Parkside Financial Bank & Trust · 2 hours ago
Treasury Management Specialist
Clayton, MO
Full-time
Onsite
Mid Level
3+ years expParkside Financial Bank & Trust is an independent financial institution focused on business banking and wealth management. They are seeking a Treasury Management Specialist to provide training and support to Treasury Management clients, working closely with various teams to enhance the client experience and maintain product offerings.
BankingFinancial ServicesInsurance
Responsibilities
Revenue generation through coordinated calling efforts – both independent and/or joint calling with RM’s
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
Qualification
Required
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 company's financial growth and profitability
Benefits
Medical, dental, and vision insurance
401(k) Plan + Employer Match
Employee Stock Options
Paid 4 Week Sabbatical Program, including $5,000 for travel, with every 5 years of employment
12-week Paid Maternity Leave
Tuition Reimbursement
Employee charitable giving support
Company paid parking & more!
Company
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust is a financial services company providing banking and treasury management services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$2.87M2011-04-07Series Unknown· $2.87M
Leadership Team
Matthew Wagner
Chief Practice Officer | Co-Founder
Company data provided by crunchbase