Job Summary :
Under the direction of the Treasury Management Manager, the Treasury Management Specialist will primarily be responsible to manage, support, maintain and grow new and existing client relationships within the Treasury Management Groups client base, pertaining to Escrow, Title, and Property Management.
Essential functions will be opening new accounts, supersede accounts, and be the point of contact for assigned clients. This position is highly involved in external client support calls, answering questions and problem resolution of the Bank's products and services.
Other responsibilities include client transitions to the bank and deepening the client relationship and reviewing client analysis trial statements before closing of month cycle.
Qualifications :
- High School Diploma is a must. College degree preferred
- 2-4 yrs of general banking experiences, especially in product knowledge, commercial banking, core processing software and new account opening
- Exceptional organizational skills and ability to multitask.
- Excellent verbal and written skills with the ability to communicate effectively with all levels of personnel. Strong presentation skills.
- Must be proficient in Microsoft Office (Outlook, Word, Excel, etc.)
- Ability to work independently and with minimal supervision.
About CommerceWest Bank :
Within an intelligently organized framework, we will provide flexibility, creating a complete, safe and sound banking experience for each client, servicing owners, their key executives and catering to their specific business and individual needs.
We work to accommodate our clients, rather than force our clients to accommodate us. By employing a strategically selected team of experienced professionals, we carefully shepherd the assets with which we are entrusted.
Join our dynamic team of professionals and enjoy catered lunches, fun employee events, AND 100% paid benefits for you and your children! "Bank on The Difference"
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