Treasury Management (On-Site) - Quincy and surrounding areas

Plumas Bank; East Quincy (CA); Hybride; USD 34 000 - 48 000; Plein temps

Résumé du poste

Plumas Bank is seeking a Treasury Management Specialist to promote, onboard, and support treasury management products for commercial and small business clients. The role involves onboarding through ongoing support and aiding in product identification and implementation of treasury technologies.

Responsibilities include maintaining the treasury annual product review process and serving as an application expert, providing training and ensuring high service levels for client delivery and ongoing

Qualifications

• High school diploma or GED required.
• Three to five years’ banking experience, preferably retail banking.
• Associate degree and/or a combination of education and experience in digital and/or retail banking.
• Bachelor’s degree in business, accounting, finance or related field preferred.
• Proficiency with Microsoft Word, Excel, and applicable Bank systems.

Responsabilités

• Converse with clients about the treasury product cycle from onboarding to ongoing support.
• Maintain and manage treasury annual product review process.
• Identify client needs through discussions with business development or advisors.
• Troubleshoot client technical challenges and support onboarding timelines.
• Collaborate with internal partners/vendors and customers to ensure service levels.

Connaissances

Client communication

Multitasking

Formation

High school diploma

Associate degree

Bachelor's degree in business/finance

Outils

Microsoft Word

Microsoft Excel

Bank systems

Description du poste

JOB SUMMARY

The Treasury Management Specialist works with digital banking, business development, and business advisors to promote, onboard, and support treasury management products and services to commercial and small business clients and prospective clients. Aids in product identification and implementation of technologies to meet the growing needs of current and potential clients. Maintains and manages treasury annual product review process. Application expert for all treasury applications, facilitating training and maintaining service levels for client delivery and ongoing support.

JOB FUNCTIONS

Ability to converse with clients regarding the product cycle of treasury services, onboarding through continuing support. Associate degree or equivalent, bachelor’s degree preferred. Effectively communicates with internal, external partners/vendors, and customers. Maintains and manages treasury annual product review process. Ability to identify client payment and treasury needs through conversations aided by business development or business advisors. Ability to troubleshoot and correct client technical challenges. Work within designated onboarding and client support timeframes. Ability to prioritize workload with high attention to detail with strong emphasis on the ability to multitask and prioritize in a fast-paced work environment.

EDUCATION AND EXPERIENCE

• High school diploma or GED required.


• Three to five years’ banking experience, preferably retail banking, client-facing and back-office experience.


• Associate degree and/or a combination of education and experience in digital and/or retail banking.


• Bachelor’s degree in business, accounting, finance or related field preferred.


• Proficiency with Microsoft Word, Excel, and applicable Bank systems.

There are many reasons to work for Plumas Bank. Working for a company that has seen significant growth in recent years while still maintaining a family environment are just a couple reasons. Receiving the comprehensive benefits that Plumas Bank offers its’ team members is another great reason! Plumas Bank offers competitive benefits. Salary range $25.00 - $35.00 per hour.

Plumas Bank is an Equal Opportunity Employer/Veterans/Disabled. 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.