Treasury Management Officer III
- Uses extensive experience, sales skills and networking to develop new cash management business by calling on current and prospective customers; negotiates deposit pricing and terms within approval limits; builds deposit relationships by cross-selling cash management and bank products and services; works with loan officers and branch managers to present businesses with the best deposit services to meet their needs.
- Responsible for all customer and/or prospect needs analysis. Manages the sales process to include depository proposal to implementation; in conjunction with loan officers and/or individual basis.
- Builds, develops and maintains profitable depository relationships with new and existing customers. Shares experiences and assists other team members by making instructions within network.
- Maximizes strong working relationships with loan officers and coordinates and coordinates sales efforts with loan officers in order to acquire new business and strengthen existing relationships.
- Works with the commercial lending team to ensure ongoing customer service is provided to all business depository customers.
- Takes the lead in identifying and registering for appropriate community activities. Projects a positive image of the organization while participating in community activities. Strives to enhance the bank’s visibility and to form and strengthen business contacts and banking customer relationships.
- Utilizes extensive experience to manage public funds on behalf of courts, cities, universities, hospitals; etc. Manages customer relationships with these organizations.
- As assigned, works with Marketing to develop materials to be used by other calling officers for purposes of cross-selling non-credit business products and services; prepares sales presentations and proposals, including analysis of client accounts to determine the optimum cash management products to save them time and money; maintains knowledge of bank products and services; assists Marketing department in developing new non-credit business services and manages the rollout of the services.
- Keeps up-to-date with government regulations and the bank's policies and procedures regarding lending, savings, and related operations and procedures; keeps current with competitive product and service offerings to maintain a level of knowledge consistent with industry demands.
- Serves as subject Matter Expert for non-credit business products. Trains other lending officers in the bank’s non-credit business products so they can recognize sales opportunities to refer to cash management area; ensures that the cash management program and calling efforts are in compliance with the bank’s regulatory policies, procedures, and guidelines.
- Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.
- Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
- Other Duties as assigned.
- 3-5 years of experience in banking or financial services is required.
- 3 + years of demonstrated, progressive success in a sales role is required.
- Certified Treasury Professional is required.
- Proficiency in MS Office [Outlook, Excel, Word] or similar software is required, Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
- Bachelor’s degree in Business Administration (or other related field) OR equivalent experience is required. Master's degree is preferred.
- Resilience
- Communication
- Interpersonal Awareness
- Service Orientation
- Decisiveness
- Organizational Skills
- Perseverance
- Attention to Development
- While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
- The employee must occasionally lift and/or move up to 25 pounds.
- The noise level in the work environment is usually quiet to moderate.
- This position is performed in an office setting, five days a week with typical work hours being 8.30a through 5.15p.
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