Treasury Management Advisor II

Commercial Tower LPO 5000
2101 W Commercial Blvd
Suite 5000
Fort Lauderdale, FL 33309, USA

The Treasury Management Advisor II is responsible for sales of cash management products to new and existing commercial customers with a focus on generating fee income. They will provide on‑going support to customers that utilize cash management products assuring customer satisfaction. Responsible for assisting others with customer calling efforts by preparing comparative analysis and making product recommendation. The employee should be knowledgeable on cyber security and measures to take to circumvent risk.

• Consult with prospective clients to determine cash management and other banking product needs. (Performed daily)
• Prepare necessary documentation (applications, contracts) for implementation of services sold. (Performed weekly)
• Make on‑site visit for installation of services sold where applicable. (Performed as needed)
• Make follow‑up calls with commercial clients to ensure customer satisfaction with services. (Performed as needed)
• Serve as liaison between commercial customers and operations through early stages of the relationship. (Performed as needed)
• Prepare responses to RFPs to include a cost analysis of banking services. (Performed as needed)
• Support calling efforts of bank staff to attract and retain new business. (Performed daily)
• Conduct training sessions for lenders, business development and retail staff on the benefit of products. (Performed as needed)
• Work with management to determine ongoing risk assessment processes. (Performed as needed)
• Participate in groups or committees that impact product offering related to commercial services. (Performed as needed)
• Educate customers on the importance of cyber security and measures to take to circumvent the risk. (Performed as needed)
• Maintain a constant state of alertness and work in a safe manner.
• Complete required BSA/AML training and other compliance training as assigned. (Performed as needed)
• Perform any other related duties as required or assigned.

Education and Experience: Equivalent to a four‑year college degree plus 5 years of related experience and/or training, or an equivalent combination of education and experience.

Communication

Skills:

Ability to write reports, business correspondence, and policy/procedure manuals; ability to effectively present information and respond to questions from managers, clients, customers, and the general public.

Mathematical

Skills:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Apply concepts such as fractions, ratios, and proportions to practical situations.

Critical Thinking

Skills:

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Preferred Certificates, Licenses, Registrations: Certified Treasury Professional (CTP) Credential;
Accredited ACH Professional.

Software

Skills Required:

Basic:
Accounting, Alphanumeric Data Entry, Contact Management, Database, Human Resources Systems, Payroll Systems.

• Bilingual in English/Spanish
• Overnight travel may be required.

Periodically exposed to elements such as noise, intermittent standing, walking, occasionally pushing, carrying, or lifting; but none are present to an extent that is disagreeable. Reasonable accommodations can be made for disabilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This 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.