What are the responsibilities and job description for the Treasury Management Specialist position at Montecito Bank & Trust?
Join Montecito Bank & Trust as a Treasury Management Specialist!
As the largest locally owned community Bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work. We are always looking for talented professionals who are passionate about personalized service, community involvement, and innovation. By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace.
About the Role
As a Treasury Management Specialist, you will deliver a World Class Experience to clients by serving as the Bank’s subject matter expert for Treasury Management service and sales. The Treasury Management Specialist will be the Bank’s primary field representative for in-person product installation, periodic site visits, and on-site client training. Acts as a liaison between various internal Bank partners. Recommends approval of RDC, wire, and ACH limits to appropriate approvers. Prepares contracts and maintains customer files, tracks sales records, monitors product usage and system operations, and resolves problems within given authority. Responsible for collecting data for proposals and coordinating a written response. You will be located in Oxnard, CA with the opportunity for a hybrid work schedule, and travel throughout the Bank’s southern footprint (Carpinteria to Thousand Oaks) when necessary.
What We’re Looking For
- A college degree preferred or equivalent work experience.
- 3-5 years of experience in banking sales, extraordinary client service, and client/prospect calling required.
- Online Banking/Cash Management sales or service experience preferred.
- Proven experience in deposit relationship management, business banking, or a similar role required.
- Excellent communication skills with the ability to build rapport with clients required.
- Professional demeanor with a focus on integrity, accountability, and confidentiality required.
Your Responsibilities
The essential functions of this role include, but are not limited to:
- Assist with on-site installation of software tools and systems; independently determine the most effective implementation process for the client.
- Assist with Cash Management service responsibilities including annual reviews and site visits, troubleshooting complex customer issues, and managing the sales, delivery, and servicing of products and services.
- Provide written updates of procedures, user guides, and content on Bank website as needed.
- Participate in testing of system conversions, releases, and upgrades.
- Serve as a trusted treasury management advisor to clients and Bank personnel.
- Track and document all sales activity in Bank-provided CRM system.
- Partner with other lines of business to provide sales support for current or perspective clients.
Your Benefits
- Workplace Culture that Values YOU
- Competitive Pay
- Medical, Dental, Vision, & Life Insurance
- 401K Matching/Retirement Planning
- Paid Vacation Time, Sick Time, Federal Holidays, & Volunteer Time
- Associate Bank Accounts
- Bank Gatherings, Events, & Associate Engagement Activities
Individual pay is based on a multitude of factors, including candidate’s experience, knowledge, skills, and abilities needed to perform in the position and pay equity.
Equal Employment Opportunity
Montecito Bank & Trust is an equal opportunity employer. Montecito Bank & Trust is committed to providing equal employment opportunity in our application process to all protected groups, including protected veterans and individuals with disabilities.
Employment eligibility is contingent on completing the DHS Employment Eligibility Verification (I-9) form and presenting acceptable documentation upon hire verifying your identity and right to work in the United States. The Bank does not sponsor visas, green cards, CPT, OPT, or other work authorizations.
Interested in Applying?
- Apply through Indeed or visit our website Montecito Bank Careers
- Review the openings using the “Explore Opportunities” tab.
- Select “Apply Now” to review the desired position and click “Apply” to submit your application.
- Create a personal log-in to apply.
Salary : $32 - $40