Associate Treasury Management Officer II at Republic Bank

“Republic Bank believes in the development and advancement of our associates.  We offer the opportunity to learn all aspects of the company to prepare for future advancement.  Come join our team for a career, not just a job!“ 

Grade 8

About Republic Bank

Republic Bank’s values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization, and we value our associates. It’s one of the reasons we’ve been named as one of the Best Places to Work in Kentucky for ten years! For more information about the company, please visit www.republicbank.com.

POSITION PURPOSE AND OBJECTIVES
This role collaborates with the Treasury Management Officers (TMOs) and, in some cases, other Banking Officers with sales and retention of client portfolio including the account opening process, onboarding and implementation, and servicing existing clients to maintain and improve deposit relationships. This position will support higher level TMO’s with more complex account structures and supporting higher-level client’s product needs and questions. The associate will support the TMOs in monitoring and analyzing our commercial clients’ activity to assess if the client qualifies for other products and services. In addition, this position will also work with other Banking Officers and retail banking centers in the market to identify opportunities to cross sell Treasury solutions as needed. This role may also act as a point of contact for commercial banking clients for servicing requests related to Treasury Management support and overall client / bank relationship.

MINIMUM QUALIFICATIONS
• Minimum of 5 years of work experience in a banking environment required.
• Minimum of 2 years previous client facing or client interaction experience required.
• Minimum of 1-year previous Associate Treasury Management experience required.
• Demonstrated ability to effectively sell bank products and services required.
• Proficiency in Microsoft Word, Excel, and PowerPoint applications required.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
• In conjunction with TMOs and Bankers, responsible for opening new business accounts, onboarding new clients, and providing general guidance to clients.
• Work closely with Treasury Management Support and Product for issue resolution.
• Responsible for updating existing accounts - signature card changes, beneficial owner forms, credit and debit card support, etc.
• Research existing client questions and issues providing maintenance as needed.
• Navigate the bank for the client.
• Implementation of all Treasury Services (including completing of paperwork for back office).
• Assist TMOs with ACH processes including input of credit requests.
• Work with Treasury Management Sales Team in preparing proposals and proformas for new clients and analyzing client relationships.
• Maintain and improve commercial relationships by providing a high level of customer service.
• Promote all Treasury Management solutions.
• Utilize Treasury Management reviews and analyze reports from various areas as a tool to generate cross-sells.
• Ongoing, superior account relationship management of portfolio of clients with independent decision-making authority.
• Identify and appropriately mitigate operational risk by educating about fraud prevention best practices and supporting clients affected by fraud with treasury management solutions.
• Serve as the subject matter expert and provide on-going support, training and mentoring to new and existing team members.
• Learn the credit culture of Republic Bank in order to present appropriate credits for approval.
• Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
• Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
• Willingly perform all other duties and projects as assigned.

INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED
• Excellent verbal and written communication skills for effective interaction with clients.
• Good technical skills to effectively inform clients about products and service.
• Must be self-motivated, work well in a team environment, and have high energy capacity.
• Strong attention to detail.
• Strong ability to analyze information, apply critical thinking, and prioritize.

PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.

OTHER REQUIREMENTS
• Travel between Republic Banking facilities may be required including occasional out of town travel.
• Flexible work schedule may include some evenings, weekends and/or overtime.
• Stay abreast of new developments, best practices, and statutory and regulatory changes.

**The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities, or requirements.