Treasury Management Support Associate
Treasury Management Support Associate
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Job Description
Job Details
Description
Oakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Birmingham AL! We are looking for a fulltime Treasury Management Support Associate who will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualifications listed below and more importantly be able to demonstrate that they live by Oakworth Core Values Golden Rule Character Innovative Spirit Professionalism Work Ethic.
Summary:
The Treasury Management Support Associate supports the onboarding and maintenance of Treasury Management (TM) services including ACH RDC Wire Transfers and Online Banking. They manage credit and PCard applications assist Treasury Management Advisors/Specialists with agreements and approvals and ensure accurate tracking and reporting. Additionally they support TM proposals data entry and marketing requests to enhance efficiency and client relationships.
Key Roles/Responsibilities:
- Expanding Existing Relationships Adding accounts to ACH RDC WT or OLB including documentation and CRM (Spotter) entry.
- Credit Card Application Processing Centralizing the credit & PCard application process with Treasury Management Team serving as a backup.
- OLB Account Management Reviewing and approving the OLB queue handling communications and processing internal requests and limit requests.
- Treasury Management Support Assisting TM Advisors with compiling and distributing TM agreements and internal approval documents ensuring accurate and timely CRM entry (Spotter) providing TM reports and tracking and facilitating annual client reviews.
- TM Proposal and Marketing Requests Supporting the creation of presentations entering pro forma data and fulfilling requests for TM marketing materials.
Responsibility Details:
- Provide support for all Oakworth markets in managing treasury management documentation for both new and existing client relationships.
- Responsible for the addition of accounts such as ACH RDC WT or OLB ensuring proper documentation in CRM (Spotter) for a seamless process.
- Process all business credit card and purchasing card applications.
- Review and approve the online banking (OLB) queue ensuring timely communication and efficient handling of internal requests.
- Support Treasury Management Advisors and Specialists by compiling treasury management agreements and internal approval documents.
- Prepare reports and maintain tracking for treasury management.
- Facilitate annual client reviews.
- Assist with presentations and respond any treasury management marketing requests.
- Attend inperson client meetings for direct engagement and relationship building as needed.
Qualifications and Skills:
- Associate degree or bachelors degree preferred
- 13 years of related experience (banking preferred)
- Experience with a Client Relationship Management (CRM) system a plus
- Detailoriented accurate and organized
- Teamfocused (collaborative works well with others supports team goals)
- Excellent communication skills verbal written listening
Oakworth has been recognized as a Best Bank to Work For by American Banker Magazine for the last eight years with six of those holding the top spot & ranking #2 in 2024. To learn more about our story and what makes Oakworth unique visit you are interested in this excellent opportunity please send your resume to .
#LIDNI
Required Experience:
IC
Employment Type
Full-Time
