Parkside Financial Bank & Trust
Treasury Management Specialist
Parkside Financial Bank & Trust, Clayton, Missouri, United States
Treasury Management Specialist
Parkside Financial Bank & Trust is an independent financial institution founded in 2007 by professionals with complementary expertise. The goal was to create a banking experience that brings fresh perspective to business banking, wealth management, commercial lending, trust and family office services. Our partnership model fosters success, builds legacies, and transforms businesses. With offices in St. Louis, Missouri and Denver, Colorado, we have grown our bank division to $1 billion in assets and our Trust & Family Office assets under management to approximately $3.6 billion. Voted a Top Workplace in St. Louis for five years running, we pride ourselves on assembling a team that is smart, likeable, entrepreneurial and dependable. Responsibilities
Revenue generation through coordinated calling efforts – both independent and/or joint calling with RMs
Maintain contact with key decision makers Manage pricing negotiation and proposals
Thorough knowledge of Treasury Management products and processes with understanding of how clients utilize them Act as day‑to‑day support for Treasury Management clients providing ongoing training and problem research and resolution; takes ownership of client experience by forming relationships and providing efficient and effective solutions Assist in implementing new products and services for clients; support deposit scanner installations on‑site or by phone Maintain up‑to‑date client information on bank system/files to ensure client documentation is accurate and complete Assist in billing and analysis processes Support training clients, lenders, and internal teams on all treasury management products Help support and maintain product suite to keep a competitive, high‑quality service offering Project Management responsibilities involving product enhancements, client communication and documentation Maintain comprehensive knowledge of related policies, regulations and procedures Develop working knowledge of Enterprise Resource Planning (ERP) system capabilities and integration of treasury products and automation Qualifications
High school diploma or equivalent with 3+ years of business banking experience Technical and analytical skills Willingness/ability to manage projects and project coordination Lead end‑to‑end technical implementations of TM product suite Motivated self‑starter Ability to navigate and learn new computer systems and websites Detail oriented and highly organized Able to multi‑task and prioritize to meet deadlines Able to work both independently and as an integral part of a team Strong verbal and non‑verbal communication skills Able to focus on key priorities and thrive in a complex and ever‑changing environment Service oriented and patient in stressful and challenging situations Proficient in Excel, Word, PowerPoint, Adobe Willingness to learn and contribute to company’s financial growth and profitability Employee Benefits
Competitive salary with bonus Medical, dental, and vision insurance 401(k) plan with employer match Employee stock options Paid 4‑week sabbatical program, including $5,000 for travel, after every 5 years of employment 12‑week paid maternity leave Tuition reimbursement Employee charitable giving support Company‑paid parking and more Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed, please inform us so we can provide suitable assistance and modifications. All employment offers are contingent upon successful completion of all necessary background checks and drug screens.
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Parkside Financial Bank & Trust is an independent financial institution founded in 2007 by professionals with complementary expertise. The goal was to create a banking experience that brings fresh perspective to business banking, wealth management, commercial lending, trust and family office services. Our partnership model fosters success, builds legacies, and transforms businesses. With offices in St. Louis, Missouri and Denver, Colorado, we have grown our bank division to $1 billion in assets and our Trust & Family Office assets under management to approximately $3.6 billion. Voted a Top Workplace in St. Louis for five years running, we pride ourselves on assembling a team that is smart, likeable, entrepreneurial and dependable. Responsibilities
Revenue generation through coordinated calling efforts – both independent and/or joint calling with RMs
Maintain contact with key decision makers Manage pricing negotiation and proposals
Thorough knowledge of Treasury Management products and processes with understanding of how clients utilize them Act as day‑to‑day support for Treasury Management clients providing ongoing training and problem research and resolution; takes ownership of client experience by forming relationships and providing efficient and effective solutions Assist in implementing new products and services for clients; support deposit scanner installations on‑site or by phone Maintain up‑to‑date client information on bank system/files to ensure client documentation is accurate and complete Assist in billing and analysis processes Support training clients, lenders, and internal teams on all treasury management products Help support and maintain product suite to keep a competitive, high‑quality service offering Project Management responsibilities involving product enhancements, client communication and documentation Maintain comprehensive knowledge of related policies, regulations and procedures Develop working knowledge of Enterprise Resource Planning (ERP) system capabilities and integration of treasury products and automation Qualifications
High school diploma or equivalent with 3+ years of business banking experience Technical and analytical skills Willingness/ability to manage projects and project coordination Lead end‑to‑end technical implementations of TM product suite Motivated self‑starter Ability to navigate and learn new computer systems and websites Detail oriented and highly organized Able to multi‑task and prioritize to meet deadlines Able to work both independently and as an integral part of a team Strong verbal and non‑verbal communication skills Able to focus on key priorities and thrive in a complex and ever‑changing environment Service oriented and patient in stressful and challenging situations Proficient in Excel, Word, PowerPoint, Adobe Willingness to learn and contribute to company’s financial growth and profitability Employee Benefits
Competitive salary with bonus Medical, dental, and vision insurance 401(k) plan with employer match Employee stock options Paid 4‑week sabbatical program, including $5,000 for travel, after every 5 years of employment 12‑week paid maternity leave Tuition reimbursement Employee charitable giving support Company‑paid parking and more Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed, please inform us so we can provide suitable assistance and modifications. All employment offers are contingent upon successful completion of all necessary background checks and drug screens.
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