Treasury Management Specialist

Firstbank; Birmingham (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

Firstbank in Birmingham, AL seeks a Treasury Management Specialist to guide customers from sales decision through implementation. You will collaborate with the sales team to design pricing, deploy products, and deliver seamless service to clients.

The role requires strong customer service, problem resolution, and time management skills, with a focus on maintaining relationships and coordinating with vendors and internal teams.

Qualifications

• 3+ years banking experience required
• Self-motivated with time management skills
• Customer service/problem resolution experience required

Responsibilities

• Create pricing proposals with the sales team based on competition bank statements or analysis statements
• Implement Treasury Management products and services from sales decision to fully operational, while making relevant decisions as needed for customer service
• Provide timely customer support to all Treasury Management products and services before and after implementation
• Support the sales team by cross selling Treasury Management products to existing customers
• Take ownership in the customer and coordinate support issues and resolution with vendors
• Conduct on-site meetings as needed to handle training, services issues and conduct client reviews
• Support Treasury Management Sales team with RFP completion and delivery within requested RFP time frame
• Maintain open communication with Treasury Management Sales, Relationship Manager and the customer

Skills

Customer service

Time management

Problem resolution

Cross-selling

Vendor coordination

Teamwork

Job description

This position works to ensure customer satisfaction with Treasury Management products from the Sales Decision to Implementation. This will require making relevant decisions within bank policy to assist in making the transition to FirstBank’s Treasury Management products smooth and maintaining the relationship. Also, responsible for working as a team to create pricing proposals, RFP completion and implementation of new products and services.

Essential Duties and Responsibilities

• Create pricing proposals with the sales team based on competition bank statements or analysis statements
• Implement all Treasury Management products and services from sales decision to fully operational, while making relevant decisions as needed for customer service.
• Provide timely customer support to all Treasury Management products and services before and after implementation.
• Support the sales team by cross selling Treasury Management products to existing customers
• Take ownership in the customer and coordinate support issues and resolution with vendors
• Conduct on sight meetings as needed to handle training, services issues and conduct client reviews
• Support Treasury Management Sales team with RFP completion and delivery within requested RFP time frame.
• Maintain open communication with Treasury Management Sales, Relationship Manager and the customer

Education and/or Experience

• Previous Treasury Management experience preferred but not required
• 3+ years previous banking experience required
• Self motivated with time management skills
• Customer Service/Problem Resolution Experience required