Treasury Solutions Advisor II

Foothills Bank; Lake Havasu City (AZ); On-site; USD 50,000 - 70,000; Full time

Job summary

Foothills Bank in Lake Havasu City, AZ seeks a customer and branch support specialist for Business Internet Banking services. You will oversee referrals for new cash management clients, handle change requests, set up Business NetTeller, and assist with troubleshooting during on-site visits.

This role emphasizes exceptional service by phone and in person, partnering with branch managers and loan officers, and ensuring accurate documentation while promoting TM products.

Qualifications

• High school diploma or GED required.
• 5 years of similar or related experience.
• Professional verbal and written communication skills.
• Strong interpersonal, organizational, customer service abilities.
• Good judgment, tact and decision-making skills.
• Ability to handle stressful situations and meet deadlines.

Responsibilities

• Complete knowledge of TM Products.
• Partner with Branch Manager and Loan Officers on Customer Building/Relationships with TM Services.
• Determining Existing customer needs/potential.
• Cross Sell TM Products.
• Work with Referring branches on services.
• Travel to Branches and with Officers for customer visits.
• Attend Branch and Loan meetings to educate staff on TM Products.
• Maintains accurate records and reports.

Skills

Verbal communication

Written communication

Interpersonal skills

Organization

Decision-making

Customer service

Education

High school diploma or GED

Job description

Foothills Bank in Lake Havasu City, AZ seeks a customer and branch support specialist for Business Internet Banking services. You will oversee referrals for new cash management clients, handle change requests, set up Business NetTeller, and assist with troubleshooting during on-site visits.

This role emphasizes exceptional service by phone and in person, partnering with branch managers and loan officers, and ensuring accurate documentation while promoting TM products.