Purpose: Responsible for the servicing and operations of Treasury Management products. Identify cross-selling sales opportunities to expand the client base at West Bank and related financial departments. Promote commercial Treasury Management products and services for the commercial client base through our third party vendors.
Essential Duties & Responsibilities:
Product/Service Growth In Existing Customer Portfolio: Expand current commercial client base through value based cross selling opportunities. Refer potential clients to the Treasury Management sales staff and Commercial bankers/lenders.
Treasury Administrative Management: Actively manage the daily, weekly and monthly Treasury Management Duties of servicing for the portfolio of treasury and deposit services customers for West Bank. Provide outstanding service by understanding customer’s business needs and providing impactful solutions while performing the functions needed for servicing and billing of TM products and services. Maintain Treasury Management data and spreadsheets for client communication and billing purposes.
Treasury Client File Review: Manage daily ACH files, monitor any Guardian Analytics cases and release files according to the posted release times. Monitor Remote deposit for exceptions and release files. Monitor the TM email box. Communicate to clients any issues that may arise and what to do to resolve them.
Client Technical Support: Provide clients with technical computer and website(s) support. Walk clients through challenges they may have with navigating through websites and or downloading software by providing outstanding customer service, taking the time and having patience to get them through the process.
5+ years of general banking experience. Financial operational experience with an emphasis in the Treasury Management area is preferred. Ability to exercise independent judgment, discretion, and discipline. Excellent verbal and written communication skills with an emphasis in interpersonal skills. Ability to interface effectively with all internal and external contacts and to manage and maintain confidential information. Strong sales and service capabilities
About West Bank
West Bank is a community bank with its headquarters and Main Bank located in West Des Moines, Iowa. West Bank has eight locations in the Des Moines metro area as well as locations in Coralville, Iowa, and Rochester, MN.
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