What are the responsibilities and job description for the Treasury Management Associate position at HERITAGE BANK INC?
· Assist Treasury Management Officers in preparing proposals, presentations, and documentation for prospective and existing clients.
· Support client onboarding by coordinating implementation of treasury products such as online banking, ACH services, wire transfers, remote deposit capture, positive pay, and lockbox services.
· Serve as a primary contact for day-to-day treasury product inquiries, troubleshooting, and issue resolution.
· Track and monitor implementation timelines to ensure accurate and timely delivery of services and products.
· Maintain and update client information and service records in CRM and banking systems.
· Conduct product training and education for clients and internal staff as needed.
· Collaborate with operations, IT, and product teams to ensure client needs are met and service delivery meets established standards.
· Assist in identifying cross-sell opportunities and work with the treasury and relationship teams to grow client relationships.
· Ensure compliance with internal procedures, banking regulations, and risk management protocols.
· Prepare reports and dashboards on service usage, implementation progress, and client feedback for management review.
· Conducts daily operation in accordance with the laws, regulation, policies, procedure, and expectations of the Bank. Compliance will be recognized as part of the period performance review; noncompliance may result in disciplinary action, up to and including termination of employment.