Treasury Management Specialist I - Growth & Client Solutions

Mt. Washington Pediatric Hospital; Colorado Springs (CO); On-site; USD 26,000 - 36,000; Full time

Job summary

ANB Bank is seeking a Treasury Management Assistant I to support and develop Treasury Management customers. The role involves opening accounts, selling products, and resolving complex customer service issues.

You will assist in document preparation for new accounts and updates, while coordinating with related units to ensure accurate setup. The position emphasizes relationship building, cross-selling, and understanding Treasury Management offerings.

Qualifications

• Minimum 1 year related banking experience or an equivalent combination of education and experience.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Proficiency in Microsoft Office products.
• Knowledge of banking products, treasury operations, and banking regulations.

Responsibilities

• Supports Treasury Management customers by opening accounts and selling Treasury Management products and services.
• Resolves complex customer service issues and maintains strong client relationships.
• Prospects for new customers through referrals and regional activity.
• Prepares documents for new accounts or modifications to Treasury Management agreements.
• Maintains thorough understanding of Treasury Management products and related processes.
• Ensures compliance with BSA requirements and banking regulations.

Skills

Analytical skills

Problem solving

Attention to detail

MS Office

Banking knowledge

Treasury operations

Tools

Microsoft Excel

Job description

ANB Bank is seeking a Treasury Management Assistant I to support and develop Treasury Management customers. The role involves opening accounts, selling products, and resolving complex customer service issues.

You will assist in document preparation for new accounts and updates, while coordinating with related units to ensure accurate setup. The position emphasizes relationship building, cross-selling, and understanding Treasury Management offerings.