Treasury Management Solutions Consultant

NewFirst; Rosenberg, Northern (TX, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

NewFirst is seeking a Treasury Management specialist to identify and engage prospective and existing customers for Treasury Management products and services.

The role requires knowledge of banking products, strong customer service, and the ability to coordinate with lenders and business development. You will support daily treasury operations and drive opportunities within client relationships.

Qualifications

• High school diploma or GED; three years of job related experience in Treasury Management functions.
• Familiar with Banking products and services.
• Knowledgeable in computer hardware and software.
• Knowledgeable in Microsoft Office software applications that include Word, Excel, databases and the ability to integrate applications with each other.
• Internet/web server application knowledge.

Responsibilities

• Identify and call on prospective and existing customers for Treasury Management products and services.
• Learn, administer and maintain new software or upgrades to systems used.
• Provide the highest level of customer service to internal and external customers.
• Manage time to focus on high priority prospects and opportunities.
• Understand business accounting, billing, payables and collections processes of businesses.

Skills

Interpersonal skills

Customer service

Treasury Management

Communication

Decision making

Problem solving

Time management

Cross-functional collaboration

Education

High school diploma or GED

3 years Treasury Management experience

Banking product knowledge

Microsoft Office (Word, Excel)

Internet/web server knowledge

Job description

NewFirst is seeking a Treasury Management specialist to identify and engage prospective and existing customers for Treasury Management products and services.

The role requires knowledge of banking products, strong customer service, and the ability to coordinate with lenders and business development. You will support daily treasury operations and drive opportunities within client relationships.