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Treasury Management Support Specialist - Century City

MidFirst Bank

Los Angeles, CA
Job Code:
  • Professional
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Job Details

Job Title: Treasury Management Support Specialist - Century City
Company: Midfirst Bank
Jobid: 9886
Job Type:
Location: Los Angeles, CA 90001


Position Description:

The Treasury Management Support Specialist will support the business development personnel by providing skilled and knowledgeable assistance with treasury management solutions and perform a variety of support activities such as sales proposals and pro-formas, cash management sales, requests for new product set up, managing all elements of the treasury management sales cycle and prospect qualification. This position will be responsible for new product set-up as well as providing technical support to clients regarding product usage and functionality. The Treasury Management Sales Support Associate will ensure products are properly set up in accordance with published service level agreements.

Essential Duties and Responsibilities:
Serve as the Treasury Management advisor for Corporate and Personal Banking groups and to provide education on treasury management products, pricing, and operations
Assisting the Relationship Management team with pricing and proposal completion. Orchestrate customer and prospect sales calls to expand business relationships
Prepare and present comprehensive sales proposals and presentations to customers in addition to participating and leading product training for various audiences
Partnering with internal implementations and operations to ensure new services are established correctly and timely and that customer issues are addressed in a professional and responsive manner
Identifying product improvements and solutions by communicating client and prospect needs and participating in the development of new services or modifications of existing services.
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
Review, analyze and understand clients’ treasury management needs and conduct professional demonstrations as needed.
Maintains sufficient knowledge of all treasury management products including, but not limited to Online Banking, Remote Deposit Capture, Account Analysis, ACH Origination, etc.
Manage and pre-plan tasks and meeting schedule to maintain an effective support of clients and business units.
Achieve and exceed assigned goals and objectives.
Understand the risk associated with all treasury management products and services and work with lenders and risk department to ensure all risks are identified and mitigated.

Position Requirements:

Minimum 5 years of experience in banking operations and cash management processes required
Strong written and communication skills.
Ability to effectively present information and respond to questions from business units, clients and managers.
Knowledge of treasury management products and services; database software, Excel and Word processing.
Ability to analyze, evaluate and interpret information and date to formulate conclusions and recommendations.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Job ID:9886

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