What are the responsibilities and job description for the Treasury Management Product Specialist position at Central National Bank TX?
Treasury Management Product Specialist
Description
In this role, the Treasury Management Product Specialist will serve as the primary point of contact for commercial customers, ranging from small businesses to mid-sized and corporate clients. This position involves leading the onboarding process for new clients, assisting with product setup, troubleshooting issues, and offering high-touch support throughout the duration of the customer relationship. Collaboration with Relationship Bankers, Lenders, and other internal teams will be key to delivering a seamless and responsive customer experience.
This role requires a strong mix of technical product knowledge, customer service excellence, and professional presence.
Requirements
Skills and Qualifications
- Experience in treasury management, commercial banking, or a related customer-facing role
- Deep knowledge of treasury products and services (ACH, wires, RDC, Positive Pay, etc.)
- Experience with commercial account opening and onboarding processes
- Knowledge of regulatory and compliance requirements related to treasury products
- Exceptional customer service and relationship-building skills
- High degree of professionalism, reliability, and responsiveness
- Strong problem-solving abilities with the initiative to take ownership of customer needs
- Excellent written and verbal communication skills
- Proficient in Microsoft Office (Outlook, Excel, Word); experience with Jack Henry products is a plus
- Ability to manage multiple customers and priorities with a calm, confident approach
Key Responsibilities
- Serve as the dedicated contact for commercial customers utilizing treasury management products and services
- Lead the onboarding process for new Treasury Management customers, including documentation, product setup, and training
- Provide expert-level support and troubleshooting for services including: Cash Management, ACH, Wire Transfers, Remote Deposit Capture, Positive Pay, eStatements, Lockbox Services, Commercial Credit Card Programs, Bill Pay, and Sweep Accounts
- Assist with the opening of new commercial deposit accounts as part of the onboarding process
- Proactively build and maintain long-term relationships with customers, ensuring satisfaction and identifying opportunities to enhance their banking experience
- Maintain a strong understanding of current industry trends, competitor offerings, and compliance requirements
- Assist with product training for internal teams and help support Treasury Management product enhancements or rollouts
- Manage special projects as needed
Central National Bank offers a competitive benefits package which includes health, dental, vision, 401K, life insurance, employee assistance program, and PTO.
Central National Bank is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability or veteran status.