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Treasury Services Associate Jobs in Nebraska (NOW HIRING)

Firstnational

Senior Institutional Associate

Omaha, NE · On-site

The Senior Institutional Associate serves as the primary relationship manager and trusted advisor ... services. * Partner with Relationship Managers, Investment Officers, Commercial Bankers, Treasury ...

Carrington

Mortgage Wire Desk, II Analyst

Lincoln, NE · On-site

$24 - $33.65/hr

... treasury/cash management initiatives and projects, such as bank account management, banking service ... Carrington Associates. For more information about Carrington Charitable Foundation, and the ...

Son

Central Accounting Associate

Lincoln, NE · On-site

$21.93/hr

... service, our Total Compensation package includes well over $20,000 in additional Benefits value ... Treasurer. * Enters, reviews, and approves the daily deposit and accounts receivable into the State ...

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Treasury Services Associate information

What is a Treasury Services Associate?

Treasury Services Associates are entry-level professionals who support the management and optimization of a company's cash flow, liquidity, and financial transactions. They assist with tasks such as processing payments, managing bank accounts, reconciling statements, and supporting the implementation of treasury solutions. These associates often work closely with senior treasury staff to ensure efficient daily operations and compliance with financial policies. Their role is crucial in helping organizations manage their financial resources effectively and mitigate financial risks.

What are some typical challenges Treasury Services Associates face when managing cash flow and liquidity for clients?

Treasury Services Associates often encounter challenges such as balancing the need for liquidity with minimizing idle cash, adapting to rapidly changing market conditions, and ensuring compliance with regulatory requirements. They must be detail-oriented to monitor large volumes of transactions and proactive in identifying discrepancies or potential risks. Collaborating closely with internal teams and clients, they also need to communicate complex financial concepts clearly while maintaining strong client relationships.

What are the key skills and qualifications needed to thrive as a Treasury Services Associate, and why are they important?

To thrive as a Treasury Services Associate, you need strong analytical abilities, attention to detail, and a solid understanding of finance or accounting, often supported by a relevant degree. Familiarity with treasury management systems, financial software like Excel, and knowledge of regulations such as AML/KYC are typically required. Excellent communication, problem-solving, and client service skills help set you apart in this role. These competencies are crucial for ensuring accurate transaction processing, regulatory compliance, and effective client support in financial operations.

What is the difference between Treasury Services Associate vs Cash Management Specialist?

AspectTreasury Services AssociateCash Management Specialist
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, certifications like CAMS or CTP beneficial
Work EnvironmentBanking or financial institution, corporate treasury teamsBanking, financial services, corporate treasury departments
Employer & Industry UsageCommonly employed in banks and financial institutionsUsed in banks, corporations, and financial service firms
Comparison Search IntentUnderstanding roles in treasury operationsFocusing on cash flow management and banking services

The Treasury Services Associate and Cash Management Specialist roles both involve working within treasury and banking environments, often requiring similar educational backgrounds and certifications. While the Treasury Services Associate typically supports treasury operations and client services, the Cash Management Specialist focuses more on managing cash flow and banking solutions. Both roles are integral to financial institutions and corporate treasury teams, with overlapping skills but distinct primary responsibilities.

Treasury Services Associate jobs near you

Treasury Management Associate - Lincoln, NE

Equity Bank

Lincoln, NE

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

Equity Bank rating

5.3

Company rating: 5.3 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

165th of 171 rated banks

Job description

Position: Treasury Management Associate
Department: Treasury
Location: Lincoln, NE (On-Site)
Status: Full-time/Salary
Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
Job Summary:
Treasury Management Sales Associate is part of the Sales Delivery Team and is responsible for assisting the Treasury Management Officers with various sales related activities, including client pricing, presentation building and portfolio management. Responsibilities are to be completed with limited supervision in a proactive manner and involve accountability for empowered decision-making. The goal of the position is to acquire the knowledge and skill set necessary to become a Treasury Management Officer with full account responsibilities and sales goals. Responsibilities include:
Responsibilities and Expectations
  • Works closely with treasury sales officer to ensure commercial deposits are gathered and treasury management products are sold to new commercial customers.
  • Cross-sells treasury management products to existing customers. Responsible for expanding relationships for all treasury services to gain maximum client share of wallet.
  • Attend joint meetings with clients and TMO’s, Market team members, Regional President and loan officers primarily via phone focusing on banking sales segment.
  • Act as a trusted advisor to clients; understand their needs and recommend solutions to meet those needs.
  • Helps TMO obtain necessary documentation, account opening, and onboard for all Treasury Management products and cash management services.
  • Ensures the proper onboarding of new treasury management customers with the help of the TMO amp; TM Support.
  • Creates and coordinates execution of all agreements in relation to all Treasury Management products and cash management services.
  • Assists with training internal customers on all Treasury Management products.
  • Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training.
  • Tracks all sales-related activities as well as what is required by management.
  • Works with TMO on Annual Reviews for treasury/deposit customers
  • Assists the TMO and TM Support on annual ACH amp; RDC risk reviews.
Required Knowledge, Skills, and Abilities
  • Strong leadership and relationship building skill
  • Ability to effectively solve problems, present solutions and resolve conflicts
  • Strong interpersonal, verbal and written communication skills
  • Creative, analytical and takes initiative, along with a strong attention to detail
  • Ability to work on competing priorities in a fast-paced environment with competing priorities
  • Self-starter and highly motivated
  • Excellent written and oral communication
  • MS Office programs
  • Ability to learn various banking systems in a quick and proficient manner
  • High school diploma or equivalent required
  • Bachelor’s degree in business-related field preferred
  • 1-3 years of applicable customer facing experience
Who We Are
Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
What’s in it for you?
We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
Benefits Available:
  • Health, Dental amp; Vision Insurance
  • Group Life amp; Long-Term Disability Insurance
  • Flexible Spending amp; Health Savings Accounts
  • Group Cancer Insurance
  • 401(K) Retirement Plan w/Company Match
  • Generous Vacation amp; Sick Time
  • Employee Stock Purchase Plan (ESPP)
  • Pet Insurance
  • Retail Banking Benefits
Find your future at Equity Bank!
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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