Treasury Management Specialist

Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham AL! We are looking for a Treasury Management Specialist that 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).

Responsibilities and Duties:
The Treasury Management Specialist provides services offered by the bank to our Private Banking and Commercial clients. The Treasury Management Specialist provides sales client transition and support functions for the full range Treasury Management and Online Banking products offered by the bank to our Private Banking and Commercial clients. This role is responsible for a variety of tasks including those listed below:

Key Roles/Responsibilities:

• Support the business development effort for both Private and Commercial Banking
• Maintain and enhance existing client relationships
• Onboard new clients
• Implement services
• Educate Client Advisors Client Support and other associates on the array of Treasury Management/banking products and services offered by Oakworth

Responsibility Details:

• Will work alongside Client Advisors in the area of Treasury Management and support the business development efforts for the overall bank.
• Assist in customizing client services for new and existing clients and to make requested changes.
• Leads new client onboarding for Treasury Management products including Online Banking. Ensure that each new Private Banking and Commercial Banking client is exposed to the full array of services offered by the bank.
• Responsible for discussing Treasury Management products with clients and/or prospects:
  • Bank collection tools including ACH Debit Lockbox and Remote Deposit Capture solutions.
  • Payment channels including Consumer and Commercial Bill Pay ACH Wire Transfer and Zelle.
  • Online Banking.
• Assist with the sales of Credit Card and Purchasing Card Solutions for Private Banking and Commercial Banking clients.
• Assist in keeping Client Advisors in each market educated on new and existing products and offer direct support to bank initiatives in these areas.
• Provide support for both clients and associates within the assigned market(s).
• Prepare and execute Treasury Management agreements and documents.
• Conduct periodic Treasury Management client reviews.
• Responsible for safeguarding all company and client information by maintaining confidentiality and upholding information security standards. Must also be knowledgeable of company policies around information security and confidentiality as well as participate in all trainings required on a periodic basis.

Qualifications and Skills:

• Bachelors degree or equivalent
• Minimum of three (3) years of experience
• Treasury Management experience is highly preferred
• Proficiency in Horizon or a similar Core Banking system and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform is preferred
• Excellent interpersonal skills as well as written and verbal communication skills
• Acute attention to detail
• Proficiency in Microsoft Office suite is required
• High level of professionalism with confidential and sensitive information