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Treasury Management Representative
Treasury Management RepresentativeCommerce Bank • Kansas City, MO, US
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Treasury Management Representative

Treasury Management Representative

Commerce Bank • Kansas City, MO, US
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Treasury Management Representative

The main purpose of this job is to gain foundational exposure to the full spectrum of the treasury management business including core products, sales methodology, value propositions, and best-in-class implementation, sales, and account management practices.

Essential Functions

  • Acquire a working knowledge of Commerce Bank's treasury management products and services and understand how these solutions address a broad range of client needs
  • Participate in cross-functional working rotations across various business lines to help leverage and develop leadership skills and gain an understanding of the Treasury Management line of business, Commercial Payments, and the Commercial Bank
  • Attend community and business functions and participate in networking groups to ensure a positive image for the bank and to establish referral contacts within the marketplace
  • Shadow implementation specialists to gain an understanding of how treasury management solutions are deployed, customized, and supported to maximize client value
  • Assist with day-to-day account management activities, including onboarding new clients, conducting routine client check-ins, and resolving basic service issues
  • Engage in the sales process, from prospecting and lead qualification to solution design and proposal development, under the guidance of experienced team members
  • Learn strategies for nurturing and growing client relationships, ensuring continued satisfaction and identifying cross-sell opportunities
  • Work alongside sales, product, operations, and customer service professionals to support the end-to-end client experience
  • Perform other duties as assigned

Knowledge, Skills & Abilities Required

  • Basic knowledge of the banking / accounting / finance field, including knowledge of best practices
  • Ability to stay informed about treasury management trends, regulatory changes, and competitor offerings relevant to our clients.
  • Basic analytical skills using financial and accounting principles
  • Strong relationship building skills
  • Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
  • Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook
  • Education & Experience

  • Bachelor's degree in Finance, Business, Economics, or equivalent combination of education and experience required
  • 1+ years banking and / or financial services experience required
  • Completion of Commerce Bank's Ascend Training program required
  • For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.

    Location : 1000 Walnut St, Kansas City, Missouri 64106

    Time Type : Full time

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    Treasury Management • Kansas City, MO, US

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