Treasury Management Specialist

Join the winning team at First Business Bank as a
Treasury Management Specialist!

First Business Bank is aTop Workplaces USA company, learn morehere.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!

This Monday-Friday, 8am-5pm role is responsible for providing the highest level of client service to all Bank clients, prospects and employees utilizingin-depth knowledge of treasury Bank products and services by researching problems and answering questions, processing transactions, and coordinating new client onboarding (deposit account and treasury management products).

No sales goals!

Work Model: Onsite at our Leawood, KC location with the option of remote work one day/week.

• Provide high degree of personal service to internal and external clients. Assist with client inquiries daily and pre-qualify clients or prospects for treasury products.
• Coordinate new client onboarding and ongoing maintenance for TM Sales Officers which includes client documentation, document preparation, and product set-up information gathering. May assist TM Sales Officers in client profiling to define custom service offering for treasury products and reviews all client contracts for accuracy.
• Proactively assists TM Sales Officers to develop deposit and treasury proposals including proposal document preparation and modeling of account analysis fee proforma.
• Monitor monthly exception reports (rate and fee exceptions) and coordinate renewal or removal of exceptions with TM Sales Officers.
• Prepare and schedule account reviews for all assigned merit level clients.

Education and/or experience requirements:

• 2 years' work experience in banking services required
• High level of comfort and interest working with bank core systems
• High level of client service awareness and eagerness to problem solve directly with clients.
• Well-developed customer and interpersonal skills.
• Ability to speak clearly, understandably, and listen to clients/prospective clients and co-workers.
• Knowledge of federal and state laws and regulations, including a demonstrated adherence to all Bank Secrecy Act/Anti-Money Laundering and OFAC laws, plus completion of all training addressing this topic.

Experience the Total Rewards Great People Deserve

As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:

• Comprehensive Health, Dental, and Vision plans
• Competitive compensation, with a focus on professional development and internal mobility
• Paid vacation time (15 days minimum per year)
• Paid sick leave (6 days per year)
• 1 day paid volunteer time
• 10 paid holidays (annually)
• Paid parental leave
• 401(k) program with company matching, plus additional profit sharing contribution
• Performance based annual incentive program
• Free and confidential Employee Assistance Program
• Wellness programs
• Education Assistance Program
• Employee Stock Purchase Program
• Plus many other perks and benefits!
  

Compliance Statement

First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.

First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

If you require a reasonable accommodation for any part of the employment process, please email [emailprotected].