Treasury Management Officer

2 days ago

Daytona Beach, United States Intracoastal Bank Full time

Job Type

Full-time

Description

Intracoastal Bank is searching for a Treasury Management Officer to be an integral part of launching, building, and leading our Treasury Management department.

Over the years, we have established ourselves as a market leader in community banking and we're looking for the right person to help take us to the next level. If you have an entrepreneurial and innovative approach to business, coupled with drive and a commitment to growth, we want to meet with you.

At Intracoastal Bank, you will be part of a diverse team of top performers in banking that is passionate about providing exceptional service and banking solutions to our communities to help them thrive. You will be inspired by the stability and integrity of our community bank and proud of the relationships you build that help your clients succeed.

Why Intracoastal Bank?

•It's like working for a small business that happens to be a bank that is unique in the industry.

•We have an entrepreneurial spirit

•You get to work with the "A" team of bankers.

•You'll have a positive work environment with supportive managers and teammates.

•You're encouraged to become passionate about and involved in your community.

•You will be empowered to impact change.

•You will experience the reward of assisting in the growth and success of local businesses.

•You will be part of a company that invests in you

Exceptional Benefits Package

  • Employee Stock Ownership Program (ESOP) : You will have the opportunity to participate in and reap the rewards of the growth of the company through this prestigious profit-sharing program.
  • 401k Retirement Plan : You will also be able to participate in a 401k retirement program.
  • Professional Development : You will receive tuition assistance for your professional development.
  • Paid Time Off : You will have 11 paid holidays, a paid birthday/flex day, and 15 PTO days per year.
  • Health Insurance : You will have fully-paid employee health insurance with several options to choose from.
  • Other Insurance : You will be able to enroll in other group insurance benefits such as dental, vision, life, disability, as well as pet insurance, legal aid, auto/home insurance, identity theft protection, other supplemental benefits, and an Employee Assistance Program (EAP).
  • And there's more You get a free checking and savings account and a free safety deposit box.
The Treasury Management Officer will support Relationship Managers/Officer in identifying new treasury management revenue sources and supporting the retention of existing clients. This role will be responsible for meeting or exceeding assigned sales and retention goals, selling Treasury Management services, providing company analysis, and technical support in the Treasury Management department.

What you'll do in this "A" Team role:
  • Meet or exceed individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.
  • Independently expand existing relationships and solicit new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals.
  • Generate new Treasury Management revenue sources.
  • Resolve treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments.
  • Conduct on-site sales and service meetings with complex Treasury Management clients for identification and integration of multiple services.
  • Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems.
  • Prepare and negotiate complex Treasury Management service proposals.
  • Independently complete agreements and correspondence with clients.
  • Organize and conduct training sessions for calling clients.
  • Participate in the development of marketing and training materials.
  • Develop and maintain an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services.
  • Other duties as assigned by Bank leadership.
Requirements

What's required of this role for you to join the Intracoastal "A" team
  • Bachelor's degree in business, finance, or accounting.
  • A minimum of 2 years in sales of treasury management products, selling processes, and vendor interaction within the financial services industry.
  • Strong knowledge of Treasury Management products and solutions and corporate sales processes.
  • Proven track record of business development and supporting growth of client relationships within the financial services industry.
  • Ability to be subject matter expert and, using technical knowledge of products, effectively influence obtaining agreement with recommendations.
  • Ability to identify critical issues and interdependencies among system elements that impact products and performance.
  • Must be ambitious, highly motivated, and a self-starter with the ability to meet and exceed established sales goals.
  • Excellent organizational, analytical, and interpersonal skills.
  • Strong problem-solving, negotiation, and follow-up skills.
  • Excellent verbal and written communication skills.
  • Working knowledge of Microsoft Office products.
  • Ability to stand, walk, sit; talk or hear, both in person and by phone; use hands to finger, handle, or feel objects and controls; reach with hands and arms. Ability to occasionally stoop, kneel, bend, crouch, and lift up to 25 pounds.
  • Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions.
  • Ability to interpret a variety of technical instructions and deal with multiple variables.
  • Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.
  • Ability to communicate at panel discussions and make professional presentations.

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