Treasury Management Specialist

Job description

Join Montecito Bank & Trust as a Treasury Management Specialist ! As the largest locally owned community Bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work. We are always looking for talented professionals who are passionate about personalized service, community involvement, and innovation. By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace. About the Role: As a Treasury Management Specialist, you will deliver a World Class Experience to clients by serving as the Bank’s subject matter expert for Treasury Management service and sales. The Treasury Management Specialist will be the Bank’s primary field representative for in-person product installation, periodic site visits, and on-site client training. Acts as a liaison between various internal Bank partners. Recommends approval of RDC, wire, and ACH limits to appropriate approvers. Prepares contracts and maintains customer files, tracks sales records, monitors product usage and system operations, and resolves problems within given authority. Responsible for collecting data fo...