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This hybrid role plays a critical part in managing daily liquidity, supporting cash forecasting, and partnering across the business to optimize treasury operations in a domestic environment. With over 2,000 team members nationwide, Nextech sets itself apart from other companies by being America's largest HVAC/R service provider.

Overview Join the best in the industry at Nextech and embark on a rewarding career journey! For over 30 years, we've built our success on a foundation of Quality, Value, and Integrity, fostering enduring partnerships with thousands of satisfied customers. With over 2,000 team members nationwide, Nextech sets itself apart from other companies by being America's largest HVAC/R service provider. As we continue to grow, we're committed to offering an exceptional work experience for our employees with numerous opportunities for development and advancement. If you pride yourself on quality work, integrity, and dedication, we want you on our team. Nextech boasts outstanding review ratings on Indeed and Glassdoor, making it the premier destination for HVAC professionals. Elevate your career by joining Nextech today! What You'll Be Doing Nextech is seeking a Treasury Manager to join our growing finance team. This hybrid role plays a critical part in managing daily liquidity, supporting cash forecasting, and partnering across the business to optimize treasury operations in a domestic environment. What Makes Nextech Different?<ul><li>Why Join Nextech? <ul><li>High-impact role with visibility into key liquidity decisions</li><li>Opportunity to help build and enhance treasury processes and infrastructure</li><li>Collaborative environment with exposure to senior leadership and banking partners</li></ul></li><li>Paid Training & Ongoing Development - Invest in your career with fully paid initial and continuous training.</li><li>Top-Tier Health Insurance - Choose from excellent options, including a FREE employee-only plan.</li><li>Dental & Vision Coverage - Prioritize your overall health with added benefits.</li><li>Supplemental Insurance Options - Access Accident, Critical Illness, Disability, and Supplemental Life coverage.</li><li>FREE Life Insurance - Coverage equal to your annualized pay at no cost to you.</li><li>401(k) Retirement Plan - Secure your future with a 50% match on the first 6% of your contributions.</li><li>Generous Time Off - Recharge with 7 paid holidays, and Paid Time Off (PTO).</li></ul>Min CompensationMax CompensationResponsibilities<ul><li>Leads all operational aspects of daily operations of the Treasury function</li><li>Administrator on banking systems and other financial portals</li><li>Manages the daily cash position, including bank balances, activity, and liquidity reporting</li><li>Completes corporate banking and treasury management services transition project</li><li>Supports banking and treasury management services' integrations for acquisitions</li><li>Executes intercompany transfers and funding to ensure optimal cash utilization</li><li>Supports revolver draw and repayment decisions based on liquidity needs</li><li>Maintains and enhances the 13-week cash flow forecast, including variance analysis</li><li>Partners with AR, AP, and FP&A to improve visibility into cash flow drivers, and to support working capital initiatives</li><li>Serves as a key contact with banking partners and support treasury projects and process improvements</li><li>Resolves ACH and check positive pay exceptions and other payment-related issues</li><li>Supports lender reporting and compliance, including borrowing base and covenant requirements</li><li>Processes certain payments in the banking systems</li><li>Completes assigned tasks in a safe, accurate, thorough, and alert manner</li><li>Upholds Company policies and procedures</li><li>Works in a professional manner with managers, supervisors, coworkers, customers, and the public</li><li>Other related job duties as assigned</li></ul>Qualifications<ul><li>Tenacious self-starter</li><li>Core values of ownership & accountability, with a bias for action</li><li>Excellent verbal and written communication skills</li><li>Exceptional attention to detail and excellent organizational skills</li><li>Strong experience with daily cash positioning and cash flow forecasting</li><li>Familiarity with credit facilities, liquidity management, and banking platforms</li><li>Understanding of payment systems (ACH, wires) and fraud controls (positive pay)</li><li>Advanced Excel skills and strong analytical capabilities</li><li>Ability to work cross-functionally in a fast-paced, evolving environment</li></ul>What We're Looking For<ul><li>Bachelor's degree from an accredited university in Finance, Accounting or a related field</li><li>3-6+ ye</li></ul>

