Job Description Assists Treasury Management Sales Officer by performing daily support activities related to commercial customers and treasury management services.
Acts as a point of contact for account officers and loan administrative assistants on evaluating commercial customer needs with regards to treasury management services (cash management, ACH, RDC, positive pay, business credit cards and merchant services).
Establish new commercial account relationships and treasury management services while ensuring compliance with policies.
Respond promptly and professionally to customer inquiries, ensuring satisfaction.
Assist in training customer and bank personnel on treasury management services.
Contribute to the development of new treasury management products and services.
Perform quality control review of treasury management agreements and other related documents in support of treasury management relationships.
Collaborate with internal departments, loan offices, and banking centers.
Handle customer records, including preparation, completion of forms, and document scanning.
Convey information, compose correspondence, and coordinate resolution of customer issues.
Attend and participate in meetings, complete required reports, and stay informed of policy
changes.
Maintain confidentiality of customer information.
Undertake special projects and perform assigned job duties.
Physical Requirements:
Must be able to remain in a sitting stationary position for extended periods of time
Constantly operate a computer and other office machinery
Ability to lift up to 25 pounds
Minimal travel required as needed
FNBT is an equal opportunity employer.
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