Treasury Management Specialist – Evansville, IN

Department: Treasury Management

Job Status: Full-Time

FLSA Status: Non-Exempt

Work Schedule: Monday – Friday, 8a-5p.  Evening and weekend work may be required as job duties demand

Location: Evansville, IN

Reports To: Director of Treasury Management

Amount of Travel Required: Occasional

Positions Supervised: None

Position Summary

The Treasury Management Specialist will be responsible for assisting the Treasury Management Officer and customers with setup of new business on-line products and services or modify existing customer accounts per their requests.  This position will help provide support for identifying existing and prospective business customers for our relationship managers/officers to assist them in developing/building relationships.

Essential Functions

Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

  • Assist the Director, Treasury Management to provide Community Bank Presidents, Municipality Director, lenders and bank personnel with information to help solicit, establish and maintain commercial banking relationships with a focus on treasury management products and core deposit growth.
  • Help generate a variety of prospect lists from existing customer referrals and sources and assist with analyzing customer data.
  • Help compile and track appropriate product agreements, resolutions and setup forms for products sold and communicate with customers concerning outstanding documentation needed.
  • Assist with the preparation of written proposals, RFP responses, and comparative analysis via internal systems for relationship manager/officer to utilize in presentations.
  • Respond to customer inquiries and requests in a prompt and courteous manner.
  • Meets established goals.
  • Help the Director, Treasury Management track referrals, identify opportunities for providing additional products or services to customers, and follow-up with relationship managers/officers on outstanding items.
  • Complete all required compliance and internal educational classes on a yearly basis.
  • Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer.
  • Adherence to all United Fidelity Bank Policies and Procedures.
  • Involvement in the implementation of a new account analysis system.
  • Duties, responsibilities and activities may change at any time with or without notice. This job description is not intended to be all-inclusive.  Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

Position Qualifications

Education: High School diploma or Associates degree

Experience:

  • Minimum of 1-2 years of applicable experience
  • Must be a self-starter and highly motivated

Computer Skills: Basic computer skills