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FirstBank

Treasury Management Specialist

Career Insights for Treasury Analyst

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Based on Alabama data

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What they do

A Treasury Analyst works mainly with large organizations or governmental agencies to help oversee cash flow, assess finances and to advise the leaders on how to retain a healthy financial position. Can perform a wide variety of tasks, such as financial modeling and forecasting, budgeting and asset management.

$80,079 / year median in Alabama

+3% projected growth

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Job Description

Treasury Management Specialist FirstBank - 3.5 Birmingham, AL Job Details Full-time 6 hours ago Qualifications Customer communication Financial services customer support Full Job Description This position works to ensure customer satisfaction with Treasury Management products from the Sales Decision to Implementation. This will require making relevant decisions within bank policy to assist in making the transition to FirstBank's Treasury Management products smooth and maintaining the relationship. Also, responsible for working as a team to create pricing proposals, RFP completion and implementation of new products and services. Essential Duties and Responsibilities include the following. Other duties may be assigned. Create pricing proposals with the sales team based on competition bank statements or analysis statements Implement all Treasury Management products and services from sales decision to fully operational, while making relevant decisions as needed for customer service. Provide timely customer support to all Treasury Management products and services before and after implementation. Support the sales team by cross selling Treasury Management products to existing customers Take ownership in the customer and coordinate support issues and resolution with vendors Conduct on sight meetings as needed to handle training, services issues and conduct client reviews Support Treasury Management Sales team with RFP completion and delivery within requested RFP time frame. Maintain open communication with Treasury Management Sales, Relationship Manager and the customer Education and/or Experience Previous Treasury Management experience preferred but not required 3+ years previous banking experience required Self motivated with time management skills Customer Service/Problem Resolution Experience required