Commercial Banking

1 week ago

Lake Oswego, United States Northwest Bank Full time

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 TMA 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 Relationship Managers (RMs), and Treasury Management Officers (TMOs). This position is responsible for supporting RMs and TMOs in the identification of sales opportunities, assessing client's needs, preparing new account documentation and presentations, consulting directly with both existing clients and prospects about their cash management process and suggesting solutions, and supporting the Division's needs around treasury-related reporting and projects.

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
  • Knowledge and completion of treasury management application, forms and agreements for customers and internal production team to facilitate depository services for business customers. Work with Commercial Banking Support team to ensure customer is taken care of
  • Proficient understanding of requirements to open a complex and unique business entity structured deposit account, obtaining required information from customers. May include escrow, property, or real estate management, HOA, 1031 exchange, and trust accounts. Complete and accurate CIP, CDD and EDD information is essential
  • Assist TMO and RMs in the analysis and evaluation of potential treasury management solutions and services; leading the joint consultation process; assist in pricing and negotiation of treasury management products and services
  • Complete proforma analysis and evaluation for prospect treasury services as assigned by TMO; prepare deposit or treasury related marketing material as directed by TMO
  • Support TMO or RMs (as directed by TMO) as they independently source new business; set appointments, coordinate follow-up items, setting reminders, or any other item as directed
  • Assists in the development and customization of customer relationship proposals based on customer needs and current financial structure
  • Complete treasury services agreements: ensure BSA and CDD requirements are filled out properly; coordinate client training with TM Servicing as needed for treasury on-boarding; and may conduct post-account opening onboarding follow-up to ensure client is satisfied with services
  • Assist TMO with annual review of treasury services; recommend increase or decrease based on usage and/or risk exposure determination; and assisting TMO with portfolio management of deposit-only treasury service customers. Monitor upcoming annual review deadlines, submit request for treasury information; competed annual review of services for TMO approval
  • Submit service tickets to process temp or perm increases based on customer needs
  • Facilitates referrals to cash management partners for merchant services and business credit cards as opportunities are identified
  • Provide timely and responsive customer service
  • Perform other duties as assigned
Required Qualifications
  • Bachelor's degree in Finance, Business or other related area; or equivalent work experience
  • Strong oral and written communication and interpersonal skills consistent with Bank's customer centric philosophy
  • Working knowledge of deposit and treasury products and services typically used by companies in the small-to-medium size (SME) business segment
  • Time management, problem solving, and project management skills, driving TMO
  • Proven customer service experience
  • Intermediate skill level 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
Preferred Qualifications
  • Direct sales or client support experience in a commercial banking environment
  • Ability to develop strategies and tactics to identify sales cross-sale opportunities and implement a program at the division level
  • Knowledge of FISERV


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.

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