Treasury Management Specialist I (Remote Eligible: AZ, FL, KS, MO, NM, NV, TX)

Treasury Management Specialist I (Remote Eligible: AZ, FL, KS, MO, NM, NV, TX)

Apply remote type Remote/Hybrid Eligible locations Remote - KS time type Full time posted on Posted 8 Days Ago job requisition id REQ - 4259

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.

Together, there’s no stopping you!

Job Title:

Treasury Management Specialist I (Remote Eligible: AZ, FL, KS, MO, NM, NV, TX)

Job Description:

Summary:

Provide service and support for existing Treasury Management (TM) clients. Coordinate onboarding and training for new clients. When possible, cross sell TM products and services to existing clients.

This position will be responsible for working with TMO’s, RM’s and clients to establish client needs and prepare bank legal documents to establish such services. Once systems are set up by Operations, this position will work with clients (on-site and by telephone) to install services, train client supervisors and users, and troubleshoot problem issues (sometimes technical) as they arise.

Essential Duties and Responsibilities:

• Setting up new TM services, researching and resolving customer issues, identifying and troubleshooting systems-related problems and ensuring operational integrity of accounts and processes consistent with Bank policies and procedures and legal/regulatory requirements.
• Independently processing client setups requiring knowledge of procedures and/or regulatory requirements, placing and responding to internal calls, utilizing multiple Bank systems to complete duties, exercising judgment and making decisions having impact on customer accounts or EB&T operations and sending correspondence to customers.
• Working closely with deposit operations for physical set-up and/or deployment of new client products and services that include, but are not limited to, Online Banking, ACH origination, Remote Deposit, Lockbox, Positive Pay, and ACH Debit Filter.
• Ensuring smooth and efficient banking transition for our clients.
• Providing telephone support to internal treasury management staff on product and services.
• After implementation, reviewing client analysis statements for accuracy to ensure proper fees are being collected.
• Troubleshooting client issues and providing timely resolution to the client.
• Performing daily functions in a timely manner without jeopardizing quality and accuracy.
• Maintaining confidentiality of client information.
• Maintaining treasury client data within Salesforce.
• Completing all client relationship reviews, working with TMO’s, RM’s, credit analysts, and others to collect comprehensive client relationship and opportunity information.
• Utilizing client contacts for assistance as an opportunity to cross-sale additional services.
• Providing special project management for managers and TMO’s as needed.
• Performing other duties as required.

Qualifications:

• Strong math and problem solving skills
• Excellent interpersonal and customer service skills with the ability to cross sale products and services
• Must maintain confidentiality of client transactions and bank records
• Team-oriented, possess a positive attitude and work well with others
• Good phone voice with professional and well-groomed appearance
• Ability to interview customers and understand requests
• Ability to operate standard office equipment, such as computer work stations, typewriters, calculators, and copier
• Ability to prioritize; handle multiple tasks; and work independently
• Strong organizational skills and detail-oriented with high degree of accuracy
• Thorough knowledge of bank operations, products, and services offered at the bank
• Knowledge of banking laws and regulations including the Bank Secrecy Act
• Knowledge of treasury products and account analysis
• Excellent problem solving skills.

Supervisory Responsibility:

• None

Education and Experience:

• High School diploma or equivalent plus one to three years banking and/or Treasury Management experience

Computer Skills:

• Strong knowledge of Microsoft Word, Excel, Access and PowerPoint.
• Adobe Creative Suite
• Bankway
• Salesforce
• Google Mail

Certificates, Licenses and Registrations:

• None

Working Conditions:

• Extensive periods of standing
• Constant judgment and concentration
• Frequent talking and listening

Equal Opportunity Statement:

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com.

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings.

About Us

Enterprise Bank & Trust was founded on the idea of serving the lifetime financial needs of privately-held businesses, their owner families and other success-minded individuals. That concept has remained as our unwavering and guiding vision. We understand that every business is unique, so we tailor our comprehensive array of banking, trust and financial advisory services to fit the needs of our clients, no matter the size. Although we are equipped with the insights and capabilities of the largest financial companies, we provide our clients with the personal relationship afforded at a small community bank.

By remaining steadfast in our mission, we now have over $12.9 billion in assets. Headquartered in Clayton, MO, Enterprise Bank & Trust operates branch offices in Arizona, Kansas, Missouri, California, New Mexico and Nevada. Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations. Our parent company, Enterprise Financial Services Corp is publicly traded (Nasdaq: EFSC.)