Treasury Management Project Specialist

TBK Bank, SSB
Dallas, TX Full Time
POSTED ON 12/2/2023 CLOSED ON 2/2/2024

What are the responsibilities and job description for the Treasury Management Project Specialist position at TBK Bank, SSB?

Join TBK Bank! At TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: Primary function is to support the Treasury Management team in the completion of ongoing projects. Project tasks will include, but will not be limited to, new product roll out and delivery, document management, reporting, and support of Product Managers, Service, and Sales related projects as assigned. Essential Duties & Responsibilities: Supports Treasury Management in the development, implementation, and maintenance of products. Supports Treasury Management Product Managers and leads project management phases including planning, execution, and result monitoring as requested. Develops relationships with internal business partners. Assumes responsibility for special projects; gathers data and prepares required reporting to Senior and Executive Management, auditors, and other department personnel. Participates on project team for new/ upgraded product roll outs. Tracks team activities and timelines to ensure that deliverables within the project plan are met. Coordinates project activities with the Treasury Management Support, Onboarding, and required enterprise teams as needed. Develops and maintains department Product Guides and Procedures. Assists with the preparation of Board Reports and monthly reporting as needed. Cross-trains across all areas of the Treasury Management Department in order to complete projects and assignments as needed. Administers work according to internal and external policies and procedures of the bank. Supports organizational growth. Completes other duties as assigned. Experience & Education: College degree and/or AAP or CTP designation a plus. Prior banking or Treasury Management experience required. 3 -5 years of experience in Treasury Management Sales, Operations, Project and/or Product Management. Understanding of business Payment and Receivable processes. Skills & Abilities Required: Excellent communication skills required, both written and verbal. Excellent Customer Service skills. Adaptable, open to, and respectful of differing points of view. Ability to cope with organization change in a positive manner. Seize opportunities without direction. Able to manage multiple demands and shifting priorities. Strong attention to detail and good planning and organization skills. Proficient computer skills; Microsoft Word, Excel and Outlook. Work Environment: The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Moderate noise (i.e. business office with computers, phone, and printers, light traffic). Ability to work in a confined area. Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary. While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone. Specific vision abilities are required by this job due to computer work. Light to moderate lifting is required. Regular, predictable attendance is required. #LI-KB1 We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today! OUR BUSINESS TBK Bank, SSB is a Texas-state savings bank headquartered in Dallas, Texas. We offer commercial and consumer banking products focused on meeting client needs in Texas, Colorado, Kansas, New Mexico, Iowa and Illinois. We also serve a national client base with factoring, equipment lending and asset based lending through Triumph’s Equipment Division, discount factoring through Triumph’s Factoring Division, insurance through Triumph’s Insurance Division, Inc., and carrier and vendor payment solutions through TriumphPay. We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law. OUR PURPOSE Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph. OUR CORE VALUES Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to: · Transparency · Respect · Investing for the future · Unique is good · Mission is more than the money · People make the difference · Humility FOCUS ON SERVING OTHERS At TBK Bank, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas: · Training future leaders · Establishing viable communities · Giving people a second chance · Serving the less fortunate We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.
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