Treasury Management Specialist

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Location:

Atlanta, GA | Salary: $-$

This position is responsible for working on behalf of First Bank to ensure customer satisfaction with Treasury Management products from the Sales Decision to Implementation. The role requires making relevant decisions within bank policy to assist in the transition to First Bank’s Treasury Management products smoothly and maintaining the relationship, while collaborating with a team to create pricing proposals, complete RFPs, and implement new products and services.

• Create pricing proposals with the sales team based on competition and bank statements or analysis statements.
• Implement all Treasury Management products and services from sales decision to fully operational, making relevant decisions as needed for customer service.
• Provide timely customer support to all Treasury Management products and services before and after implementation.
• Support the sales team by cross‑selling Treasury Management products to existing customers.
• Take ownership of the customer and coordinate support issues and resolution with vendors.
• Conduct on‑site meetings as needed to handle training, service issues, and client reviews.
• Support Treasury Management Sales team with RFP completion and delivery within requested RFP time frame.
• Maintain open communication with Treasury Management Sales, Relationship Managers, and the customer.
• Perform other duties as assigned.

• Previous Treasury Management experience preferred but not required.
• 3+ years previous banking experience required.
• Self‑motivated with strong time‑management skills.
• Customer Service/Problem Resolution experience required.

Mid‑Senior level

Full‑time

Finance and Sales

First Bank is an Equal Opportunity Employer, including disability.