What are the responsibilities and job description for the Treasury Management Advisor position at Dart Bank?
Role Description
We are seeking a Treasury Management Advisor for a full-time in office role based in Mason, MI. The Treasury Management Advisor will develop and nurture client relationships by providing tailored financial solutions and consulting on treasury management services. Day-to-day responsibilities include analyzing client needs, offering product recommendations, conducting training sessions, and ensuring optimal use of the bank’s financial products and services. Additionally, this role involves collaborating with internal teams to deliver top-tier customer experiences.
Qualifications
- Strong Analytical Skills to assess client financial data and provide tailored recommendations
- Experience in consulting and providing strategic advice to optimize treasury management
- Effective communication skills, including building relationships and delivering clear training sessions
- Background in finance with a solid understanding of financial services and banking operations
- Ability to deliver training programs to clients and internal teams to enhance product utilization
- Proven client relationship management expertise and a customer-focused mindset
- Proficiency with treasury management systems and relevant software tools
- Bachelor's degree in Finance, Business Administration, or a related field is preferred