Treasury Management Associate

Description

ABOUT THE ROLE

The Treasury Management Associate is an integral Treasury Management team member who contributes to new sales targets and achieving portfolio growth objectives. In this position, you will be supporting the Treasury Management Advisor & Treasury Management Manager with pre-call research, developing proposals, and preparing post-sales client documentation and interim documentation updates. You will serve as a liaison between the client, the TM Advisor, TM Manager and the eBanking team to ensure a satisfactory implementation experience. You will be responsible for having a strong knowledge of business banking requirements, cash management products and services, and the client portfolio to successfully analyze decisions made for the client. You may conduct joint sales calls with the Treasury Management Advisor or Treasury Management Manager.

WHO WE ARE AND WHAT WE DO:

If you’re looking for an exciting opportunity, you’re in the right place. Santa Cruz County Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast and in Silicon Valley.  We engage in impactful volunteering and support the greater economic vitality within our tri-county reach. Our success is due to our amazing team of exceptional, experienced, knowledgeable, and success-oriented employees.

We’ve been recognized with numerous community leadership awards and our team gives 2000 hours of volunteer service each year. A few honors we’ve received locally, include:

• Good Times Best of Santa Cruz, Best Bank – 11 consecutive years
• Santa Cruz Sentinel Reader’s Choice, #1 Best Bank – 8 years
• Santa Cruz County Chamber of Commerce – Business of the Year 2018 and 2021
• Press Banner’s Best of Scotts Valley, Best Bank 
• Register Pajaronian’s Best of Pajaro Valley, Best Bank
• Second Harvest Food Bank, Big Step and Platinum Awards for Holiday Food and Fund Drive
• Farm Bureau of Santa Cruz County and Agri-Culture, Al Smith Friend of Agriculture Award

Requirements

WHAT YOU'LL BE DOING:

• Provide Treasury Management Advisor & Treasury Management Manager with pre-call research and under supervision, develop proposals and pricing proposals and prepare post-sales client documentation
• Occasionally conducts meetings with the assistance of Treasury Management Advisor or Treasury Management Manager including conducting relationship reviews, product demos, product training and analyze perspective client statements for proposals.
• Serve as a liaison between the client, the TM team and the eBanking team to ensure a satisfactory implementation experience.
• Understand client’s Treasury management structure and objectives
• May conduct joint calls with the Treasury Management Advisor or Treasury Management Manager
• Responsible for tracking each implementation request to keep the progress on track to the timeline committed to the client.  In addition to ensuring once the implementation is completed, the client is billed accurately
• Prepare product agreements, obtain legal documentation and proactively track and obtain outstanding agreements
• Interview customers by phone to obtain information required to prepare product contracts and specification sheets
• Create and manage implementation plans for large, complex clients.
• Participate in maintaining procedures for forms and agreements.
• Facilitate all product training with Client & eBanking Team for new customers and new users, either by phone or in person, as needed.
• Identify cross-sell opportunities within portfolio.
• Perform other tasks and duties as assigned.

WHAT YOU BRING:

Must be able to perform all the essential duties of the position satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor Degree preferred or equivalent work experience.
• 2 years’ experience with treasury management products, bank products, client service or other directly related experience.  A combination of education and experience may meet requirements.
• 2 years’ Advanced knowledge of bank and treasury products and services including the ability to explain their benefits to clients and prospects
• Strong interest in working with experienced Treasury partners in order to recognize a client’s cash flow needs and apply appropriate banking solutions
• 2 years’ experience in demonstration and training clients on products
• Solid sales, analytical and quantitative skills to determine the clients’ needs.
• Some new accounts knowledge preferred 
• Must have foundational computer skills including: Microsoft Office Suite (Outlook email and calendaring), Word, Excel and the Internet.
• Excellent people skills, with an ability to partner multiple business units and partners. 
• Possess personal qualities of integrity, credibility, and commitment to corporate mission. 
• Reliable, dependable and punctual attendance.
• Flexible and able to multitask; can work within an ambiguous, fast-moving environment, while also driving toward clarity and solutions; demonstrated resourcefulness in setting priorities and guiding investment in people and systems. 

PHYSICAL DEMANDS 

While performing the duties of this position, the employee is in regular communication, is required to use various tools or objects, and have the mobility to move about the office. The employee occasionally lifts and/or moves objects up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. 

Travel: Travel is primarily local during the business day, although some out-of-the-area travel may be expected.  

BENEFITS:

• Medical, dental, and vision plans
• Vacation, sick leave, paid  holidays
• Paid volunteer time 
• Employer paid life insurance, long term and short term disability
• 401(k) with employer matching
• Ongoing training, professional development and career advancement opportunities

RECRUITING PROCESS: 

If your application is selected, we'll reach out to schedule an interview where you'll meet various members of our team. If you are selected to continue in the process, we'll schedule a follow up meeting where you'll meet key colleagues who frequently interact with in this role. If you are offered and accept the job, we'll begin the background screening process and prepare for your starting day!

Ready to apply? If this career opportunity sounds like a fit for you, then click on the ‘apply’ button below and we'll reach out to you with next steps! 

Salary : $25 - $33