Treasury Management Specialist

Socket.dev; Huntsville (AL); On-site; USD 55,000 - 75,000; Full time

Job summary

ServisFirst is seeking a Treasury Management Specialist to provide technical support and training on all Treasury Management products and services. The role includes assisting officers with prospect analyses to demonstrate value and driving implementations for new and existing clients.

You will train colleagues, conduct reviews for remote deposit and ACH users, install scanners, and ensure adherence to compliance policies.

Qualifications

• High School diploma or equivalent; bachelor’s degree preferred.
• Two (2) years of experience in customer support or related role; banking experience preferred.
• Excellent written and verbal communication skills with customers.
• Able to explain technical information clearly to diverse audiences.
• Proficient with Microsoft Outlook, Word, Excel and PowerPoint.
• Experience using JAVA and Adobe software preferred.
• Experience in group presentations.
• Attention to detail and strong analytical ability.
• Excellent organizational skills and multitasking abilities.

Responsibilities

• Respond promptly to client inquiries related to Treasury Management products and services.
• Provide technical support on Treasury Management products and services.
• Train ServisFirst personnel on Treasury Management products.
• Assist officers with prospect statement analysis to identify value opportunities.
• Conduct yearly reviews for remote deposit and ACH clients.
• Install and maintain remote deposit scanners for clients.
• Process Treasury Management services agreements.
• Attend sales appointments to support implementation and relationship building.
• Conduct client training in person and via telephone on Treasury Management systems.
• Perform site visits for high-risk remote deposit clients to review usage.

Skills

Customer support

Communication

Presentation

Training

Analytical ability

Organizational skills

Multitasking

JAVA experience

Adobe software

Microsoft Office

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Outlook

Word

Excel

PowerPoint

JAVA

Adobe Software

Job description

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Treasury Management Specialist will provide technical support and client training for all Treasury Management related products and services. The position provides training to other ServisFirst personnel on Treasury Management products and assists officers with prospect statement analysis in order to identify opportunities and highlight the potential value of Treasury Management products.

The incumbent will:

• Respond promptly to client inquiries related to all Treasury Management products and services
• Answer incoming technical support calls related to all Treasury Management products and services
• Communicate service/product updates to clients
• Conduct yearly reviews for remote deposit and ACH clients
• Review all inventory of remote deposit machines
• Install remote deposit scanners for new and existing clients
• Provide maintenance for remote deposit machines
• Process Treasury Management services agreements
• Occasionally attend sales appointments with Officers to assist with, close and immediately establish implementation/support relationship as it relates to Treasury Management services
• Assist Officers by conducting statement analysis for prospects to compare their current provider to services offered by ServisFirst
• Conduct client training (in person and via telephone) to demonstrate how to use all Treasury Management related systems
• Conduct site visits for high-risk remote deposit clients to review their usage of the service and equipment
• Conduct training for other ServisFirst personnel
• Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

Note: Additional duties and responsibilities may be assigned.

MINIMUM QUALIFICATIONS

• High School diploma or equivalent; bachelor’s degree preferred
• Two (2) years of experience in customer support or related role
• Experience in banking preferred
• Excellent written and verbal communication skills, as demonstrated in a position documenting issues and providing instructions to customers
• Proven ability to work with and encourage a wide range of customer abilities, from technically proficient to technically hesitant
• Proficient with Microsoft Outlook, Word, Excel and PowerPoint
• Experience using JAVA and Adobe software preferred
• Experience making group presentations
• Experience in a position requiring attention to detail and analytical ability
• Excellent organizational skills and ability to multi-task, as demonstrated in a position requiring multiple objectives within deadline

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of:

• Sustained standing and sitting
• Frequent use of PC, including typing or sustained attention to monitor
• Occasional presentations requiring public speaking to small groups
• Occasional lifting of basic office files or equipment up to 20 lbs
• Normal office environment with comfortable internal temperatures and low level noise

EOE/AA