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Treasury Management Customer Service Jobs in Virginia

United Bank

Treasury Sales Officer

Richmond, VA · On-site

$78K - $136K/yr

The Treasury Sales Officer promotes, solicits, and provides treasury management products and services to commercial and small business customers and prospective clients. Is responsible for growing ...

United Bank

Treasury Sales Officer

Charlottesville, VA · On-site

$84K - $147K/yr

The Treasury Sales Officer promotes, solicits, and provides treasury management products and services to commercial and small business customers and prospective clients. Is responsible for growing ...

United Bank

Treasury Sales Officer

Richmond, VA · On-site

$78K - $136K/yr

The Treasury Sales Officer promotes, solicits, and provides treasury management products and services to commercial and small business customers and prospective clients. Is responsible for growing ...

United Bank

Treasury Sales Officer

Richmond, VA · On-site

$78K - $136K/yr

The Treasury Sales Officer promotes, solicits, and provides treasury management products and services to commercial and small business customers and prospective clients. Is responsible for growing ...

United Bank

Treasury Sales Officer

Charlottesville, VA · On-site

$84K - $147K/yr

The Treasury Sales Officer promotes, solicits, and provides treasury management products and services to commercial and small business customers and prospective clients. Is responsible for growing ...

United Bank

Treasury Sales Officer

Charlottesville, VA · On-site

$84K - $147K/yr

The Treasury Sales Officer promotes, solicits, and provides treasury management products and services to commercial and small business customers and prospective clients. Is responsible for growing ...

United Bank

Treasury Sales Officer

Charlottesville, VA · On-site

$84K - $147K/yr

The Treasury Sales Officer promotes, solicits, and provides treasury management products and services to commercial and small business customers and prospective clients. Is responsible for growing ...

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All JobsTreasury Management Customer Service JobsTreasury Management Customer Service Jobs in Virginia

Treasury Management Customer Service information

What is treasury management customer service?

Treasury Management Customer Service refers to specialized support provided to businesses and organizations that use treasury management products and services offered by banks or financial institutions. This often includes assisting clients with cash management, payment processing, fraud prevention, account reconciliation, and electronic banking solutions. Treasury management customer service representatives help resolve issues, answer questions about products, and ensure smooth daily financial operations for clients. Their goal is to enhance the efficiency and security of a company’s financial transactions.

What are the key skills and qualifications needed to thrive as a treasury management customer service professional?

To thrive as a Treasury Management Customer Service professional, you need a strong understanding of banking products, cash management services, and financial regulations, typically supported by experience in finance or a related field. Familiarity with treasury management systems, online banking platforms, and customer relationship management (CRM) software is essential. Excellent problem-solving abilities, attention to detail, and effective communication skills help you deliver solutions and foster client trust. These skills are vital for efficiently resolving client inquiries, ensuring compliance, and maintaining strong business relationships in a competitive financial environment.

What are the typical challenges faced in a treasury management customer service role, and how can I prepare for them?

In a Treasury Management Customer Service role, one common challenge is managing complex client inquiries regarding products like ACH payments, wire transfers, and account reconciliation. You may also encounter time-sensitive issues that require quick resolution while maintaining accuracy. To prepare, it's helpful to develop strong communication skills, learn about treasury products, and practice effective problem-solving. Collaboration with internal teams, such as technical support or relationship managers, is often necessary to resolve client issues efficiently. Staying current with industry regulations and software tools will also set you up for success.

How to get into treasury management customer service?

To enter treasury management customer service, candidates typically need a bachelor's degree in finance, accounting, or a related field. Relevant skills include strong communication, problem-solving, and knowledge of banking software or treasury management systems; certifications like the Certified Treasury Professional (CTP) can enhance prospects. Experience in banking or financial services is often preferred for entry-level roles.

Is treasury management a good career?

Treasury management is a stable career that involves managing a company's finances, cash flow, and financial risk. It requires skills in finance, accounting, and often certification such as the Certified Treasury Professional (CTP). The role offers opportunities for advancement and typically involves working in corporate finance departments or financial institutions.

What do treasury management customer service do?

Treasury management customer service professionals assist clients with managing their company's cash flow, banking transactions, and financial operations. They provide support for services such as account management, payment processing, and fraud prevention, often using specialized banking software. Strong communication skills and knowledge of financial products are essential for this role.

What cities in Virginia are hiring for Treasury Management Customer Service jobs?

Cities in Virginia with the most Treasury Management Customer Service job openings:

Treasury Management Customer Service jobs near you

Treasury Management Representative - Lynchburg , VA

Forest, VA • On-site

FIRST BANK AND TRUST COMPANY
See more jobs at FIRST BANK AND TRUST COMPANYexternal

$47K - $60K/yr

Full-time

Re-posted 10 days ago

Job description

We’re Growing in Lynchburg, VA and We Want You on Our Team!

The First Bank and Trust Company is hiring a Treasury Management Representative in Lynchburg, VA. 

The Treasury Management Representative will be responsible for building and maintaining positive working relationships with commercial bankers, branch staff, and other members of the treasury management team to increase the number of profitable commercial deposit relationships in Lynchburg, Forrest and surrounding markets. You will provide expertise in sales and service for the Bank’s entire suite of commercial deposit products and services. The Treasury Management Representative will provide expertise in the sales and service of all Commercial Deposit products and services including Merchant Services, Remote Deposit, Cash Manager, Treasury Management products, Business Online and Mobile Banking.

Responsibilities:

  • Champion the region’s efforts in driving merchant services, remote deposit, cash manager, and deposits utilizing the Bank’s Treasury Management capabilities. 
  • Grow regional Treasury Management portfolio through new customer sales, expansion and retention of current customers as assigned by the VP Treasury Management Supervisor.  
  • Grow regional non-interest-bearing deposit accounts. 
  • Provide training and support for customers and retail staff in the area of Treasury Management activities.
  • Train new customers on Treasury Management products and services. 
  • Provide service to customers after the sale to include but not be limited to hardware/technical problems, deposit issues, and chargebacks.
  • Identify new business opportunities; make pre-planned (and joint) calls to potential new and existing customers. 
  • Develop and maintain customer relationships and understanding of bank products and services to ensure commercial banking relationships are fully developed and the customer’s ongoing needs are met. 
  • Serve as customer liaison with bank personnel to ensure compliance matters are adhered to.
  • Actively seek new commercial customer and business opportunities through joint calling efforts, community involvement, and center of influence connections in the market. 
  • Assume responsibility for proper documentation and data integrity.
  • Review and prepare monthly reports pertaining to sales activity.
  • Stays informed about industry trends, competitor offerings, and emerging technologies.
  • Prepare and present Treasury proposals and demonstrations as assigned. 
  • Represent the bank in the community to develop business and promote The First Bank and Trust products and services.

 Qualifications

  • Three or more years of related banking or treasury management experience preferred 
  • Bachelor’s Degree - Accounting, Business and/or Finance
  • Work Experience may be considered in lieu of an Bachelor’s Degree  

 Benefits

  • Competitive pay
  • A bank culture that values relationships, integrity and local decision making.
  • Resources of a growing bank, with the flexibility to service clients quickly.

Equal Opportunity Statement

First Bank and Trust is an Equal Opportunity Employer EOE/AA/M/F/Disabled/Veteran