Treasury Management Officer

4 weeks ago

Daytona Beach, Florida, United States Intracoastal Bank Full time
About Intracoastal Bank

Intracoastal Bank is a community bank that has established itself as a market leader in the industry. We are committed to providing exceptional service and banking solutions to our communities to help them thrive.

Job Description

We are seeking a Treasury Management Officer to be an integral part of launching, building, and leading our Treasury Management department. The successful candidate will be responsible for identifying new treasury management revenue sources, supporting the retention of existing clients, and meeting or exceeding assigned sales and retention goals.

Key Responsibilities
  • 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.
Requirements
  • 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.
Benefits
  • 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.

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