Treasury Management Officer, Lexington, KY at None

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.

• 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

Required/Preferred

Education Level

Description

Required

Bachelors Degree

Degree in business, finance, or related field required

Minimum

Comments

3

A minimum of three (3) years of proven sales experience, financial sales and/or treasury management preferred

Required/Preferred

License / Certification

Description

• Computer competency required; experience with Microsoft Word, Excel, and PowerPoint preferred

• 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

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.

Requirement

Frequency

Occasional travel to meet with clients

Occasionally

Position requires incumbents to be off work for a minimum of five consecutive business days

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)

Occasionally

May require lifting up to 10 pounds