Company

Banking

TreasurySupportAssociate

$65–85k ~AI est. Richmond, Virginia, United States; Roanoke, Virginia, United States; Charlottesville, Virginia, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Treasury Support Associate. Skills: Treasury management, Deposit account management, Client service. Manage incoming sales referrals. Prepare forms for implementation”

What You'll Achieve.

Ensure service levels are met; Resolve issues promptly; Ensure business member retention; Ensure account retention

Industry & Context.

Banking
Problems you'll solve

Problem solving; Analytical skills

What They're Looking For.

Must Have

4 years business banking role, 2 years deposit account management, 2 years treasury services role

Nice to Have

College degree preferred, Results in areas of responsibility may substitute for educational requirements

What You'll Do.

Manage incoming sales referrals

Prepare forms for implementation

Facilitate signing of agreements

Perform setup functions

Train members on treasury services

Respond to servicing inquiries

Maintain daily reports

Assist with deposit account management

Perform deposit account functions

Handle client requests

Resolve client problems

Coordinate with internal partners

Develop long-term solutions

Assist with TSO support

Participate in special projects

Perform Bank Secrecy Act functions

Perform OFAC functions

Report suspicious activity

How You'll Work.

Team & Collaboration

Partner with Treasury Sales Officer; Partner with Transaction Operations; Work with internal partners

Communication Scope

Written communication; Verbal communication

Full Job Description

_**Job Description:**_ **1 position based in either Richmond, Roanoke or Charlottesville** ** _Primary Function_** : The Treasury Support Associate (TSA) provides a variety of support functions to both the treasury management sales, implementation, maintenance and issue resolution processes. Partners directly with the Treasury Sales Officer (TSO) to understand business member’s needs and expectations and ensure that their support needs and service levels are continuously met. The TSA is also the first point of contact for all standard requests submitted to the treasury team from front line associates. The TSA will also partner with the Transaction Operations group to conduct maintenance and issue resolution of existing services. ** _Essential Duties and Responsibilities:_** * Manages incoming sales referrals and inquiries from all frontline associates * Prepare any forms necessary for the implementation of new services or maintenance requests * Facilitate the signing and collection of agreements required for the setup of new services * Perform setup specific functions related to all treasury services * Member training of all treasury services to include Business Online Banking * Responds to Treasury Services mailbox incoming servicing and issue inquires, Business Online Banking secure messages and sales opportunities * Maintains various daily, weekly and monthly reports and associated report driven tasks * May perform other duties as assigned ** _Services MBS managed relationships:_** * Assists TSO in the management of deposit accounts. * Performs all deposit account functions to include opening, maintenance and general inquiries for MBS managed clients * First point of MBS client contact for any treasury service related inquires. * Handles MBS client requests for information and resolves problems promptly. Involves TSO only when needed. * MBS client training of all treasury services to include Business Online Banking * Coordinates with internal Member Business Serv

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