TBK Bank

Dallas, Texas, United States

Treasury Management Project Specialist

Posted over 1 month ago

Job Description

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.

Position Description:

Essential duties and responsibilities include the following. Other duties may be assigned.

  • Uses project management skills to ensure the successful development, implementation, and maintenance of Treasury Management products..
  • Uses project management tools and skills to successfully complete project planning, execution, and results monitoring for assigned projects..
  • Manages projects across different areas within Treasury Management including Treasury Management Support, Onboarding, and required teams across the enterprise as needed.
  • 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.
  • Develop and maintain department Product Guides and Procedures.
  • Assist with the preparation of Board Reports and monthly reporting as needed.
  • Cross-train across all areas of the Treasury Management Department in order to complete projects and assignments as needed.
  • Administer work according to internal and external policies and procedures of the bank.
  • Support organizational growth.
  • Complete other duties as assigned.

Experience:

  • A four year degree from an accredited school.
  • Two to four years experience in project management or Treasury Management.
  • Bank experience desirable.

Skills and Abilities Required:

  • Excellent communication skills required, both written and verbal
  • Strong attention to detail and excellent planning and organization skills
  • Proficient computer skills; Microsoft Word, Excel and Outlook. Some technical expertise is preferred.
  • Ability to lead and complete projects to achieve organizational goals
  • Maintain project budgets, team and project schedules

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!

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