Treasury Management Specialist — Client Success & Deployment

FirstBank; Memphis (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

FirstBank in Memphis seeks a Treasury Management professional to oversee customer satisfaction from sales decision to implementation. You will help transition customers to Treasury Management products while adhering to bank policy and maintaining the client relationship.

You will work with the sales team to create pricing proposals, support RFPs, and coordinate with vendors. The role emphasizes teamwork, timely client service, and cross-selling capabilities to expand treasury solutions.

Qualifications

• 3+ years of banking experience required.
• Previous Treasury Management experience preferred but not required.
• Self-motivated with strong time management skills.
• Customer service and problem-resolution experience required.

Responsibilities

• Create pricing proposals with the sales team based on competition bank statements or analysis statements.
• Implement Treasury Management products 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.
• Support sales by cross-selling Treasury Management products to existing customers.
• Take ownership of the customer and coordinate support issues and resolution with vendors.
• Conduct on-site meetings for training, services issues and client reviews.
• Support Treasury Management Sales 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

Communication

Problem solving

Teamwork

Job description

FirstBank in Memphis seeks a Treasury Management professional to oversee customer satisfaction from sales decision to implementation. You will help transition customers to Treasury Management products while adhering to bank policy and maintaining the client relationship.

You will work with the sales team to create pricing proposals, support RFPs, and coordinate with vendors. The role emphasizes teamwork, timely client service, and cross-selling capabilities to expand treasury solutions.