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Treasury Management Officer

1 month ago

Bettendorf, United States CBI Bank & Trust Full time
Job DescriptionJob DescriptionDescription:

SUMMARY

This position is responsible for relationship sales development for business customers with Treasury Management product and service’s needs. Provides support and service for the treasury management needs of business banking clients. They will work with all calling officers in both the Commercial and Retail lines of business in the markets that they serve and will be responsible for keeping their Regions current on Treasury Management and Commercial Services issues, including training on the Treasury Management and Commercial Services products. They will have annual revenue production goals. They will be expected to provide calling and pipeline information in accordance with directions as set by management. A majority of their calling activities will be done jointly with Commercial and Retail calling officers, but they will also be expected to do calling on their own to self-source opportunities and cross-sell opportunities to all lines of business in the bank. They will be expected to be active in their communities and to establish both networking opportunities and centers of influence. Work to strengthen cross selling relationships with retail and commercial lending areas. Travel is required.

TM1 introductory position with the capabilities to make customer calls and develop a broad level of TM product knowledge. Under limited supervision, assume primary contact role for small to medium sized businesses, selling TM services when customers inquire a need is discovered. Requires business development skills. Treasury Management sales officers are responsible for the sales activities to existing and prospective business customers. Proactively deliver service/product solutions to current and prospective clients on a needs-based, cost-benefit driven model. This includes the development of new profitable Treasury management relationships and the ongoing consultative support for TM clients. This person proactively works with Commercial Lenders and Retail Bankers to coordinate the sales strategies to support revenue growth and business development efforts. Able to assist complex clients along with possessing and utilizing exceptional organizational and time management skills.

TM 2 2-5 years of experience in a related TM sales field. Strong TM product knowledge with the ability to manage and attain larger portfolios. Under limited supervision, Treasury Management sales representatives are responsible for the sales activities to existing and prospective business customers. They will proactively deliver service/product solutions to current and prospective clients on a needs-based, cost-benefit driven model. This includes the development of new profitable Treasury management relationships and the ongoing consultative support for TM clients. This person proactively works with Commercial Lenders and Retail Bankers to coordinate the sales strategies to support revenue growth and business development efforts. Able to assist complex clients along with possessing and utilizing exceptional organizational and time management skills. Development of business through calling on all ranges of businesses. The main function should be the support of current clients and prospects with assigned relationship offices when one is in place. Assist in identifying additional sales/service opportunities. Manage referrals in conjunction with the lender or retail banker as needed.

ESSENTIAL DUTIES

  • Effective communication skills including good presentation and partnering skills
  • Ability to analyze bank and account analysis statements and perform cash flow analysis
  • Interpersonal skills that show energy, enthusiasm, and excitement for working and partnering with business banking clients
  • Develops marketing strategies for deposit and treasury management products.
  • Oversees product installation and implementation.
  • Generate new deposits and fee income.
  • Source new treasury management opportunities from customers and prospects.
  • Work with commercial banking department to assist in cross-selling treasury management services to their customers.
  • Provide customer service to clients/prospects to ensure a thorough and timely service delivery process.
  • Strong product knowledge of bank and treasury management products.
  • Ensures client retention and customer satisfaction.
  • Maintains advanced knowledge and awareness of financial industry status and trends.
  • Ability to uncover banking needs of customers and prospects and then refer customer to appropriate department within the bank.
  • Accountable for sales and cross sales goals.
  • Ability to prepare Request for Proposal (RFP) responses and proposals.
  • Online banking expert with the ability to help service and educate customers.
  • Strong understanding of deposit operations and how treasury management products can be utilized to improve customer efficiencies.
  • Knowledge of payment systems.
  • Expected to participate in bank customer calling program.
  • Able to negotiate pricing and terms for treasury management products with customers.
  • Participate in community affairs to increase the Bank’s visibility and to enhance new business opportunities.
  • Possesses an in-depth knowledge of the monetary settlement process within the bank and Federal Reserve System.
  • Actively upholds the organization’s vision, mission and values, encompassing mutual respect, honoring commitments, working with integrity and accepting responsibility for own actions.
  • Demonstrates knowledge of and adherence to EEO policy, shows respect and sensitivity for cultural differences, promotes working environment free of harassment of any type.
  • Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
  • Has a strong commitment and dedication to internal and external customer service.
Requirements:

GENERAL KNOWLEDGE/SKILLS

  • Product Knowledge: Has a good understanding of Treasury Management Products and services features and benefits then uses that knowledge to optimize sales with customers. Understands the product market and uses this knowledge to increase personal credibility and product sales.
  • Negotiation Skills: Demonstrates the ability to negotiate compromises that leave various stakeholders feeling that their interests and positions have been understood and that the resulting solution is even-handed and fair to all parties. Accomplishes this through listening to differing points of view and taking each view into account. Looks for common interests and helps parties explore and reach middle-ground solutions.
  • Selling Skills: Demonstrates strong selling skills by ability to prospect and qualify leads, identify customer needs, translate features to benefits. Deliver effective demos, negotiate, and close sales.
  • Account Management: Manages sales accounts in a manner that ensures that customer needs are understood and met. Builds relationships with key decision makers while showing respect for each and every person in a customer organization. Expands sales within existing accounts and keeps track of account activities in order to respond to new developments and changes.
  • Presentation Skills: Comes across as confident and well-prepared when making group presentations. Makes effective use of visual aids or presentation software and looks at ease while handling questions from the audience. His/her presentations hold the audience's attention and tend to be the right length for the amount of information covered.

QUALIFICATIONS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

Post High School Degree, Bachelor’s degree from a four year college or university; or three or more years of related experience in Treasury Management and/or training; or the equivalent combination of education and experience. Work related experience should consist of an in-depth background in sales, and customer service. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.

  • TM1: Introductory position with the capabilities to make customer calls and develop a broad level of TM product knowledge.
  • TM2: 2-5 years Treasury Management Sales experience with proven sales success.
  • Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing and spreadsheet software programs.
  • Typing skills to meet production needs of the position.
  • Intermediate math skills; calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
  • Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees.
  • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
  • Excellent organizational and time management skills.
  • Ability to work with minimal supervision while performing duties.
  • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

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