Treasury Management Service Specialist na Two Rivers Financial Group, Inc.

Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa.

We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve.

Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career.   

EDUCATION AND WORK EXPERIENCE

• Bachelor’s degree in business, finance or accounting. An equivalent combination of education and relevant work experience will be considered.
• Prior banking experience of 3-5 years.
• Prior Treasury Management experience is preferred.
• Experience in banking customer support role or online banking is preferred.
• Experience with online banking treasury management systems, ACH, wire transfer, lockbox, positive pay, remote deposit capture, account analysis, investment sweeps and related bank services and applications preferred.

SKILLS AND QUALIFICATIONS

• Strong attention to detail with the ability to work efficiently and accurately.
• Strong organizational skills, including the ability to analyze, prioritize and remain calm while working in a fast paced/deadline driven environment.
• Ability to represent the organization in a professional, positive manner.
• Ability to communicate effectively with clients and actively listen to clients’ needs to recommend suitable products.
• Ability to use and maintain basic, fundamental office equipment.

ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES

• Provide prompt and professional responses to internal and external customers.
• Identify appropriate solutions then educate, influence and cross sell Treasury Management products to meet the business banking client’s needs and strengthen the financial relationship.
• Provide on-site or remote training or implementation for Treasury Management clients when applicable.
• Provide first line of service contact for clients to assist with account, product and service questions, and fraud concerns.
• Work with the sales team to provide support by preparing agreements, managing service implementation, providing account analysis comparisons and any additional support required to facilitate the sales process.
• Treasury Management account service and verification.
• Effectively manage each client’s treasury management portfolio through client follow-up and annual account reviews.
• Draft new treasury management agreements and review existing agreements on an annual basis.
• Act on, track and report on; client pipeline, fees, annual reviews, waivers and limit increases.
• Willingness to take advantage of industry-specific training opportunities to stay current on products and services within Treasury Management and our organization. 

SCHEDULE/TRAVEL/STATUS

• Non-Exempt
• In-Office (Not Remote)
• Some Travel Required

NOTICE

This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.