Treasury Support Associate
At a glance
Junior Treasury role at Vacu. Roanoke · full-time · $55,000–$66,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Handle sales leads and routine treasury requests from frontline staff, then prepare paperwork for new services or account changes
- Coordinate agreement signing, set up treasury services, and teach members to use those services, including Business Online Banking
- Work with the Treasury Sales Officer and transaction operations staff to maintain services and resolve issues
- Manage deposit accounts for assigned business clients, answer treasury questions, and bring in the sales officer when needed
- Keep recurring reports and related tasks current, and complete account checks and reporting tied to BSA and OFAC rules
What you bring
- At least four years in business banking, including two or more years focused on deposit accounts or treasury services
- Experience supporting business customers directly and familiarity with business deposits, cash-management needs, and financial products
- Strong written and spoken communication, careful attention to detail, and sound problem-solving skills
- Comfort working independently and with a team, handling several tasks quickly, and using Microsoft Office and virtual meeting tools
Who this fits
This junior role suits someone with business-banking experience who can manage client requests, account work, and treasury service setup. A college degree is preferred, though relevant demonstrated results can count instead. The position is based in Richmond, Roanoke, or Charlottesville.
From the employer
Job Description:
1 position based in either Richmond, Roanoke or Charlottesville
Primary Function:
The Treasury Support Associate (TSA) provides a variety of support functions to both the treasury management sales, implementation, maintenance and issue resolution processes. Partners directly with the Treasury Sales Officer (TSO) to understand business member’s needs and expectations and ensure that their support needs and service levels are continuously met. The TSA is also the first point of contact for all standard requests submitted to the treasury team from front line associates. The TSA will also partner with the Transaction Operations group to conduct maintenance and issue resolution of existing services.
Essential Duties and Responsibilities:
Manages incoming sales referrals and inquiries from all frontline associates
Prepare any forms necessary for the implementation of new services or maintenance requests
Facilitate the signing and collection of agreements required for the setup of new services
Perform setup specific functions related to all treasury services
Member training of all treasury services to include Business Online Banking
Responds to Treasury Services mailbox incoming servicing and issue inquires, Business Online Banking secure messages and sales opportunities
Maintains various daily, weekly and monthly reports and associated report driven tasks
May perform other duties as assigned
Services MBS managed relationships:
Assists TSO in the management of deposit accounts.
Performs all deposit account functions to include opening, maintenance and general inquiries for MBS managed clients
First point of MBS client contact for any treasury service related inquires.
Handles MBS client requests for information and resolves problems promptly. Involves TSO only when needed.
MBS client training of all treasury services to include Business Online Banking
Coordinates with internal Member Business Services partners’ referral opportunities
Helps develop long-term solutions for business members to ensure business member and account retention.
Performs office support functions:
Assists other support for the TSO as directed.
Types letters, memos, etc. as needed.
Participates in special projects as requested.
Accurately perform all Bank Secrecy Act (BSA) and OFAC functions related to opening accounts, account maintenance changes, OFAC verification, reporting suspicious activity to the Security Department, and completing all required training.
Other duties may be required and assigned by the Director.
Prerequisites for Job:
A minimum of 4 years in a business banking role, at least two of which are deposit account management or treasury services related role.
Knowledge:
Familiar with business deposit products
Overall knowledge of financial products and services
Understands a business structure and business cash management needs
Experience in being on a team with direct customer/member relationships
Prior experience in servicing business relationships
Experience working with various finance roles of a business
Will maintain a working knowledge of the current treasury products offered
Skills:
Strong written and verbal communication skills
Strong problem solving and analytical skills
Must be accurate and detail oriented
Must have the ability to work independently as well as with a team
Must be able to multitask and work in a fast-paced environment
Proficient in using Microsoft Office applications
Proficient with various virtual meeting applications
Must be able to work with a sense of urgency
Minimum Education and Experience:
College degree is preferred
Sufficient demonstrated experience with results in areas of responsibility may substitute for educational requirements
Salary range: $55,000 - $66,000