Treasury Manager

Treasury Manager

Role Overview:

TheTreasury Manager specializes in delivering an exceptional customer experience through sales, service, and digital engagement for both Consumer and Business Banking customers. This role supports daily branch operations, meets customer service and sales needs, and manages customer appointments to identify needs and refer complex issues to appropriate team members.

Key Responsibilities:

• Stimulate customer engagement through informative discussions about Consumer and Business Banking options. Offer personalized suggestions to fulfill unique customer requirements and advocate for the adoption of digital banking features for a seamless banking experience.
• Coordinating appointments and consultations requires overseeing customer appointments, whether they are planned in advance or happen on the spot, to recognize their financial needs and facilitate a smooth connection to the appropriate banking authorities for challenging issues.
• Comply with the bank's sales guidelines and offer clear, customer-focused support.
• Customer Engagement: Engage customers in the lobby, greet them, respond to queries, and take ownership of addressing their immediate banking requirements.
• Support daily branch activities by assisting with customer transactions, resolving overdraft issues, and verifying compliance with internal procedures. Perform required operational tasks as directed.
• Safeguarding Compliance and Risk Management: Keeping up with Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) methodologies. Spotting and raising awareness of potential fraud situations. Affirming compliance with operational and regulatory requirements.
• Customer Resolution: Record and address customer complaints promptly, ensuring precise documentation and appropriate follow-up. Prioritize the efficient and timely resolution of customer concerns.
• Sales Referrals consist of recognizing potential sales prospects and directing customers to the suitable banking associates for personalized product recommendations.

Scope of Responsibilities:

• Deliver stellar assistance and promptly address customer queries.
• Maximize sales potential and elevate customer engagement within the branch environment.
• Embrace different responsibilities within the branch, such as opening new accounts and initiating loans, resolving issues, and managing transaction processing.
• Exhibit empathy and customer-focus in interactions, adapt to changing requirements, and display expertise in utilizing digital tools effectively when engaging with customers.

Prerequisites in Education and Work Experience:

• Possessing a GED or high school diploma qualification.
• The role requires a minimum of one year of practice in retail sales, call center responsibilities, customer service, or telesales.
• Proficiency in verbal and interpersonal communication methods.
• Ability to navigate tough customer interactions and varied customer needs adeptly.
• Well-organized with strong time management and prioritization skills.
• Talent for handling demanding situations within a team-oriented, fast-paced context.
• Proficiency in online technological capabilities.

Qualifications:

• Customizing bilingual capabilities based on branch specifications.
• Recognized aptitude in sales achievements or referral networking.
• Physical Requirements:
• The ability to bear standing up for long stretches.
• Prolonged operation of hands and fingers due to continuous use.
• Ability to manage objects of varying weights, from 5 to 30 pounds, through lifting.
• Talent for deciphering fine print.
• Ability to handle customer interactions in a physical work environment.

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