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Senior Treasury Management Specialist

2 months ago


Roseville, California, United States Tri Counties Bank Full time
Join a Respected Financial Institution

At Tri Counties Bank, we take pride in our commitment to excellence and community engagement. We are seeking a Senior Treasury Management Specialist to enhance our treasury management services.


COMPENSATION PACKAGE

The salary range for this position is between $91,000 and $113,000 annually, complemented by incentive opportunities, ensuring a competitive total compensation package that reflects qualifications and experience.


POSITION OVERVIEW

The Senior Treasury Management Specialist will serve as a leader in the absence of the department manager, overseeing various treasury functions. This role involves preparing Requests for Proposals (RFPs) as assigned, training new treasury management personnel, and demonstrating a thorough understanding of all deposit products and services.


KEY RESPONSIBILITIES
  • Engage with clients regarding banking products and services in collaboration with relationship and branch managers.
  • Adhere to operational procedures for all business offerings.
  • Provide professional sales support across all bank sectors involved with business services.
  • Assess business customer requirements to devise competitive strategies for treasury management solutions.
  • Propose enhancements to improve customer service while boosting profitability.
  • Maintain a polished appearance when interacting with clients.
  • Facilitate the opening of new business accounts as needed and prepare deposit service proposals.
  • Travel to various business locations for client meetings.
  • Deliver training for staff and clients as required.
  • Prepare and present deposit service proposals/contracts for various entities.
  • Showcase products and services to business clients, including treasury management and online banking solutions.
  • Stay informed about bank policies and compliance with all applicable federal and state regulations.
  • Participate in product development and conversion initiatives as necessary.
  • Assist in conducting product and pricing comparisons with competitors.
  • Support sales promotions and submit monthly activity reports to management.
  • Collaborate with relationship and branch managers to address any questionable transactions.

ADDITIONAL DUTIES
  • Perform other job-related tasks as assigned.
  • Maintain an up-to-date understanding of bank policies and procedures.

QUALIFICATIONS
  • High school diploma or GED required; undergraduate degree preferred.
  • A minimum of five years of experience in Treasury Management sales.
  • Proficient in using bank sales software for customer account management.
  • Ability to effectively fulfill job responsibilities.
  • Competent in utilizing personal computers and Windows-based applications.
  • Capable of thriving in fast-paced environments and meeting deadlines.
  • Exceptional written and verbal communication skills.

ABOUT TRI COUNTIES BANK

Founded in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares, headquartered in Chico, California. With nearly $10 billion in assets and over 45 years of financial stability, we offer a unique brand of service to communities throughout California.

Our commitment to core values, sound business principles, and responsible lending practices has enabled us to remain strong and profitable. We believe in the vision of a community-focused banker, actively engaging in local economies and supporting community organizations.

Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, committed to diversity and inclusion in the workplace.