About this role
Role Overview
- Collaborate with partners to expand and retain business and commercial clients
- Own maintenance of deposit, loan and cash management services to fully meet the needs of existing clients
- Prepare, deliver, and review agreements
- Adhere to all Risk policies and procedures
- Conduct research to support ongoing client needs
- Generate cross-sell leads and participate in regular bank initiatives
- Partner with internal stakeholders to address complex client needs
- Analyze information from various sources to draw conclusions and develop solutions
Requirements
- Bachelor's Degree or equivalent experience (required)
- 3+ years of cash management experience (required)
- 3+ years of Commercial Banking experience (preferred)
- Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) (preferred)
- Expertise in treasury/cash management products and services
- Understanding of client setup, maintenance, and closure of commercial deposit accounts and loan servicing
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Paid time off
- Eligibility for incentive compensation