Treasury Management Implementation Associate I - Woodforest National Bank
The Woodlands, TX
About the Job
Take the next step toward your new career today!
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
The Treasury Management Implementation Associate I is responsible for completing the documentation and onboarding process of new clients generated from the sales efforts of the Treasury Management team. Provides basic training on Woodforest products and services that will be made available to new clients.
Key Responsibilities:
· Responsible for onboarding new clients received from Treasury Management Sales.
· Upon receipt of new requests work with clients to onboard treasury management requests and link to the clients’ accounts.
· Prepares cash management product agreements for clients.
· Assists clients with agreements as necessary.
· Provides SLAs to clients and sales officers as needed.
Competencies Required:
· Working knowledge of related state and federal banking compliance regulations, Bank policies and procedures, and the Bank’s products and services.
· Working experience, knowledge and training in all lending and operations activities and terminology.
· Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures.
· Ability to pay attention to detail and accurately complete onboarding of new clients.
· Excellent organizational and time management skills.
Minimum Qualifications/Experience:
· 3 years of business or commercial banking experience combined with knowledge of Treasury Management products and systems required.
OR a currently active member of Woodforest branch management with at least 1 year in role (Assistant Branch Manager or above).
· Knowledge of Treasury Management products required.
Formal Education & Certification:
· High school diploma or equivalent.
· Certified Treasury Professional (CTP) certification preferred.
Work Status:
· Full-time.
Supervisory Responsibility:
· None.
Travel:
· Up to 10% travel is expected.
Working Conditions:
· Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.
Job: Operations*
Organization: Texas - Houston*
Title: *Treasury Management Implementation Associate I*
Location: *Texas-The Woodlands*
Requisition ID: *063994*
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
The Treasury Management Implementation Associate I is responsible for completing the documentation and onboarding process of new clients generated from the sales efforts of the Treasury Management team. Provides basic training on Woodforest products and services that will be made available to new clients.
Key Responsibilities:
· Responsible for onboarding new clients received from Treasury Management Sales.
· Upon receipt of new requests work with clients to onboard treasury management requests and link to the clients’ accounts.
· Prepares cash management product agreements for clients.
· Assists clients with agreements as necessary.
· Provides SLAs to clients and sales officers as needed.
Competencies Required:
· Working knowledge of related state and federal banking compliance regulations, Bank policies and procedures, and the Bank’s products and services.
· Working experience, knowledge and training in all lending and operations activities and terminology.
· Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures.
· Ability to pay attention to detail and accurately complete onboarding of new clients.
· Excellent organizational and time management skills.
Minimum Qualifications/Experience:
· 3 years of business or commercial banking experience combined with knowledge of Treasury Management products and systems required.
OR a currently active member of Woodforest branch management with at least 1 year in role (Assistant Branch Manager or above).
· Knowledge of Treasury Management products required.
Formal Education & Certification:
· High school diploma or equivalent.
· Certified Treasury Professional (CTP) certification preferred.
Work Status:
· Full-time.
Supervisory Responsibility:
· None.
Travel:
· Up to 10% travel is expected.
Working Conditions:
· Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.
Job: Operations*
Organization: Texas - Houston*
Title: *Treasury Management Implementation Associate I*
Location: *Texas-The Woodlands*
Requisition ID: *063994*
Source : Woodforest National Bank