Tradition Capital Bank
Edina, MN
Description:
Job Purpose:
The Banking Operations & Pricing Specialist is responsible for supporting the design, analysis, and delivery of treasury products by conducting market research, analyzing product performance, assisting with pricing strategies, and ensuring alignment with client needs and regulatory requirements for Tradition Capital Bank. The Treasury Product Analyst collaborates with cross-functional teams including Sales, Risk, Compliance, and other departments to optimize treasury solutions, drive product innovation, and improve client satisfaction and profitability.
Primary Accountabilities:
- Client Support: Responsible for leading clients through various stages of the client journey. Enhances the onboarding process by acting as the point person for the client. Facilitates a sense of urgency and reaction to change for goal achievement. Assist with business cases to support changes to improve product profitability and client experience. When needed, elevates client concerns, inquiries and feedback to appropriate department.
- Collaboration: Develops relationships with Relationship Officers to assist them in and pursuing opportunities to provide a thoughtful and thorough assessment of their client's financial service needs. Executes identified opportunities to cross-sell products and services both independently and collaboratively with the team. Gathers feedback for opportunities to enhance client experience.
- Product and Services: Maintains a general knowledge of all depository products and services, with ability to properly assess, suggest and walk clients through financial service solutions. Continuous cost/benefit analysis of treasury billing products (i.e. Weiland, Alkami, Fiserv, etc.) and identify efficiencies and reduce redundancies. Identify themes, industries, use-cases for business development, to identify product enhancement opportunities and to support changes to improve product profitability and client experience.
- Documentation: Prepares and executes internal and external documentation in response to client request or proposal including, but not limited to: agreements, account forms, and maintenance requests. Ensures all required account documents are properly executed and retained according to applicable banking regulations and requirements.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time without notice.
Expectations, Skills & Qualifications:
- A role model for our core values: Do the Right Thing, G.S.D. (Get Stuff Done), One Team, and Give Generously
- Demonstrated commitment to timely, defect free and caring customer service
- Self-motivated and persistent in following through
- Knowledgeable of depository and treasury management products and services and bank policies, procedures, and regulations
- Able to perform at a high level in a fast-paced environment
- Flexible to change in a growing organization
- Excellent verbal and written communication skills
- Demonstrated collaborative work style and respect for others
- Demonstrated self-motivation and resourceful work ethic
- Is accountable for demonstrating compliance with the Bank Secrecy Act, Privacy of Consumer Financial Information and all other federal and state rules and regulations as it pertains to their position at the bank.
Requirements:
Education & Experience:
Bachelor's Degree from College or University and 3-5 years of experience in banking, preferably within Treasury Management or Accounting fields; or equivalent combination of education and experience.
Benefits & Compensation
Tradition Capital Bank recognizes and values everyone's unique needs for their careers, families, and individual health. That's why we offer competitive benefits to promote wellness in our employees and their loved ones, including:
- Healthcare (medical with HSA, dental, and voluntary vision)
- Short-term and long-term disability
- Basic and voluntary life & AD&D insurance
- EAP – Employee Assistance Program
- Flexible spending accounts
- 401(k) with employer match; ability to purchase Bank stock through 401k
- Paid time off & paid holidays
- Family Care Reimbursement (up to $500 annually for 2025)
- Wellness Time (up to 2 hours/week)
- Keystone employee directed giving opportunities (annual Insight Trip opportunities, up to $500 for grants and double match dollars)
For this position, we anticipate a pay range between $64,520 and $103,234 annually. Final offers will vary based on individual job-related knowledge, skills, and abilities. This position is eligible for a discretionary annual bonus based on individual and Bank performance.
Work Environment:
- While performing the duties of this job, the employee is regularly required to stand, walk, use hands to type, carry, handle and feel objects, reach with hands and arms, talk or hear. The employee must occasionally lift and/or move up to 25 pounds and more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception in the window environment and the ability to adjust focus.
- This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
- Local travel is expected for this position
*The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Equal employment opportunity, including veterans and individuals with disabilities.
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