What are the responsibilities and job description for the Treasury Management Analyst position at North Dallas Bank and Trust (NDBT)?
Overview
The Treasury Management Analyst provides technical, customer service and operational support to internal and external clients. This position is responsible for analyzing customers’ requests, recommending banking products/services, determining appropriate pricing/approach and successfully implementing new treasury management services. The Analyst will manage customer pipeline reporting for tracking and perform related duties as required to achieve departmental goals.
Responsibilities
- Provide a customer experience that is consistent across all customer touch points
- Conduct client calls and meetings to assess needs and present solutions
- Use effective sales approaches to recommend new banking products/services
- Ensure and maintain accuracy of treasury management documents
- Assist with pipeline, referral and closed sale updates and other reports necessary for Management
- Follow up with prospects and client as necessary to ensure all required paperwork is completed timely and accurately
- Analyze bank statements, account analysis, and transactions
- Develop and maintain a collaborative relationship with internal business departments
- Knowledge of treasury management services, including but not limited to: ACH Origination, Wire Transfer, Remote Deposit, Business Banking, Positive Pay, and Merchant Services
- Implement new treasury management services remotely or onsite
- Assist in training of bank staff on treasury management products & services
- Demonstrate a strong ability to identify, analyze and solve problems
- Respond to all customer inquiries and service requests, providing prompt and accurate resolution of problems/issues in a timely manner; generally within 24 hours; referring complex issues to the Treasury Management Manager
- Uncover new opportunities with customers and partner with Specialists (Relationship Bankers, Wealth, Mortgage, and Commercial Lenders), to connect customers to experts who can help them with specialized financial needs
- Ensure compliance with bank policy and procedure; Federal/State regulations, Bank Secrecy Act (BSA), Office of Foreign Assets Controls (OFAC), NACHA Rules, Regulation E and UCC
- Perform other duties as assigned
Qualifications
- Minimum of 3 to 5 years banking experience required.
- At least 2 years work experience in treasury management preferred.
- Four-year degree in business, finance, or a related field preferred.
- Ability to travel Ability to multi-task is essential.
- Be able to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships.
- Ability to learn products, services and procedures quickly and accurately.
- Excellent presentation skills to develop customized presentations for internal and external use.
- Exceptional verbal, written, and interpersonal communication skills - with proven ability to speak clearly to customers and employees about the features and benefits of bank services.
- Excellent organizational and time management skills, with the ability to work under minimal direction and supervision.
- Comfortable installing and educating others on technology.
- Professional, thorough and organized with strong follow-up skills.
- Maintain knowledge of compliance, risk and banking regulations.
Location: North Dallas (Preston Rd & LBJ/635)
Join the NDBTeam!
We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of – consider applying today.
North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.