The Role
Manage full-service banking relationships for affluent clients, perform account reviews and openings, coordinate treasury contract delivery and onsite product training, support sales calls and special projects, and troubleshoot customer and employee issues.
Summary Generated by Built In
Job Overview: The candidate for this role will assist on projects as assigned by the Director of Treasury Management, Commercial Product Manager, Treasury Sales Team and Commercial Lenders. This role will manage full-service banking relationships with affluent customers of the bank.
The candidate for this position will be responsible for:
- Performing ongoing account reviews
- Initiating account openings
- Coordinating deliver of treasury contracts and scheduling onsite treasury product training
- Attending assigned sales calls
- Providing updates on assigned special projects
- Coordinating troubleshooting for customers and employees
Requirements for the position include:
- Knowledge of treasury products and business credit cards
- Interdepartmental collaboration experience
- Professional level verbal and written communication skills
- Strong customer service orientation
- Organizational and supervisory proficiency
- Ability to work flexible and/or late hours
Preferred qualifications for this position include:
- Bachelor's degree in a business-related field (may be waived in lieu of experience)
- 5+ years of banking/treasury experience
EEO/Veterans/Disabled
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Knowledge of treasury products and business credit cards
- Interdepartmental collaboration experience
- Professional level verbal and written communication skills
- Strong customer service orientation
- Organizational and supervisory proficiency
- Ability to work flexible and/or late hours
- Bachelor's degree in a business-related field (may be waived in lieu of experience)
- 5+ years of banking/treasury experience
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The Company
What We Do
Fidelity Bank was founded in 1974 and is one of the largest community banks in metro Atlanta.
