Treasury Management Specialist

FB Financial
Jackson, Memphis
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 3+ yearsSkills: ["Customer service","Problem resolution","Time management","Self-motivation","Cross-team collaboration"]

Ensure smooth transitions of Treasury Management products from sales decision through implementation and ongoing operations. Create pricing proposals with the sales team, support RFP completion and delivery, and implement treasury products and services to full operational readiness. Provide timely customer support before and after go-live, coordinate issue resolution with vendors, and conduct on-site meetings for training, service troubleshooting, and client reviews while maintaining close communication with sales and relationship management.

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FursaFursa
FB Financial
FB Financial
1 week ago

Treasury Management Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Ensure smooth transitions of Treasury Management products from sales decision through implementation and ongoing operations. Create pricing proposals with the sales team, support RFP completion and delivery, and implement treasury products and services to full operational readiness. Provide timely customer support before and after go-live, coordinate issue resolution with vendors, and conduct on-site meetings for training, service troubleshooting, and client reviews while maintaining close communication with sales and relationship management.
Location: Jackson, Memphis
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Create pricing proposals with the sales team using competition bank statements or analysis statements
  • •Implement Treasury Management products and services from sales decision to fully operational, applying bank policy decisions as needed
  • •Provide timely customer support for Treasury Management products and services before and after implementation
  • •Support the sales team by cross-selling Treasury Management products to existing customers
  • •Coordinate customer support issues and resolution with vendors and conduct on-site meetings for training, service issues, and client reviews

Key Requirements

  • •3+ years of previous banking experience required
  • •Customer service/problem resolution experience required
  • •Previous Treasury Management experience preferred
  • •Self-motivated with strong time management skills
  • •Ability to support Treasury Management sales with RFP completion and delivery within requested time frames
Experience:3+ yearsBankingTreasury management
Skills:Customer serviceProblem resolutionTime managementSelf-motivationCross-team collaboration

Company Brief

FB Financial
FB Financial (FirstBank) is a regional bank offering consumer and commercial banking services, including deposits, lending, mortgage, and wealth management solutions to individuals and businesses across its branch footprint.
Industry: Banking
Growth: Established Company
Headquarters: Nashville, United States
Website