Identify and develop prospects for deposit and TM services into new relationships.
• Identify appropriate deposit and TM products and services for customers and prospects, coordinate set-up and implementation.
• Provide direct customer support responding to general and technical inquiries via phone or email, related to TM services/systems and commercial deposit account inquiries.
• Assist business customers who have experienced fraud on their account.
• Conduct annual relationship reviews to ensure proper pricing and additional engagement opportunities.
• Conduct joint calls with Sales Officer to assist with technical support.
• Ensure compliance with all applicable policies and regulations as well as the monthly, quarterly and annual review requirements for TM clients.

Team Support Expectations

• Assist Retail team with TM services referrals.
• Provide specialized departmental support within the organization.

Compliance/Other Expectations

• Remain fully trained and knowledgeable in all compliance-related areas of CSB including, but not limited to: BSA, OFAC, Reg E, Reg CC, etc.
• Perform other duties as assigned.

Physical Demands

• Frequent sedentary work that primarily involves sitting/standing for extended periods.
• Frequent repetitive motions that include the hands and/or fingers.
• Constant reaching with hands and arms.
• Constant operation of a computer and other office productivity machinery, such as a calculator, copy machine, phone.
• Constant written and verbal communication with others to exchange information.
• Constant state of awake and alertness.
• Occasional stooping, kneeling, or crouching.
• Frequently speaking in front of groups of people.
• Frequently speaking and listening to coworkers and clients both in person and on the phone.
• Constant in-person attendance at job site.
• Occasional to frequent travel to a branch or client location.
• Occasional lifting of up to 10 pounds.
• Occasional exposure to adverse weather conditions.
• Constant exposure to moderate office noise levels in a group setting.

Community State Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.