Treasury Management Client Specialist (Queenstown, MD)

Queenstown Bank is Celebrating 125 Years of Community Banking!

Come Join a Team that is Working Together to Enhance the Lives of our Colleagues, Customers and the Community Every Day!

The Treasury Management Client Specialist will serve as the primary point of contact for Customers and Relationship Managers/ Branch Managers for new and existing Treasury Management relationships.  They will support inquires for new products by meeting with customers to uncover needs and make product recommendations. They will be responsible for maintaining the continuity of the client relationships throughout the life cycle of the business partnership.  This role works closely with the Relationship Managers, Branch Managers and Operations to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial deposit clients.  

 Duties and Responsibilities:

• Partner with Relationship Managers and Branch Managers to establish identified deposit opportunities.
• Provide a high level of client service for all products and services, to include fielding client questions and acting as the subject matter expert for Treasury Management products.
• Act as a liaison among internal departments and vendors in supporting Treasury Management customers by aiding them with products and services.
• Respond to a wide variety of complex banking questions and provide guidance with account implementation, fund transfers and stop payment requests.
• Respond to a wide range of deposit and Treasury Management client questions and resolve issues timely and effectively by applying knowledge of products, services, applications, policies and procedures.
• Act as an expert with in-depth knowledge of multiple system platforms to deliver access and service to all clients such as Business Internet Banking, Bill Pay, ACH transactions, Wire Transfers, Mobile Banking, Remote Deposit Capture, Positive Pay and other advanced services supported in the department. 
• Provide onboarding of new customers, implementation of customer products and services, and troubleshooting to ensure a seamless customer experience. 
• Evaluate and monitor services to ensure alignment with evolving customer needs, as well as bank products; make recommendations for changes.  
• Perform annual review of customer portfolios to ensure compliance.
• Adheres to Bank policies and procedures required by federal and state statutes, laws and regulatory rules.
• Adheres to Company’s Safety and Security Policies and Procedures.
• Adheres to Company’s behavioral standards and Core Values, which are Trust, Customer Commitment, Teamwork, Excellence and Performance.
• Performs other duties as assigned by management.

 Qualifications (Knowledge, Skills, Abilities, Education and Experience):

• Bachelor’s Degree preferred.   High School Diploma or GED required. 
• Minimum of 5 years Treasury Management products experience strongly preferred.  2 years minimum required. 
• Strong knowledge of both front-end and back-end business online banking.
• Strong interpersonal communication skills, responsiveness and ability to problem solve.
• Ability to successfully navigate internal and external business relationships at all levels. 

 Physical Demands and Work Environment:

• Mobility sufficient to perform activities required of position, including travel to branch locations
• Manual dexterity for the functional operation of office equipment, such as computers, calculators, etc.
• Ability to actively engage in necessary communications with internal and external customers

Company Benefit Offerings for eligible employees:

• Medical, Dental and Vision insurance offered 1^st of the month following 30 days of employment 
• Paid Time Off (PTO) starts at 3 weeks per calendar year (prorated for new hires based on start date)
• 12 Paid Holidays (including Birthday) 
• 401K retirement plan with up to a 4% Company match and immediate vesting
• Tuition Reimbursement
• Employer paid life insurance
• Employer paid disability insurance 
• Voluntary life and disability insurance
• Employee Assistance Program
• Employee Discounts and Perks

 Compensation:

• The Salary range is $46,800 - $78,000
• The posted pay range for this position reflects a good faith estimate.
• Actual compensation offered may vary based on factors such as relevant experience, skills, internal equity, tenure, performance and location.

Queenstown Bank is an Affirmative Action / Equal Opportunity Employer. Queenstown Bank is an E-Verify participant.