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Treasury Management Associate (Bank)

Employer
Johnson Service Group
Location
San Diego, California, United States
Closing date
Nov 2, 2024
View more categoriesView less categories
Job Role
Treasury
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Job DescriptionJob Description
Johnson Service Group (JSG) is seeking a Treasury Management Sales Associate in San Diego, CA or Orange County, CA.
This position will be On-site
Salary Range: $30.00-$48.00 per hour. DOE.

Direct Hire job opportunity!

Job Summary:
A Treasury Management Sales Associate will support Relationship Managers throughout all aspects of the sales cycle. This position will provide skilled and knowledgeable assistance with treasury management solutions, perform a variety of support activities such as sales proposals and pro-formas, document preparation and review for new product setup and maintenance requests, technical support to clients regarding product usage and functionality, in-person / WebEx training, and ensure proper onboarding of products within our published service level agreement.
  • Facilitates and manages onboarding of major client relationships or complex industry types.
  • Demonstrates exceptional organizational skills throughout the onboarding process.
  • Responsible for gathering pertinent information required for the preparation and or coordination of all agreements as well as making sure customer executes and returns agreements.
  • Manages the implementation of new products and services for bank clients from start to finish and completes all necessary client training.
  • Partners with internal implementations and operations departments to ensure new services are established correctly and timely and that customer issues are addressed in a professional and responsive manner.
  • Reviews Account Analysis and understand clients' current and future treasury management needs to expand and cross-sell business relationships.
  • Calls on prospective customers individually and with RMs in order to develop new Treasury Management relationships.
  • Creates and delivers sales presentations, explains services offered, and makes recommendations based on client needs.
  • Maintains sufficient knowledge of all treasury management products including, but not limited to Account Analysis, Online Banking, Remote Deposit Capture, Positive Pay, ACH Origination, Cash Vault, Lockbox, Business/Commercial Card, etc.
  • Manages and pre-plans tasks and meeting schedule to maintain an effective support of clients and business units.
  • Identifies product improvements and solutions by communicating client and prospect needs and participating in the development of new services or modifications of existing services.
  • Assists Relationship Managers and Personal Banking Officers in onboarding clients by accompanying them to a client site to provide product expertise, providing a response to a client's request for proposal, preparing client applications, agreements, and other required documentation.
  • Assists with implementation of new products and services for the client in a timely manner as well as train the clients in the appropriate use of the products. Also, provide notice of upcoming customer reviews by providing information necessary to their review, assisting with any questions, and following up for a timely response.
  • Assists clients with inquiries and problems related to Treasury Management and Electronic Banking questions and problems, or refer client to appropriate party. Follow up with clients or internal staff as necessary until the problem is resolved to the client's satisfaction.
  • Proactively keeps Relationship Managers informed of client service issues and provides sufficient back up information to support any client requests being made. Provide multiple solutions when making suggestions.
  • Acts as a liaison with other departments of the bank to provide stellar service to the bank's internal and external clientele.

Position Requirements:
  • 3-5 years of treasury management support and/or sales experience
  • Understanding the risk associated with all treasury management products and services and working with lenders and risk department to ensure all risks are identified and mitigated.
  • Demonstrated knowledge of treasury management products and related business, financial and risk management processes
  • Proficiency with word processing, spreadsheet and presentation software
  • Possess strong verbal and written communication skills to provide necessary product training and demonstrations to prospects and customers.
  • Superior customer service and presentation skills.
  • Demonstrated ability to manager time and multiple projects effectively.
  • Possess a thorough knowledge of all the services offered by the Bank and good understanding of account analysis statements. Have good marketing skills which are essential for cross selling.


** Johnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law.
Company DescriptionOur people and culture make JSG a great place to work. JSG's mission is to empower people, help our clients reach their goals, and hire motivated individuals.

Johnson Service Group, Inc. (JSG) is a North American leader in the staffing and consulting services industry, with 40 years of experience investing in people and companies. We are always looking for great people to join our team-we want to see your success here at JSG! We can be found locally in more than 30 offices throughout the United States and Canada. JSG continues to work diligently to offer our clients and candidates world-class service and diversified offerings to fit their evolving needs.

Johnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law.Company DescriptionOur people and culture make JSG a great place to work. JSG's mission is to empower people, help our clients reach their goals, and hire motivated individuals.\r\n\r\nJohnson Service Group, Inc. (JSG) is a North American leader in the staffing and consulting services industry, with 40 years of experience investing in people and companies. We are always looking for great people to join our team-we want to see your success here at JSG! We can be found locally in more than 30 offices throughout the United States and Canada. JSG continues to work diligently to offer our clients and candidates world-class service and diversified offerings to fit their evolving needs.\r\n\r\nJohnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law.

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