Treasury Management Specialist

BankSouth seeks qualified candidates for the position of Treasury Support Specialist at our Lake Oconee, GA Branch. This full-time position leads several initiatives within the Bank to support its strategic goals.

Treasury management product development, fee strategies, and risk mitigation

• Compare the bank’s product line-up and functionality with best in market and recommend changes
• Use information gathered from interactions with customers, Business Development Officers (BDOs), commercial banking, and other operational areas to recommend new products and services
• Articulate problems and improvement opportunities; recommend how to proceed to enhance the customer experience and/or improve efficiency
• Make recommendations on appropriate pricing for Treasury Management products/services
• Serve as liaison with business credit card partner
• Assist in development and maintenance of all treasury product agreements and amendments; help ensure agreements and amendments are properly executed and filed
• Assist in development and management of risk review process for appropriate products (ACH/RDC/wires/others as needed); assist in completion of risk reviews as needed
• Ensure appropriate policies and procedures are in place; includes policy and procedure creation and maintenance where appropriate

Resource for Business Development Officers

• Participate in joint calling efforts with BDOs as needed/requested
• Work closely with BDOs to assure customers are set up with correct services at onboarding to provide a turnkey experience
• As needed, provide BDOs with training guides and informational sessions related to systems and products

Business switch kit development and on-going maintenance

• Develop and maintain a business switch kit to streamline and simplify commercial account transition
• Develop and maintain on-boarding process/checklists for treasury management services

Incentive plan development and tracking

• Assist in continual improvement of commercial incentive plans
• Ensure incentive plans reward appropriate behavior, promote cross-selling of appropriate bank products, and are in alignment with bank goals

Sales training, tracking, and campaigns

• Collaborate with Director of Learning & Development to develop and deliver sales training as needed
• Assist in development of sales scorecards/dashboards/key performance indicators (KPIs)
• Assist in development and execution of sales campaigns

Data mining of existing customers for cross-sell opportunities

• Work with BDOs and Marketing to uncover cross-sell opportunities to better serve existing customers

Knowledge & Skills

Experience:

Prior treasury management experience is required

Education/Certifications/Licenses:

Bachelor's degree is required

Interpersonal Skills:

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, pregnancy or veteran status.