Treas Mgmt Onboarding Coordinator - Premier Bank

Position Title: Treasury Management Onboarding Coordinator

Department: Treasury Management – TM Support

Position Reports to: Treasury Management Support Manager

Position Supervises: No Direct Reports

Premier Summary:

At Premier Bank, an affiliate of Premier Financial Corp., we’re Powered by People, and know that our success is directly tied to great work by our team members. Our employees are dedicated to our clients, communities and each other. We are committed to promoting inclusiveness, diversity and a sense of belonging throughout our organization. We provide competitive benefits, incentive compensation, paid time off that includes paid community service hours, flexible spending accounts, retirement programs, professional development, tuition assistance and so much more.  If you want to make a difference, choose to share your talents at Premier.

Position Summary: 

To support the company’s mission statement, strategy and sales goals by establishing new customer relationships and retaining and expanding existing customer relationships.  Responsible for Treasury Management sales and service within a defined market areas.

Duties and Responsibilities:

• Onboard Treasury Management products and services for new and existing Treasury clients.

• Maintain accurate records, proper documentation for 30-60-90 day follow up and overall on-boarding pipeline management.  Coordinates smooth transition of new clients to TM Support after set-up.

• Develops and maintains quality Treasury Management relationships within assigned market(s) acting as a Trusted Advisor internally and externally.

• Identifies Treasury Management sales opportunities through consultative, needs-based selling with new and existing clients.

• Serves as a technical expert on Treasury Management products providing on-site and remote installations, client training, annual reviews, and risk assessments

• Acts as liaison with various internal operations departments to facilitate implementation of products and client servicing

• Maintains a thorough understanding of all business products

• Represents Premier Bank in professional manner at all times

• Work effectively with co-workers to research customer issues and concerns, and find solutions

• Other duties as assigned 

Education, Certification, License and Experience:

• High school diploma or equivalent; Bachelor’s degree in Business or Finance; 1-3 years related experience in financial industry; or equivalent combination of education and experience.

Skills and Knowledge:

• Must be a business professional with integrity, trustworthiness, and the ability to handle confidential information.  Must possess the ability to respond to clients, both internally and externally in a timely manner.  Possesses strong organizational skills.  Proficient in Microsoft Word, Excel, Power Point, and Outlook.  Must have the ability to learn other computer programs as necessary.  Excellent interpersonal skills to build and maintain effective relationships.  Must have the ability to promote an exceptional client experience by sharing technical expertise with internal and external customers.  Able to function independently in a multi-task environment, as well as part of a team.  Ability to use and troubleshoot minor problems with office equipment such as a multifunction check scanners, cell phones, tablets, and computer/laptops.

• Working knowledge of Treasury Management products and services, various client software programs along with systems integration knowledge and experience, a working knowledge of the ACH and wire transfer networks.

• Excellent communication skills, which include verbal, written, listening, report writing, electronic and voice.

• Must be able to prioritize and organize workflow.  Be able to read and communicate various written communications, including memos, instruction manuals, and correspondence; and be able to read and understand on-line system information screens to access customer information.  Able to troubleshoot and problem solve.

• AAP (Accredited ACH Professional Certification) or CTP (Certified Treasury Professional) are beneficial

• Responsible for knowing and ensuring compliance with applicable laws, regulations, and guidelines, as detailed in policies that include but are not limited to Bank Secrecy Act, and other applicable anti-money-laundering rules, Fair Lending, Community Reinvestment Act, Gramm-Leach-Bliley Act, and other laws and regulations as they pertain to the position.

Work Environment:

This job operates in a professional office environment. Work is normally performed in a typical interior work environment which does not subject the employee to any hazardous or unpleasant elements. 

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to speak or hear, stand or sit for long periods of time, open filing cabinets, walk, stoop or bend, use hands to handle or feel and reach with hands and arms.   The employee must frequently lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds and complete tasks requiring manual dexterity. Ability to drive a vehicle for travel is required for the position.

Premier Financial Corp is an Affirmative Action and Equal Opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or any other legally protected status.

The above statements are intended to describe the essential functions of the job and the qualifications of the person assigned to it. They are not intended as an exhaustive list of all job duties, responsibilities and requirements. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description does not constitute a contract of employment. Employment is “at will” and may be terminated at any time.