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Description

The hiring range for this opportunity is $70,000 to $120,000 annually along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

POSITION SUMMARY

The Treasury Management Officer II demonstrates and sells cash management services and deposit products to Bank customers and prospective Bank customers. Provides sales support and assists associates, customers and prospective customers with deposit products and business services, such as cash management services.  Provides analysis of customer profitability and cross-sell opportunities. Maintains and provides pipeline status reports on an ongoing basis. 

The Treasury Management Officer III acts as a supervisor in the absence of the department manager. Completes RFPs as designated by department manager. Trains new treasury management officers and support staff. Demonstrates comprehensive knowledge and understanding of all deposit products and services. Demonstrates deposit products and services to potential and existing customers. Provides sales support and assists associates, customers and prospective customers with deposit products and business services, such as treasury management services, lockbox service, sweep accounts and merchant services. Provides analysis of customer profitability and account penetration. Provides relationship managers with status reports on an ongoing basis.

MAJOR RESPONSIBILITIES

• Calls upon customers regarding Bank products and services through a coordinated effort with relationship managers and branch managers.

• Understands and follows operating procedures for all business products.  

• Provides professional sales support to all Bank areas involved with business services products.

• Analyzes business customer needs to determine competitive strategies for treasury management services.  

• Prepares and provides cash management and deposit services proposals.

• Manages treasury management client portfolio.

• Maintains a professional appearance at all times.

• Demonstrates business acumen.

• Cultivates business leads and calls on businesses.

• Open new business accounts when necessary.

• Drives to various business locations when calling upon customers.

• Provides training for staff and customers as necessary.

• Demonstrates treasury management products and services to business customers.

• Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.

• Participates in product development and conversions as necessary.

• Assists in product and proposal comparisons.

• Assists with sales promotions.

• Provides Treasury Management Sales Manager with monthly activity and pipeline reports regarding sales performance on a weekly basis.

• Works with Relationship Managers and Branch Managers to identify and resolve questionable transactions.

OTHER RESPONSIBILITIES

• Performs other work-related duties as assigned.

• Maintains a current understanding of Bank procedures and policies.

EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED: Treasury Management Officer II

• High school diploma or GED required; undergraduate degree preferred.

• 3 or more years of sales experience; financial institution sales experience preferred.

• Ability to open customer accounts using Bank sales new accounts software. 

• Ability to utilize personal computers and Windows-driven programs.

• Excellent verbal and written communication skills.

• Ability to adapt to fast-paced work environments and meet deadlines.

EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED: Treasury Management Officer III

• High school diploma or GED required. Undergraduate degree preferred.

• Five or more years of Treasury Management sales experience.

• Ability to open customer accounts using Bank sales new accounts software.

• Ability to perform each duty and responsibility satisfactorily.

• Ability to utilize personal computers and Windows-driven programs.

• Ability to adapt to fast-paced work environments and meet deadlines.

• Excellent written and verbal communication skills.

• Ability to adapt to fast-paced work environments and meet deadlines.

The hiring range for this opportunity is $70,000 to $120,000 along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.