Job Description for Treasury Specialist:

A Treasury Specialist is a financial professional who assists clients with a wide range of banking needs, including opening accounts, processing transactions, providing financial advice, and promoting banking products and services. Bankers play a key role in maintaining customer relationships, ensuring compliance with financial regulations, and supporting the overall success of the branch or financial institution.

Key Responsibilities:

Offer assistance to clients in executing standard banking transactions such as depositing funds, withdrawing cash, and transferring money
Setting up and managing personal and professional financial accounts
Provide information on banking offerings including loans, credit card opportunities, and savings options
Recognize client necessities and advocate for appropriate financial resolutions
Forge and sustain lasting customer bonds to secure satisfaction and loyalty
Adhere to all internal policies while also following government regulations diligently
Respond to customer complaints promptly and professionally
Partner with the branch to reach its sales and service targets successfully
Keep meticulous records and documentation for reference

Benefits:

Coverage for healthcare, dental procedures, and vision examinations
Both accounts can be used to pay for a wide range of eligible medical expenses, including doctor's visits, prescriptions, dental care, and vision care
Aid provided for mental health issues in conjunction with the Employee Assistance Program (EAP) for employees
A retirement investment plan, the 401(k) with employer contribution, which allows employees to save more effectively
By participating in an ESPP, employees can accumulate company stock over time through gradual payroll deductions at a reduced price
Performance-driven incentive structures or yearly bonus programs are implemented to encourage employees to meet or exceed performance expectations

Treasury Specialist

Location : Carmel-by-the-Sea, CA, 93921