Treasury Management Specialist

Parkside Financial Bank & Trust

Job Location:

Clayton, OH - USA

Monthly Salary: Not Disclosed

Posted on: 3 days ago

Vacancies: 1 Vacancy

Job Summary

In 2007 four different but complementary professionals gathered to discuss a shared visionassemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business designed specifically to serve the needs of discerning families and privately held businesses. Parkside offers a uniquely fresh perspective on banking commercial lending trust and family office services. Our interactive partnership between our clients and our team drives success builds legacies and transforms businesses. This is what makes ours An Uncommon Partnership.

With offices in St. Louis Missouri and Denver Colorado our dedicated team has grown our bank division to $1.1 billion in assets and our Trust & Family Office assets under management to approximately $3.6 billion. Voted a Top Workplace in St. Louis for five years running we are proud to build a strong team of Smart Likeable Entrepreneurial and Dependable employees. Join Parkside as we help our clients achieve financial success. Experience a rewarding career with robust benefits and professional growth opportunities within a community of colleagues and friends.

We are searching for a Treasury Management Specialist for our growing team. This role requires extensive Treasury Management product knowledge to be able to provide training and day-to-day support contact to Treasury Management clients. This person works integrally with Relationship Managers Customer Service and Bank Operations teams to aid and solutions related to Treasury Management suite of products. The Treasury Management Specialist also helps to support and maintain a consistent comprehensive product suite as well as updated current databases and documentation.

RESPONSIBILITIES

Revenue generation through coordinated calling efforts both independent and/or joint calling with RMs
- Maintain contact with key decision makers
- Manage pricing negotiation and proposals
Thorough knowledge of Treasury Management products and processes with understanding of how clients utilize them
Act as day-to-day support for Treasury Management clients providing ongoing training and problem research and resolution. Takes ownership of client experience by forming relationships and providing efficient and effective solutions
Assist in implementing new products and services for clients. Supports deposit scanner installations on-site or by phone
Maintain up-to-date client information on Bank system/files to ensure client documentation is accurate and complete
Assist in billing and analysis processes
Support training clients lenders and internal teams on all treasury management products
Helps support and maintain product suite to maintain a competitive high quality service offering
Project Management responsibilities involving product enhancements client communication and documentation
Maintain a comprehensive knowledge of related policies regulations and procedures
Develop working knowledge of Enterprise Resource Planning (ERP) system capabilities and integration of treasury products and automation

QUALIFICATIONS

High school diploma or equivalent along with 3 years of business banking experience
Technical & Analytical Skills
Willingness/Ability to manage projects/project coordination
Lead end to end technical implementations of TM product suite
Motivated self-starter
Ability to navigate and learn new computer systems and websites
Detail oriented and highly organized
Able to multi-task and prioritize to meet deadlines
Able to work both independently and as an integral part of a team
Strong verbal and non-verbal communication skills
Able to focus on key priorities and thrive in a complex and ever-changing environment
Service oriented and patient in stressful and challenging situations
Proficient in Excel Word PowerPoint Adobe
Willingness to learn and contribute to companys financial growth and profitability

EMPLOYEE BENEFITS

Parkside is proud to offer competitive benefits for all our employees including:

Competitive salary with bonus
Medical dental and vision insurance
401(k) Plan Employer Match
Employee Stock Options
Paid 4 Week Sabbatical Program including $5000 for travel with every 5 years of employment
12-week Paid Maternity Leave
Tuition Reimbursement
Employee charitable giving support
Company paid parking & more!

Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed please inform us so we can provide suitable assistance and modifications.

All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.

Required Experience: