Centennial Bank · 15 hours ago
Treasury Management Advisor I
Fort Lauderdale, Florida, United States
Full-time
Onsite
Mid Level
3+ years expCentennial Bank is a financial institution seeking a Treasury Management Advisor I to generate sales of cash management products. The role involves consulting with clients, preparing documentation, and ensuring customer satisfaction with cash management services.
BankingFinanceFinancial Services
Responsibilities
Consult with prospective clients to determine cash management and other banking product needs. This duty is performed daily
Prepare necessary documentation (applications, contracts) for implementation of services sold. This duty is performed weekly
Make on-site visit for installation of services sold where applicable. This duty is performed as needed
Contact commercial clients to ensure customer satisfactions with services. This duty is performed as needed
Serve as liaison between commercial customers and operations. This duty is performed as needed
Support calling efforts of bank staff to attract a retain new business. This duty is performed daily
Conduct training sessions for lenders, business development and retail staff of benefit of products. This duty is performed as needed
Educate customers on the importance of cyber security and measures to take, to circumvent the risk. This duty is performed as needed
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. This duty is performed as needed
Perform any other related duties as required or assigned
Qualification
Required
Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc
Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 3 years related experience and/or training, or equivalent combination of education and experience
Ability to write reports, business correspondence, and policy/procedure manuals
Ability to effectively 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 solve practical problems and deal with a variety of known variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, or diagram formats
3+ years of banking experience
Excellent oral and written communication skills
Proficient in Microsoft Office Products (specifically Excel) and Adobe DC
Applicable knowledge of cyber security
Must be able to identify and measure potential risk with respect to treasury products and services
Preferred
Certified Treasury Professional (CTP)
Bilingual in English/Spanish
Occasional overnight travel may be required
Company
Centennial Bank
Centennial Bank offers businesses, investors, and municipalities a wide range of commercial, retail banking, and related financial services.
1001-5000 employees
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 StageLeadership Team
Arlene Lovelace
SVP, Chief Human Resources Officer
Brandon Cass
SVP, Chief Information Security Officer
Recent News
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2024-06-05
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