Treasury Management Specialist I (Remote Eligible: AZ, FL, KS, MO, NM, NV, TX)

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.

Together, there's no stopping you!

Summary:

Provide service and support for existing Treasury Management (TM) clients. Coordinate onboarding and training for new clients. When possible, cross sell TM products and services to existing clients.

This position will be responsible for working with TMO's, RM's and clients to establish client needs and prepare bank legal documents to establish such services. Once systems are set up by Operations, this position will work with clients (on-site and by telephone) to install services, train client supervisors and users, and troubleshoot problem issues (sometimes technical) as they arise.

Essential Duties and Responsibilities:

• Responsibilities generally include, but are not limited to, setting up new TM services, researching and resolving customer issues, identifying and troubleshooting systems-related problems and ensuring operational integrity of accounts and processes consistent with Bank policies and procedures and legal/regulatory requirements.
• Typical duties include independently processing client setups requiring knowledge of procedures and/or regulatory requirements, placing and responding to internal calls, utilizing multiple Bank systems to complete duties, exercising judgment and making decisions having impact on customer accounts or EB&T operations and sending correspondence to customers.
• Responsible for working closely with deposit operations for physical set-up and/or deployment of new client products and services that include, but are not limited to, Online Banking, ACH origination, Remote Deposit, Lockbox, Positive Pay, and ACH Debit Filter.
• Responsible for smooth and efficient banking transition for our clients.
• Provide telephone support to internal treasury management staff on product and services.
• After implementation, review client analysis statements for accuracy to ensure proper fees are being collected.
• Troubleshoot client issues and provide timely resolution to the client.
• Perform daily functions in a timely manner without jeopardizing quality and accuracy.
• Perform all duties with respect for confidentiality of client information.
• Maintain treasury client data within Salesforce.
• Complete all client relationship reviews, working with TMO's, RM's, credit analysts, and others to collect comprehensive client relationship and opportunity information.
• Utilize client contacts for assistance as an opportunity to cross-sale additional services.
• Provide special project management for managers and TMO's as needed.
• Perform other duties as required.

Qualifications:

• Strong math and problem solving skills
• Excellent interpersonal and customer service skills with the ability to cross sale products and services
• Must maintain confidentiality of client transactions and bank records
• Team-oriented, possess a positive attitude and work well with others
• Good phone voice with professional and well-groomed appearance
• Ability to interview customers and understand requests
• Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier
• Ability to prioritize; handle multiple tasks; and work independently
• Strong organizational skills and detail-oriented with high degree of accuracy
• Thorough knowledge of bank operations, products, and services offered at the bank
• Knowledge of banking laws and regulations including the Bank Secrecy Act
• Knowledge of treasury products and account analysis
• Excellent problem solving skills.

Supervisory Responsibility:

• None

Education and Experience:

• High School diploma or equivalent plus one to three years banking and/or Treasury Management experience

Computer Skills:

• Strong knowledge of Microsoft Word, Excel, Access and PowerPoint.
• Adobe Creative Suite
• Bankway
• Salesforce
• Google Mail

Certificates, Licenses and Registrations:

• None

Working Conditions:

• Extensive periods of standing
• Constant judgment and concentration
• Frequent talking and listening

Equal Opportunity Statement:

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources athr@enterprisebank.com.

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.We are proud to be an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability.All employment offers are contingent upon the applicant successfully completing both drug and background check screenings.If you would like more information about your EEO rights as an applicant under the law, please click HERE.