The Treasury Management Officer will be responsible for effectively selling the Bank’s depository and treasury management services to existing and prospective clients. This position will solidify customer retention efforts by providing superior level relationship management and customer service.
Essential Functions, Duties and Responsibilities include, but are not limited to:
Manages business development, client retention, deposit growth, portfolio quality, fee income, referrals, client satisfaction, and knowledge of comprehensive treasury management solutions
Calls on new and existing commercial clients to develop and sell treasury management products and services; reviews assigned client base and identifies deposit and treasury management services and product opportunities based on customer needs.
Works closely with other sales officers to identify all sources of new deposits and acquire the full relationship to meet monthly/quarterly deposit goals while maintaining profitability
Identify referral opportunities to other lines of business including consumer and commercial loans, personal accounts and wealth management
Conducts annual treasury management reviews for top tier commercial clients
Maintains up to date knowledge of treasury management sales programs, products and services, as well as applicable federal and state regulatory and compliance requirements
Partners with commercial lenders in pre-proposal discussions to fully understand client needs and determine preferred solutions
Provides an exceptional level of quality service for internal and external customers
Demonstrates excellent sales and business development skills
Educates customers on the features, benefits, and value related to each service
Completes necessary documentation, implementation on bank systems, and customer setup of treasury management products and services
Partners with the treasury management support team to ensure a smooth customer transition
Analyzes bank statements and prepares proposals.
Responds to Request for Proposals (RFPs)
Negotiates pricing to optimize profitability of product and service solutions
Works closely with treasury management support team to troubleshoot treasury management product issues
Assists with annual Remote Deposit Capture audits
Education, Experience and Qualifications
Education
Required/Preferred
Education Level
Description
Required
Bachelors Degree
Degree in business, finance, or related field required
Years of Experience
Minimum
Comments
3
A minimum of three (3) years of proven sales experience, financial sales and/or treasury management preferred
License / Certification
Required/Preferred
License / Certification
Description
Additional Qualifications
Computer competency required; experience with Microsoft Word, Excel, and PowerPoint preferred
Core Competencies
Strong customer service skills
Oral and written communication skills
Detail oriented
Analytical thinking and judgment skills
Ability to work as a part of a team
Ability to multi-task
Presentation skills
Working Conditions
Working Conditions
Indoors, environmentally controlled with usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises.
Occasional travel with outdoor, uncontrolled conditions, including rain, sleet, snow, ice, extreme heat or cold temperatures.
Travel Requirements
Requirement
Frequency
Occasional travel to meet with clients
Occasionally
Mandatory Vacation
Position requires incumbents to be off work for a minimum of five consecutive business days
Physical Requirements
Requirement
Frequency
Sitting (remaining in a seated position)
Frequently
Standing (remaining on one’s feet in an upright position without moving about)
Frequently
Walking (moving about on one’s feet)
Frequently
Lifting (raising or lowering an object from one level to another)
Occasionally
Carrying (transporting an object, usually by holding it in the hands or arms or on the shoulder)
Frequently
Pushing/Pulling (exerting force upon an object so that the object moves away or toward the force)
Occasionally
Reaching (extending hand(s) and arm(s) in any direction, such as overhead, below waist, forward or lateral)
Occasionally
Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard)
Frequently
Pinching/Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers)
Occasionally
Stooping (bending downward and forward by bending spine at the waist)
Occasionally
Squatting/Crouching (bending body downward and forward by bending legs and spine)
Occasionally
Kneeling (bending legs at knees to come to rest on knee(s))
Never or Rarely
Crawling (moving about on hand and knees or hands and feet)
Never or Rarely
Climbing (ascending or descending ladders, stairs, ramps)
Never or Rarely
Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly)
Constantly
Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically)
Constantly
Near Visual Acuity (clarity of vision at approximately 20 inches or less)
Frequently
Far Visual Acuity (clarity of vision at approximately 20 feet or more)
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