Primary Duties and Responsibilities:
• Establishes and maintains relationships with clients in conjunction with the Lenders and Retail banking staff
• Evaluates needs of potential customers and offers appropriate solutions to best fit the needs of the client
• Performs treasury product onboarding and maintenance to all TM clients and troubleshooting which includes online access, ACH, positive pay, RDC Installs and renewals
• Support the onboarding process for new treasury management clients, including gathering required documentation and coordinating with internal teams to ensure smooth transition
• Stay informed about industry trends, competitor offerings and regulatory developments to support sales efforts
• Respond to client and internal inquiries and requests for information in a timely and professional manner
• Assess products, services, rates and fees in the market and make recommendations to complete deposit relationship analysis
• Be an active member in the community and participate in events that promote the bank.
Qualifications, Experience, Education, Technical Knowledge:
• Associate degree or equivalents banking experience
• Previous experience in a customer support role
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook
• Strong organizational and time management skills
• Positive attitude and willingness to learn and adapt
• Expert knowledge in treasury services and commercial banking
• Ability to work directly with clients in person, on the phone or email
CNB is a community bank specializing in exceptional customer service.