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The Treasury Management Specialist position is responsible for the implementation of all Treasury Management products, including Online Banking, ACH, Wires, Remote Deposit, Lockbox Positive Pay and Sweeps. Additional responsibilities include, but are not limited to, training customers on how to effectively utilize the products in accordance with their business needs, obtaining all necessary account information and documentation (contracts and legal entity docs) from the customer for new account set up and finally an introduction between the client and their new Dedicated Servicing associate.
Essential Duties and Responsibilities
Obtains necessary documentation, account opening, and onboard for all Treasury Management products and cash management services.
Creates and coordinates execution of all agreements in relation to all Treasury Management products and cash management services. Assists with training internal customers on all Treasury Management products.
Schedules installation and training with external customers for all Treasury Management products via telephone, webinar, or onsite sessions.
Assists with maintaining implementation procedures and Treasury Management product guides
Orders and verifies receipt of customer supply orders (i.e. check scanners, checks, deposit slips, endorsement stamps, etc.).
Ensure all new and existing accounts are properly charged and linked for Analysis Charges, or has the appropriate exception approvals if applicable.
Communicates effectively with all internal and external customers on pending items and issues with Treasury Management accounts and products.
Works with Treasury Management sales staff to create presentations and demonstrate new products to both existing and new customers.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Take initiative to identify and anticipate client needs and make recommendations for implementation.
Individual must be able to work independently and be a self-starter.
Ability to communicate to both staff and customers, with a clear, audible speaking voice, ability to read and comprehend handwritten forms, and the ability to hear instructions or requests.
Proficiency in Microsoft Office Products, Word, Excel, and Outlook
Education and/or Experience
High School Diploma or equivalent
1-3 years of applicable customer-facing experience, including TM services
Preferred: Bachelor's Degree in a business-related field
MS Office programs
Ability to learn various banking systems in a quick and proficient manner
Other Qualifications (including physical requirements)
Time Management and ability to multi-task
Knowledge of TM Services and Processes
Knowledge of Jack Henry operating system and profitability
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.