Treasury Management Officer I presso Northwest Bank

Description

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Summary: The Treasury Management Officer I (TMO I) drives deposit production and treasury product placement, primarily sourced from lending RM relationships. The TMO I focuses on the Divisions broader growth objectives rather than individual. The TMO I builds and deepens customer relations in partnership with lending teams. The TMO I, utilizing a basic knowledge of banking products, develops and customizes a customer relationship proposal based on customer needs and current financial structure. The TMO I is responsible for supporting the bank’s customer service model by providing exceptional customer service, maintaining quality relations with existing customers, recognizing cross-selling opportunities and providing support to the Treasury Management (TM) team, and Relationship Managers (RMs).  

Requirements

Essential Duties & Responsibilities

• Perform assigned duties in accordance with the Bank’s Mission, Vision and Core Values; and provide the Bank’s customers with timely, responsive and exceptional service in accordance with the Bank’s customer service standards.
• Implement and monitor relationship building and prospect call strategies for a portfolio of customers that enable the achievement of the Bank’s planned growth in deposits, fees, and other non-interest income.
• Proactive relationship building with companies in the RM portfolio to conduct annual or periodic relationship reviews for liquidity / TM services; identify x-sell opportunities; enhance service level or efficiency of delivery.
• Provide direct assistance to a portfolio of customers via telephone, in person, and at the customers’ place of business with the implementation and set-up of treasury management services.
• Complete annual review of treasury services; recommend increase or decrease based on usage and/ or exposure determination.
• Assist Treasury Management team and RMs on in-person outside calls.
• Complete treasury services customer applications and agreement; ensure BSA and CDD requirements are filled out properly.
• Submit service tickets to process temporary or permanent increases based on customer needs.
• Educate and train treasury management customers in the risks and requirements of TM services.
• Maintain a thorough knowledge of bank policies and procedures, as well as keeps up to date on changes. 
• Support the Bank’s sales culture and recognize cross-selling opportunities for bank products and services within existing portfolio and continually reinforces the Bank’s sales culture with staff.
• Provide timely and responsive customer service.
• Perform other duties as assigned.
• Committee and/ or Board involvement with HOA industry and other professional associations.

Required Qualifications

• Bachelor’s degree in Finance, Business or other related area, or equivalent work experience
• Working knowledge of deposit and treasury products and services typically used by companies in the small-to-medium size (SME) business segment
• Strong oral, written and interpersonal communication skills consistent with Bank’s customer centric philosophy
• Intermediate computer skills with collaboration and productivity tools including Windows-based operating systems and office suites (Microsoft Word, Outlook, Excel, PowerPoint); spreadsheet applications to organize data used for advanced data analysis; internet; email; and bank software
• Ability to develop strategies and tactics to identify sales cross-sale opportunities within existing portfolio and implement a program at the division level

Preferred Qualifications

• Time management, problem solving, and project management skills
• Ability to organize and prioritize tasks at an individual level under a variety of conditions and constraints with minimal guidance

Physical Demands

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

The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. While performing the duties of this job, the employee is regularly required to sit; use hands and talk or hear. The employee is occasionally required to walk; reach with hands and arms and stoop, kneel, crouch, or crawl.