Treasury Management Support Specialist

As a Treasury Management Support Specialist at Legacy Bank, you'll be a trusted resource for our clients and internal teams, providing expert support across a range of treasury services. You'll play a key role in empowering businesses by delivering thoughtful solutions tailored to their needs, maintaining operational excellence, and fostering relationships built on trust and reliability. This role blends technical expertise, customer service, and process improvement to deliver an extraordinary client experience.

If you value building meaningful connections, take initiative, and thrive in a fast-paced environment where every interaction contributes to a lasting legacy of service and success, this opportunity is for you.

Join us in shaping the future of relationship banking — where your work empowers businesses and strengthens communities. Apply today and become part of the Legacy Bank team!

Major Duties and Responsibilities

• Client Support & Relationship Management - Provide direct support to commercial and small business clients through various channels, assisting with product onboarding, account openings, and training. Collaborate closely with the department Director to establish and maintain customer touchpoints, including quarterly and annual reviews, and contribute to ongoing sales strategies. By resolving inquiries—including fraud-related issues—and recommending tailored solutions, you’ll build lasting relationships and help clients make the most of Legacy Bank’s treasury and cash management services.

• Treasury & Cash management Services - Support a suite of treasury services including ACH Origination, Positive Pay, Online Wires, Remote Deposit Capture, Sweep Services (ZBA, Loan, Investment), and Online Banking Access. In addition, you’ll conduct annual security and underwriting reviews to ensure compliance with processing limits and risk ratings, and perform periodic file audits to maintain complete and accurate client documentation.

• Process Administration & Reporting - Document and maintain standard operating procedures, regularly review processes for NACHA and BSA compliance, and collaborate across departments to implement improvements. This includes preparing and analyzing reports, tracking service volumes, and ensuring accurate data for account analysis and service charging. Strong organizational skills and a commitment to meeting Service Level Agreement (SLA) standards are essential to ensure timely, high-quality service delivery for both clients and the bank.

• Communication & Collaboration - Serve as a key point of contact for internal teams, clients, vendors, and other financial institutions, addressing transaction concerns and escalating issues when needed. Engage with key vendors for ongoing support, ensuring smooth service delivery and issue resolution. Your role includes sharing technical and procedural knowledge and supporting cross-functional collaboration.

• Training & Special Projects - Identify opportunities to provide consultation, identify new business needs, and recommend suitable products or services. Introducing new applications or procedures, and participating in special projects that enhance department performance. Your ability to clearly communicate and ensure task completion will be essential to success.

• All employees are expected to actively promote Legacy Bank to existing and prospective customers to obtain and build the Bank’s customer base and thereby enhance Legacy Bank’s growth and profitability.

• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

• 
  High school diploma or equivalent required.

• Associates degree preferred.

• Minimum of 3–5 years of experience in Treasury or Cash Management support within a financial institution.

• Bank experience preferred.

• Experience with residential or commercial banking operations will put you ahead.

Key Attributes

• Clear and professional communication • Strong relationship-building abilities • Empathy and patience with client concerns • Team-oriented collaboration • Adaptability to changing priorities • Discretion and confidentiality • Lead with Integrity

Other Skills a Successful Candidate will have

• Proactive problem-solving • Initiative and accountability • Attention to detail and accuracy • Time management and organizational skills • Technical proficiency with treasury tools and banking systems • Knowledge of banking regulations (e.g., BSA, AML, OFAC)

Who We Are

Since our founding in Colwich, Kansas nearly 140 years ago, Legacy Bank has established itself as a strong community partner and a preferred place of employment. Now in our fifth generation of leadership, our focus remains on our people and delivering relationships, service, and solutions to our area communities.

All employees are expected to actively promote Legacy Bank to existing and prospective customers to obtain and build the Bank’s customer base and thereby enhance Legacy Bank’s growth and profitability.

Our Benefits

At Legacy Bank, our employees exemplify sound work ethics, dedication, and a desire to improve lives. We consider our team members our most valuable asset and prioritize their well-being. We recognize their contributions and support them with comprehensive benefits, fostering both their personal happiness and long-term success.

Our Benefits include: health insurance (Legacy pays a portion of the employee’s premium), 401(k) with employer matching, accrued vacation and sick leave, paid personal day, health & dependent care flexible spending account, and more.

ADA Requirements

Physical Requirements

Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Equal Opportunities

Legacy Bank is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color, religion, sex/gender, national origin, disability, age, or any other category protected by law.