Treasury Service Representative

Company Overview

Cornerstone Bank is a locally owned community bank driven by our mission to serve businesses and the individuals who run them.  We use a consultative approach to develop new ideas and build trusted relationships.  We pride ourselves on upholding the tradition of personalized, quality service set forth in 2001 by the founders of the bank.  At Cornerstone Bank you’ll be an integral part of a team environment.

Benefits!

• Competitive wage and attractive benefits package
• Health, dental, and vision insurance (including company contribution), voluntary short-term disability, and company-paid long-term disability, life insurance, and identity theft insurance
• 401(k) retirement plan with company match
• Paid Time Off (PTO), paid Holidays, and telecommute days
• Professional development
• Dress for your Day dress code, Red Fridays (KC Chiefs)/special event days, fitness reimbursement program, financial wellness program, quarterly birthday events, team-building events, social events, work-life employee assistance programs

Join Our Team!

The Treasury Service Representative is responsible for supporting the onboarding, implementation, maintenance, and servicing of treasury management products and services for clients. In addition, this position will include working with the sales and operation teams to support data gathering and commercial account openings. This role serves as a key operational partner and liaison to Treasury Management Sales, Commercial Banking, and Operations to ensure there is a seamless client experience. Meets annual service goals and service activity targets by developing service plans. Develops and executes regular calling programs and analyzes customer needs. Develops and maintains a strong knowledge of products, pricing strategies, technical tools, and sales strategies to maximize effectiveness.

Duties and Responsibilities:

• Leverage client relationships to generate business
• Partner with Treasury Sales and Commercial Lenders to ensure accurate product setup is aligned with client needs
• Conduct client onboarding calls to review service setup, documentation requirements, system configuration, and timeliness
• Serve as primary contact for RDC installation, maintenance, and annual review
• Generate core deposits and treasury revenue for the bank by calling on existing and new clients of the bank; face to face, telephone, and email communications
• Collaborate with and support Commercial Bankers on new opportunities, and plan service/sales strategies to develop new business from internal loan clients
• Serve prospective clients by presenting ideas on ways to manage their banking in a more automated, timely, and cost-efficient manner
• Create proposals for customers and manage the entire Treasury Services service process
• Communicate in a proactive manner with clients on any banking changes that may impact them
• Maintain an accurate service pipeline, calling activity report and closed business report clients and prospects on an ongoing basis
• Maintain a thorough, in-depth knowledge of the Bank’s products and services.
• Follow policy and procedures; complete tasks accurately and on time
• Monitor and prepare required reports
• Support audit and compliance requests
• Ensure compliance with applicable regulations
• Perform other duties as assigned

Education and/or Experience:

• Bachelor's Degree (BA) in business related field preferred
• Customer service experience in a traditional bank required (including new client onboarding); (2) two years of experience preferred

Qualifications:

• Functional knowledge of Microsoft Office applications (Excel, Word, Powerpoint)
• Strong verbal and written communication skills
• Strong analytical skills required
• Familiarity of financial software
• Detail oriented and ability to work under pressure of deadlines
• All candidates will be required to complete a pre-employment background and credit screening

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is a largely sedentary role and the employee must be able to remain in a stationary position 50% of the time and move around the bank and/or outside of the bank 50% of the time; some filing and use of office equipment is required. Continually utilize hand and finger dexterity. Continually utilize visual acuity to operate equipment, read information, and/or use a keyboard.  Frequently required to communicate with bank staff and customers; must be able to exchange information in these situations.  Occasionally required to move about inside the office to access file cabinets, supplies, office machinery, etc.  Occasionally required to move items up to 25 pounds. While performing the duties of this job, the noise level in the work environment is usually quiet to moderate.

Emotional Demands:
Ability to maintain regular attendance and be punctual. Ability to complete assigned tasks without direct supervision. Ability to work and sustain attention with distractions and/or interruptions and multitask without loss of efficiency or accuracy. Ability to perform under stress. Ability to interact appropriately with a variety of individuals including customers/clients. Ability to perform in situations requiring speed and deadlines. Ability to work as an integral part of the team.

Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works in typical bank lobby/office environment on first floor of the building.  Continually views a computer monitor and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

The above is intended to describe the general content of and requirements for the performance of this job.  It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements.  Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Cornerstone Bank is an Equal Opportunity Employer