Nextech

Treasury Manager

Accounting

Accounts Payable

Accounts Receivable

Acquisition Integration

Analysis Skills

Bank Management

Banking Services

Cash Flow

Cash Management

Communication Skills

Corporate Banking

Corporate Policies

Cross-Functional

Customer Satisfaction

Detail Oriented

Facilities Management

Finance

Financial Operations

Financial Planning and Analysis (FP&A)

Forecasting

Funding

HVAC

Health Insurance

Leadership

Liquidity

Loans

Maintenance - HVAC

Microsoft Excel

Operations

Organizational Skills

Presentation/Verbal Skills

Process Improvement

Team Player

Treasury

Treasury Management

Variance Analysis

Writing Skills

Broadbean

PART_TIME

UNKNOWN

Partnership with BSA to ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Assess and coach branch team in conjunction with the Banking Center Manager while providing constructive feedback to increase overall effectiveness and ensure accountability.

JOB SUMMARY:An Assistant Manager is responsible to assist in developing and implementing strategies focused on branch profitability and performance.  Additionally, the position is expected to help lead and develop the branch team and is responsible for maximizing branch performance under the guidance of the Banking Center Manager.  Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.ESSENTIAL DUTIES AND RESPONSIBILITIES:Leadership <ul><li>Assess and coach branch team in conjunction with the Banking Center Manager while providing constructive feedback to increase overall effectiveness and ensure accountability.
<ul><li>Expected to conduct regular coaching sessions in addition to BCM coaching.</li></ul></li><li>Responsible for assisting the BCM in all aspects of branch team regarding employment, training, scheduling, and associate relations.</li><li>Perform as primary liaison for complex, escalated situations.</li><li>Fulfill talent management accountabilities including succession planning, attracting, and retaining top talent, and continuously developing strong bench strength.</li><li>Develop trusting & cooperative working relationships with customers and associates. Maintain a positive working environment by building team morale and providing ongoing recognition.</li><li>Create brand awareness at community, charitable and civic events as a bank ambassador.</li><li>Proactively seek continuing education opportunities to enhance leadership skills.</li><li>Be highly proficient and lead Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes.</li></ul><ul><li><ul></ul></li></ul><ul></ul><ul></ul><ul></ul><ul></ul><ul></ul>Performance Management<ul><li>Consistent execution support of the Community Bank playbook to ensure overall success of the branch.</li><li>Foster and drive activities leading to opportunities for consumer loan growth.</li><li>Work with staff to foster true needs-based customer conversations through Relationship Builder coaching and observations.</li><li>Develop and maintain a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.</li><li>Develop and maintain partnerships with internal line of business leaders.</li><li>Compile data and prepare various branch reports and other management reports as assigned.</li><li>Able to balance business needs with customer requests while managing potential risk to the bank.</li></ul>Operations<ul><li>Partnership with BSA to ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates.</li><li>Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services.</li><li>Ensure all safety and security procedures are followed. Serves as the primary branch security contact and business continuity leader.</li><li>Function in any capacity within the branch as needed up to and including Teller, Client Advisor and Branch Support Coordinator roles.</li><li>Assist customers with notary, signature guarantee and or medallion.</li><li>Responsible for KYC Memo and RFI accountabilities.</li><li>Adheres to Seacoast Bank’s Code of Conduct.</li></ul>Business Development/Credit Acumen<ul><li>Ability to source Treasury Management solutions and services and small business lending needs.</li><li>Responsible for a comprehensive understanding of all consumer products and services with a strong emphasis on consumer lending.</li><li>Demonstrate an extensive knowledge of small business deposit and working knowledge of lending products and services.</li></ul>EDUCATION and/or EXPERIENCE: <ul><li>High School Diploma or equivalent required.</li><li>College degree or 5+ years in retail sales and/or financial services experience required.</li><li>Proficient in all consumer lending products and maintain an active NMLS registration status.</li><li>Demonstrate excellent communication (written and verbal) and interpersonal skills.</li><li>PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.</li><li>Able to proactively lead, manage, motivate, and coach associates to produce desired results.</li><li>2+ years Consumer Lending experience required.</li><li>2+ years Business Development experience preferred.</li><li>2+ years of previous supervisory experience preferred.</li></ul> The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position.  They are not intended to be an exhaustive list of responsibilities, duties, and skills.  Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.  It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.  This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.  #LI-MG1

Seacoast Bank

Assistant Banking Center Manager - Sebastian

Alliance/Partner Management

Brand Marketing (Branding)

