Treasury Management Advisor II
On-siteAmarillo, Texas, United States
Job Summary
Consult with prospective clients to determine cash management needs, prepare applications and contracts, and make on-site visits for service installation. Serve as the liaison between commercial customers and operations while responding to RFPs with detailed cost analyses. Support bank staff calling efforts to attract new business, conduct training sessions for internal teams, and educate customers on cyber security measures to circumvent risk. Work with management to determine ongoing risk assessment processes and participate in product offering committees. Complete required BSA/AML and compliance training as assigned. Bachelor's degree, five years of related banking experience, and proficiency in Microsoft Office products required.
Required Qualifications
- Equivalent to a four year college degree
- 5 years related experience and/or training
- Excellent oral and written communication skills
- Proficient in Microsoft Office products (specifically Excel) and Adobe DC
- Applicable knowledge of cyber security
- Must be able to identify and measure potential risk with respect to treasury products and services
Desired Qualifications
- Certified Treasury Professional (CTP) Credential
- Accredited ACH Professional
- Bilingual in English/Spanish
- Occasional overnight travel
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