Company
Banking
TreasurySupportAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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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