Treasury Management Administrator

Position Title: Treasury Management Administrator

Reports To: Vice President, Treasury Management Sales

Direct Reports: None

Classification: Exempt

Revised: October

Company Mission & Vision:

We are a community bank that keeps customers, community and employees at the heart of our Story. By

building relationships that reach beyond banking, South Story Bank & Trust empowers communities, customers

and employees to write their own success stories.

Our Core Values:

Be Authentic & Transparent.

Always Provide a Consistent, Exceptional Experience.

Think Like An Owner.

Relentlessly Do the Right Thing.

Connect Through Thought Leadership.

Do Well And Good.

Celebrate Innovation.

Position Summary:

The primary duties of the Treasury Management Administrator are to support the calling efforts and development

of new commercial relationships that utilize Treasury Management products and services. This position requires

working knowledge of Treasury Management compliance, processes, and procedures, as well as sales related

knowledge to support Treasury Management services.

Key Responsibilities:

Client Relationship Management: Assist with relationship reviews and profitability analysis for Treasury

Management clients. Cross sell and promote TM services to existing and prospective clients. Work closely

with Retail Staff, Commercial Bankers and VP Treasury Management.

Implementation & Support: Provide continuous client support for new and existing Treasury

Management clients through the onboarding and training process of new TM Services. Assists in the

preparation of proposals and RFPs for prospective or existing clients.

Process Improvement: Recognize and recommend opportunities to improve processes and procedures

to streamline sales activities and enhance client experience. Monitor industry trends to identify new

opportunities.

Compliance & Risk Management: Assist with completion of risk-based exposure limit reviews and

monitoring of appropriate exposure limits for TM Clients.

Additional responsibilities may be assigned in alignment with the Banks mission, vision, and core values.

Qualifications & Requirements:

Bachelors degree in Finance, Business Administration, related field or equivalent experience.

2-3 years of experience in Treasury Management, with a minimum of 5 years of prior banking or financial

industry experience.

Demonstrates strong knowledge of sales principles to effectively market treasury management services.

Understanding of banking products and services.

Knowledge of banking platforms, financial regulations and compliance standards.

Excellent verbal, written communication and customer service skills.

Proficiency in Microsoft Office Suite is essential.

Must possess a valid drivers license, have reliable transportation, and be willing to travel as needed.