Business Development

Business Loans

Business Skills

Coaching

Community Banking

Community Support

Computer Skills

Consumer Loans

Customer Relations

Customer Support/Service

Data Collection

Desktop PC

Due Diligence

Employee Retention

Ethical Banking

Interpersonal Skills

Know Your Customer (KYC)

Laptop PC

Legal

Legal Standards

Maintain Compliance

Microsoft Office

Money Laundering

Operational Audit

Operations Processes

People Management

Performance Management

Performance Reviews

Profit & Loss

Regulations

Risk Management

Safety Process

Sales

Small Business

Smartphones

Strategic Planning

Succession Planning

Talent Management

Team Building

Team Lead/Manager

Time Management

The position makes sales calls and visits to business customers, high net worth individuals and prospects to understand the client needs, customize solutions that will benefit the customer and meet loan, deposit and service needs. Reviews loan applications, tax returns, income statements, bank statements and other relevant data to determine actual cash flow and perform ongoing credit grade determinations within policy guidelines.

LOCATION: Coastal, FLJOB SUMMARY:The focus of a Commercial Banker is set up business development strategy and executing sales production efforts to acquire new commercial business within the market area.  The position makes sales calls and visits to business customers, high net worth individuals and prospects to understand the client needs, customize solutions that will benefit the customer and meet loan, deposit and service needs.  The Commercial Banker is responsible for attainment of deposit and loan growth objectives, services an extensive, complex customer portfolio and market. The role requires collaboration between multiple bank group including: Treasury Management, Wealth Management, and Consumer Banking as well as internal support functions.ESSENTIAL DUTIES AND RESPONSIBILITIES:<ul><li>Maintains the quality, profitability and growth of business and consumer products through appropriate pricing and fees.</li><li>Demonstrates effective sales strategies to attract, expand and retain customer relationships.</li><li>Applies need-based sales techniques to attract, expand, and retain customer relationships by identifying products and services to enhance the customer relationship with the bank.</li><li>Sets business development strategy for assigned market; identifies opportunities and makes sales calls to existing clients and prospects.</li><li>Thoroughly collects and analyzes customer and prospect financials to assess viability.</li><li>Reviews loan applications, tax returns, income statements, bank statements and other relevant data to determine actual cash flow and perform ongoing credit grade determinations within policy guidelines.</li><li>Identifies and structures large, complex loan and deposit opportunities that optimize credit quality and profitability.</li><li>Coordinates portfolio management functions collaborating through a team which may include Credit Analysts and Commercial Banking Assistants.</li><li>Applies a high level of business acumen and risk management expertise to assess the viability of loan and deposit opportunities.</li><li>Prepares and articulates accurate, comprehensive, relevant information to the Loan Committee for loan approval.</li><li>Oversees ongoing quality control for a portfolio by executing proper documentation, compliance and collection efforts.</li><li>Maintains knowledge of banking products, programs, services and promotions.</li><li>Responsible for achievement of market objectives as set by Bank leadership.</li><li>Uses Customer Relationship Management systems to track sales efforts and prospects.</li><li>Ensures compliance with internal controls, operational procedures and risk management policies.</li><li>Represents the Bank in business development efforts and at networking and community functions.</li><li>Develops partnerships and collaborates with other lines of business to attain mutual goals and better serve customers.</li><li>Ensure adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.</li><li>Adhere to Seacoast Bank’s Code of Conduct.</li></ul>EDUCATION AND/OR EXPERIENCE:<ul><li>Five or more years of proven success in Commercial Banking.</li><li>4-year college degree, BA in Business Administration, Economics, Finance or related major, required</li><li>Ability to analyze markets, identify prospects, develop and execute consultative, value-added sales techniques and strategies.</li><li>Ability to meet and exceed established targets.</li><li>Demonstrated record of relationship building with business, civic and governmental organizations.</li><li>Currently established within the micro-community, where reputation and followership is in place.</li><li>Flexibility around work hours and be available at times convenient to the client.</li></ul>

Treasury Jobs in Morningside, NY

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Treasury Jobs in Morningside, NY

Treasury Manager Nextech

Assistant Banking Center Manager - Sebastian Seacoast Bank

Commercial Banker - Coastal, FL Seacoast Bank

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