At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

• We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
• We hire experienced professionals who understand the industry and provide effective advice.
• We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

SUMMARY OF POSITION:

As a Treasury Management Analyst, you will be responsible for providing distinctive service to our clients throughout the onboarding and implementation process. In addition, you are responsible for servicing the ongoing needs of our treasury management clients. You will ensure clients understand how to use treasury management services such as Online Banking, Remote Deposit, ACH, Wire Transfers, Positive Pay, ACH Block & Filter, etc. You will partner with the Treasury Management Advisors and Financial Advisors to ensure the overall success of the treasury management program.

PRIMARY RESPONSIBILITIES:

• Provide distinctive service to clients and prospects in person, via email, and over the telephone. Respond to client inquiries with a sense of urgency. Support firm-wide achievement of the three-ring standard.
• Implement treasury management products and services in accordance with policies and procedures. Ensure pricing is accurate as services are added, altered, or removed.
• Partner with Operations during the implementation of new treasury management services and as needed when servicing treasury management clients.
• Assist clients in using specific features of systems and services. Provide training to clients as needed. Handle limit increases in accordance with policies and procedures.
• Research and resolve issues for clients. Work to uncover root cause for issues and determine how to prevent repeat occurrences. Partner with peers, operations and IT as needed.
• Test new services and system features as enhancements and upgrades to our systems are implemented.
• Assist team members and peers as needed to ensure delivery of distinctive service, including but not limited to online enrollments, support calls, responding to client messages, training, and implementations.
• Engage in constructive feedback with a positive attitude.
• Build strong partnerships with TM advisors and support all sales and servicing activities. Proactively look for opportunities that will impact the overall success of the TM team.
• Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.

DESCRIPTION OF EXPERIENCE, EDUCATION AND TRAINING:

• High School Diploma or Equivalent - College degree is preferred.
• Minimum of 10 years' experience in financial services; with a minimum of five (5) years' experience in treasury management related areas (Account Analysis, ACH, Lockbox, Online Banking, Positive Pay, Remote Deposit, Sweep, Wire Transfer).
• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
• Knowledge of Treasury Management compliance and operations.
• Knowledge of federal banking regulations related to treasury management specifically with Check 21, NACHA rules and Guidelines.

DESCRIPTION OF CAPABILITIES, PHYSICAL REQUIREMENTS AND ABILITIES:

• Effective interpersonal skills, including verbal and written communication skills.
• Proven analytical ability and attention to detail.
• Ability to work independently and prioritize daily tasks.
• Ability to sort through multiple issues and prioritize the most important items to be completed.
• Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
• Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
• The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

POSITION STATUS: EXEMPT

DATE: 05.05.2020

Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.