Treasury Management Administrator at South Story Bank and Trust

West Des Moines, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Treasury Management, Sales Principles, Banking Products, Process Improvement, Compliance, Risk Management, Communication Skills, Customer Service, Organizational Skills, Microsoft Office, Financial Regulations, Attention to Detail, Analytical Skills

Industry

Banking

Description

Description About South Story Bank & Trust At South Story Bank & Trust, we are helping our communities, businesses and customers write their own stories through financing, banking, re-investing in our communities and giving back. We foster a collaborative, progressive environment where dedicated professionals can build rewarding careers while making a tangible impact in the community. Position Overview We are seeking an experienced and motivated Treasury Management Administrator, to join our team in West Des Moines, IA. In this role, you will support the calling efforts and development of new commercial relationships that utilize Treasury Management products and services. You will be at the forefront of our efforts to support local businesses and stimulate economic growth in the communities we serve. Key Responsibilities · Client Relationship Management: Assist with relationship reviews and profitability analysis for Treasury Management clients. Cross sell and promote TM services to existing and prospective clients. Work closely with Retail Staff, Commercial Bankers and VP Treasury Management. · Implementation & Support: Provide continuous client support for new and existing Treasury Management clients through the onboarding and training process of new TM Services. Assists in the preparation of proposals and RFPs for prospective or existing clients. · Process Improvement: Recognize and recommend opportunities to improve processes and procedures to streamline sales activities and enhance client experience. Monitor industry trends to identify new opportunities. · Compliance & Risk Management: Assist with completion of risk-based exposure limit reviews and monitoring of appropriate exposure limits for TM Clients. · Additional responsibilities may be assigned in alignment with the Bank’s mission, vision, and core values. What We Offer Competitive Compensation: A salary package that rewards both individual and team performance. Comprehensive Benefits: Health, dental, and vision coverage, life insurance, generous paid time off, a 401(k) plan with matching contributions. Growth & Development: Opportunities for professional and career growth in a supportive, community-focused environment. Inclusive Culture: South Story Bank & Trust is an Equal Opportunity Employer. We value diversity and are dedicated to providing a welcoming, inclusive workplace for all. Requirements Qualifications Experience: 2-3 years of experience in Treasury Management, with a minimum of 5 years of prior banking or financial industry experience. Knowledge of sales principles to effectively market treasury management services and an understanding of banking products and services. Educational Background: Bachelor’s degree in Finance, Business Administration, related field or equivalent experience. Technical & Analytical Skills: Knowledge of banking platforms, financial regulations and compliance standards. Proficiency in Microsoft Office Suite is essential. Interpersonal Skills: Excellent verbal, written communication and customer service skills. Attention to Detail: Meticulous organizational skills and the ability to manage multiple priorities in a fast-paced environment. Must possess a valid driver’s license, have reliable transportation, and be willing to travel as needed.

Responsibilities

The Treasury Management Administrator will assist with client relationship management and support the onboarding and training of Treasury Management clients. They will also identify opportunities for process improvement and ensure compliance with risk management standards.