Investor Relations & Treasury Analyst

Description

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.

Requirements

What Sets You Apart:

• A role model for our core values: Do the Right Thing, Get Stuff Done (G.S.D.), One Team, and Give Generously 
• Demonstrated commitment to timely, defect free and caring customer service
• A professional who builds solid relationships based on integrity and trust
• Self-motivated, intensely curious, and persistent in following through
• Knowledgeable of 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
• Proficient at Microsoft Excel, Word, Outlook and PowerPoint; strong technical ability
• Demonstrates a high level of organization and attention to detail
• Able to prioritize and manage multiple projects/tasks
• 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 the position. 

Professional & Educational Experience You Bring

Bachelor’s degree in Finance, Accounting, Economics, or a related field. Minimum of 1 – 3 years of experience in banking, treasury operations, investor relations support, financial operations or a related role within the financial services industry; 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 2026)
• 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 $29 - $43 per hour. 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.
• Travel may be required 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.

Tradition Capital Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, national origin, sex, disability, veteran status, age, sexual orientation, or any other protected class under applicable federal, state, or local law.