Treasury Service Representative

Cornerstone Bank - Overland Park, KSOverland Park, KS

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

Company OverviewCornerstone 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

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FAQs About Treasury Service Representative Jobs at Cornerstone Bank - Overland Park, KS

What is the work location for this position at Cornerstone Bank - Overland Park, KS?

This job at Cornerstone Bank - Overland Park, KS is located in Overland Park, KS, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Cornerstone Bank - Overland Park, KS?

Employer has not shared pay details for this role.

What employment applies to this position at Cornerstone Bank - Overland Park, KS?

Cornerstone Bank - Overland Park, KS lists this role as a Full-time position.

What experience level is required for this role at Cornerstone Bank - Overland Park, KS?

Cornerstone Bank - Overland Park, KS is looking for a candidate with "Senior-level" experience level.

What benefits are offered by Cornerstone Bank - Overland Park, KS for this role?

Cornerstone Bank - Overland Park, KS offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Paid Holidays, Paid Vacation, Career Development, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Cornerstone Bank - Overland Park, KS?

You can apply for this role at Cornerstone Bank - Overland Park, KS either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.