Search Jobs
Dahl Consulting
https://www.dahlconsulting.com/wp-content/uploads/2020/09/JB-Square-200x200-1.png
http://www.dahlconsulting.com
http://www.dahlconsulting.com
true
Treasury Management Specialist
Posted: 08/23/2024
2024-08-23
2024-11-04
Employment Type:
Permanent
Category: Accounting & Finance
Job Number: 27061
Job Description
Are you passionate about accounting? Dahl Consulting is currently partnering with a leader in the banking industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Treasury Management Specialist for a permanent position! Interested? Get more details below.
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
- Worksite Location: St. Joseph, MN
- Develop a comprehensive understanding of customers’ needs by analyzing personal and business financial data gathered through relationship reviews and personal meetings
- Acquire new business customers by prospecting in the assigned territory and working with Loan Officers and CSRs
- Profile new and existing commercial clients to ensure cross-selling of deposits, credit, and other bank products
- Partner with other bank team members to uncover sales opportunities among both current and potential business customers
- Identify consumer product opportunities among business owners and refer them to other specialists
- Maintain an in-depth knowledge of the bank’s products and services, as well as those offered by competitors
- Develop, retain, and expand relationships
- Maintain a high level of customer service while assisting customers in onboarding and servicing Treasury Management products
- Educate customers on Treasury Management products and capabilities
- Act as the day-to-day contact for Treasury Management products and services
- Maintain a strong understanding of Treasury Management products and services such as ACH Origination, Remote Deposit Capture, Check and ACH Positive Pay, and Merchant Services, including future product additions
- Gather documentation and ensure proper agreements are completed accurately
- Bachelor’s degree in finance, business, accounting, or equivalent experience
- Previous banking experience
- Previous experience in a similar role within the banking industry preferred
- Experience with business deposit products preferred
- Strong analytical abilities
- Familiarity with diverse types of businesses, industries, and markets
- Sound understanding of financial and economic concepts
- Knowledge of bank products and services to identify appropriate sales opportunities
- Strong customer service and communication skills
- Must be detail-oriented
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!