Investor Relations & Treasury Analyst
Who We Are & Why You Will LOVE Us!
You are more than just a number; we are more than just a bank. At Tradition Capital Bank, we are partners in business and in life; building dreams and futures on one simple idea: strong one-on-one relationships.
We place our people in the right seats and position our employees to do what they love. Every person and every role matters: when we function together as One Team, we achieve extraordinary results. As each other’s raving fans, we reach across titles and organizational structure to encourage one another.
Here at Tradition, we believe that when people work together with shared values and an open mind, anything is possible.
Tradition is always in the making; join us in celebrating our roots and being a part of what’s next.
What You'll Be Doing
The Investor Relations & Treasury Analyst supports the execution of investor relations, shareholder services, and treasury-related activities for the bank and its holding company, Tradition Bancshares, Inc. (TBI). This is a cross-functional role that is responsible for the day-to-day processing, tracking, and maintenance of shareholder records, transactions, and supporting data, while assisting with capital planning, reporting, and investor communications under the direction of senior leadership, in addition to supporting the liquidity and investment activities of the bank.
This role requires strong attention to detail, professionalism, and the ability to manage sensitive information with accuracy.
How You'll Get the Job Done
- Execute and support shareholder services activities: shareholder transactions, shareholder communications, transfer agent coordination, transaction tracking, documentation, and maintenance of accurate shareholder records.
- Maintain shareholder, equity, and capital planning record: data entry, reconciliations, ownership tracking, records retention, and support for capital planning and internal reporting activities.
- Support treasury operations and liquidity management activities: tracking funding levels, funding costs, collateral activity, investment cash flows, liquidity forecasts, and maintaining related documentation and controls.
- Assist with investment and liquidity risk monitoring: maintain dashboards and tracking tools, support investment and funding transactions, and monitor key measures against internal guidelines and policy limits.
- Prepare analyses, reports, and communication materials: gather and organize financial information, conduct market and peer research, identify trends, and assist with management reporting and shareholder communications.
- Collaborate with internal departments, external partners, and vendors: support the accuracy, completeness, security, and consistency of shareholder, treasury, and related records and processes.
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.