at Byline Bank in Chicago, Illinois, United States
Job Description
Objective of Position :
The Treasury Management Documentation Specialist is responsible for assisting the Treasury Management Sales Team in all sales activities including delivering documentation to clients for Treasury Management related services such as Positive Pay and Sweep, create sales presentations and pricing proformas, and sales related projects.
Duties & Responsibilities:
+ Assists the Treasury Management Sales (TMS) office as directed.
+ Supports TMS through document preparation and delivery to clients and prospects where appropriate.
+ Works directly with Sales and Operations in identifying fraud prevention opportunities and collaborating directly with clients to enable them.
+ Supports TMS by preparing sales related presentations, client TM relationship reviews, Request for Proposal (RFP) responses, and pricing proposals for prospects and clients.
+ Conducts periodic pricing reviews for individual clients as well as assist in annual pricing review for the TM Portfolio.
+ Reviews account analysis statements monthly.
+ Provides direct customer service for escalated/complex issues.
+ Conducts various sales related projects (i.e., data mining for sales opportunities, billing consolidations, pricing reviews, risk remediation projects, etc.).
+ Maintains repository for TM Sales materials and client sales presentations.
+ Assists TM Sales in sales related campaigns.
+ Supports account planning for TM Sales portfolios.
+ Provides product demonstrations and product training to customers and bank personnel.
+ Monitors and quickly responds to inquires submitted to the department inbox.
+ Provides superior customer service with every customer interaction.
+ Supports complex Treasury Management setups.
+ Resolves problems within given authority and effectively escalates when necessary.
+ All other duties as assigned.
Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Qualifications :
+ Associate’s degree or related field required. Bachelor’s degree in Business Management, preferred.
+ 3+ years’ prior experience in a similar role.
+ Strong analytical and problem-solving skills.
+ In-depth knowledge of account analysis and treasury management products and services.
+ Excellent verbal and written communication skills with the ability communicate complicated information to customers. Strong customer service skills.
+ Highly motivated and experienced in managing multiple tasks.
+ Demonstrates and promotes high ethical standards and behavior.
+ Adapts and helps others manage change.
+ Ability to make accurate and quick decisions under pressure.
+ Excellent process and procedural knowledge, advanced team building and collaboration skills to manage the diverse services provided.
+ High-level proficiency in MS Office Suite.
PHYSICAL DEMANDS/WORK ENVIRONMENT:
Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enabling the use of office equipment. Oral and auditory capacity enabling interpersonal communication as well as communication through automated devices.
Byline Bank offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels.
The hourly rate for this position is $28.32 to $34.43. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, Byline Bank offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with Byline Bank, you’ll find a far-reaching choice of benefits and incentives.
Byline Bank is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Byline Bank are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, protected veteran status, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Byline Bank will not tolerate discrimination or harassment based on any of these characteristics.
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