The Treasury Management Specialist provides essential support to the Treasury Management team by assisting with onboarding and troubleshooting for business clients using online banking services. This role ensures smooth implementation of treasury products, accurate data input, and exceptional customer service. Additional responsibilities include achieving assigned sales and referral goals, managing sales pipelines, supporting sales strategy with Treasury Management Sales teams, assisting with sales activities, and performing other duties as assigned to maintain operational efficiency, client satisfaction, and business growth.
Assist in setting up business clients on online banking platforms, ACH, wires, remote deposit capture, and fraud prevention tools.
Provide troubleshooting for technical issues related to online banking, security tokens, and file transmissions.
Coordinate with internal teams (E-banking, Operations) to resolve client issues promptly.
Data Input & Documentation
Accurately enter client and product setup information into treasury systems.
Maintain detailed records of onboarding activities, service requests, and compliance documentation.
Customer Service
Respond to client inquiries via phone and email with professionalism and clarity.
Provide training and guidance on treasury services and online banking features.
Sales Goals, Pipeline Management & Strategy
Achieve assigned individual and team sales, referral, calling, and product penetration goals in alignment with Treasury Management objectives.
Maintain an accurate and current pipeline of prospects, opportunities, proposals, implementations, and closed business in the designated sales tracking system.
Monitor pipeline activity, next steps, expected close dates, product opportunities, and projected revenue or deposit impact; provide regular updates to Treasury Management leadership and Sales teams.
Partner with Treasury Management Sales Officers, relationship managers, market leaders, and branch teams to identify prospects, deepen existing relationships, and prioritize sales opportunities.
Analyze pipeline results, win and loss trends, product adoption, and sales activity to identify gaps, recommend next actions, and improve sales effectiveness.
Compliance & Risk Management
Ensure adherence to BSA, KYC, and internal audit requirements during onboarding and maintenance processes.
Maintain confidentiality and compliance with all banking regulations.
Other Duties
Participate in special projects, process improvements, and departmental initiatives as assigned.
Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
KNOWLEDGE, SKILLS, AND ABILITIES:
Knowledge of bank operations, especially treasury management services.
Knowledge of Word, spreadsheet, and database software.
Skills in problem solving and decision-making.
Ability to communicate effectively with management, customers, and coworkers.
Ability to work with accuracy and attention to detail.
Ability to create an organized and efficient work environment.
Ability to meet deadlines and multi-task.
EDUCATION AND EXPERIENCE:
High School diploma or equivalent experience in banking.
Previous experience with computer software and bookkeeping preferred.
BENEFITS:
Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.
PHYSICAL REQUIREMENTS:
NOTE: The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.
More Details
Monday through Friday 8-5
Benefits
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Time benefits include:
8 paid holidays.*
17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.*
After five years, 22 PTO days each year.*
After ten years, 27 PTO days each year.*
Employees must also complete the 90-day introductory period prior to accruing PTO.*
New employees will receive 16 hours of paid sick time upon their hire date.*
Health, dental, prescription drug card, vision, and voluntary life insurance plans.
Health Savings Account with employer contributions.
Flexible medical and dependent care spending plans.
Parental Leave after one year of full time employment.
401K plan after 3 months and start of next quarter with employer contributions and profit sharing.
Free checking account and basic printed checks.
Free safe deposit box.
$50,000 group term life insurance.
Long term disability insurance.
Employee Assistance Program.
Educational Assistance.
*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. Pinnacle Bank supports pay and transparency and complies with all applicable pay transparency laws. For more information, view the EEO KNOW YOUR RIGHTS.
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