What are the responsibilities and job description for the Treasury Management Support Specialist position at CFBank?
About CFBank:
We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we’ve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role: The Treasury Management Support Specialist position is an internal and external client service support position that includes the management of an assigned portfolio of Treasury Management clients.
What you’ll do:
- Meet with customers as requested to determine their financial needs, and maintain a working relationship with clients, ensuring client retention and customer satisfaction.
- Maintain expert knowledge of the Bank’s Treasury Management products and services as a subject matter expert and critical support resource for internal staff and clients alike.
- Perform tasks related to the setup of customer accounts, including account opening and implementation of treasury management services, maintaining reporting and tracking related to sales and fee income as needed.
- Help develop presentations for new customers detailing how the bank can serve their business’s depository account needs.
- Collaborate effectively with client services and sales staff to cross-sell treasury management products and increase fee income, while also working to uncover opportunities for referrals for other lines of business.
- Possess a deep understanding of product features to handle customer requests related to treasury management services, which can range from remote deposit capture to automated clearinghouse (ACH) transfers.
- Carry out client service and administrative functions, including but not limited to account analysis, sweep set up, and other basic transaction and maintenance items.
What We Offer:
- Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
- Professional development opportunities including educational/training opportunities
- “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting
- Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
- Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
- One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared success