C&F Bank

  • Treasury Solutions Account Manager

    Job Locations US-VA-Glen Allen
    Job ID
    # of Openings
    Posted Date
    2 months ago(1/7/2019 4:05 PM)
  • Overview



    Treasury Solutions Account Manager


    Acts as the liaison between Treasury Solutions Sales Consultants, Deposit Operations, and Relationship Managers.  Manages the implementation of new services and additional services to ensure rapid revenue realization.  Maximizes product penetration and customer satisfaction from new and existing customers by delivering excellent customer service.



    Client Services Management

    • Serves as the primary contact with Treasury Solutions clients for implementation of new business and additional services
    • Provides product and account management services for existing clients; serves as an escalation point for service issues
    • Researches and resolves billing inquiries; addresses operationally-caused service issues
    • Educates and trains clients to properly use Bank services, such as online banking and transaction services (e.g., wire, ACH, Remote Deposit and Fraud Protection services)
    • Develops and cultivates client contacts

    Sales and Service Support

    • Assists Treasury Solutions Sales Consultants as needed with client presentations and RFPs
    • Supports the completion of follow-up tasks as a result of client calls
    • Assists Treasury Solutions Sales Consultants with acquiring, processing, and managing documentation
    • Reviews and updates task and activity logs for new business
    • Assists Treasury Solutions Consultants in client needs analysis
    • Helps Treasury Solutions Consultants cross-sell new products and solutions
    • Prepares periodic relationship updates for Treasury Solutions Consultants


    Client Relationship Management

    • Helps Treasury Solutions Sales Consultants assemble internal teams to organize, coordinate, and update product execution and account servicing
    • Communicates and exchanges information with internal partners, including Relationship Management (Commercial and Branch), Operations, and Customer Service
    • Supports Treasury Solutions Sales Consultants to ensure compliance with risk, credit, and client management processes where applicable
    • Assumes primary responsibility for client satisfaction delivered by the extended client service team; communicates regularly with and exchanges client information with Treasury Solutions Sales Consultants, Relationship Managers, Operations, and Customer Service units
    • Channels client feedback to Treasury Solutions Sales Consultants, Relationship Managers, Operations, and Customer Service units as needed


    Special Projects/Other Duties

    • Assists with special projects and other duties as assigned




    Knowledge: 3-5 years of previous banking experience is required. 2-5 years of cash management experience is preferred. 1-2 years of proven client management experience is desired. A demonstrated understanding of cash management products and services is required.


    Skills: Demonstrated organizational skills and detail-orientation is required. Excellent interpersonal, communication, time management, problem-solving, and PC skills required. Demonstrate a proficiency in computer applications to include MS Office.


    Abilities: Able to communicate effectively with people at all levels and effectively communicate information clearly through all media channels. Must be able to establish rapport with clients, prospects, and internal partners. Must be able to appropriately diagnose issues that arise and implement effective remedy.


    Education:HS diploma or equivalent required; Associate’s degree strongly preferred. Bachelor’s degree in a business discipline desired. Professional designation in treasury management, such as CTP and/or AAP desired. A combination of education and experience will be considered.






    Equal Employment Opportunity Statement C&F Bank (the Bank) is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training.


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