Treasury Management Advisor II jobs in United States
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Centennial Bank ยท 3 days ago

Treasury Management Advisor II

Centennial Bank is seeking a Treasury Management Advisor II who is responsible for sales of cash management products to commercial customers. This role focuses on generating fee income and providing ongoing support to ensure customer satisfaction while also educating clients on cyber security measures.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Consult with prospective clients to determine cash management and other banking product needs
Prepare necessary documentation (applications, contracts) for implementation of services sold
Make on-site visit for installation of services sold where applicable
Make follow up calls with commercial clients to ensure customer satisfactions with services
Serve as liaison between commercial customers and operations through early stages of relationship
Prepare responses to RFP's to include a cost analysis of banking services
Support calling efforts of bank staff to attract and retain new business
Conduct training sessions for lenders, business development and retail staff of benefit of products
Work with management to determine ongoing risk assessment processes
Participate in groups or committees that impact product offering related to commercial services
Educate customers on the importance of cyber security and measures to take to circumvent the risk
The ability to work in a constant state of alertness and in a safe manner
Complete required BSA/AML training and other compliance training as assigned
Perform any other related duties as required or assigned

Qualification

Certified Treasury ProfessionalAccredited ACH ProfessionalAccountingBilingual in English/SpanishPresentation/PowerPointSpreadsheetWord ProcessingData EntryContact ManagementDatabaseHuman Resources SystemsPayroll Systems

Required

Bachelor's degree
Five (5) years of experience
Intermediate: 10-Key, Presentation/PowerPoint, Spreadsheet, Word Processing/Typing
Basic: Accounting, Alphanumeric Data Entry, Contact Management, Database, Human Resources Systems, Payroll Systems
Knowledge of such fields as accounting, marketing, business administration
Ability to write reports, business correspondence, and policy/procedure manuals
Ability to present information and respond to questions from groups of managers, clients, customers, and the general public
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
Ability to apply concepts such as fractions, ratios, and proportions to practical situations
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
Drug Testing/Screening; Background Checks; Credit Checks

Preferred

Certified Treasury Professional (CTP) Credential
Accredited ACH Professional
Bilingual in English/Spanish

Company

Centennial Bank

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Centennial Bank offers businesses, investors, and municipalities a wide range of commercial, retail banking, and related financial services.

H1B Sponsorship

Centennial Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2021 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Arlene Lovelace
SVP, Chief Human Resources Officer
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Brandon Cass
SVP, Chief Information Security Officer
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Company data provided by crunchbase