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VP, Treasury Management Sales Officer

1 week ago

Washington, Pennsylvania, United States COMMUNITY BANK Full time
VP, Treasury Management Sales Officer

Classification: Exempt

Salary Grade: 8-Senior Management

Reports to: SVP, Director of Treasury Management, Deposit Sales and Business Development

Job Description Date: November 2024

JOB DESCRIPTION

The Treasury Management Sales Officer will be responsible for selling, marketing, managing and educating on the entire set of Deposit and Treasury Management product and service offerings. The role will be to support and partner with Relationship Managers in Credit and/or in Deposits. The role will be to manage a portfolio of Treasury Management clients to enhance the bank's depository and treasury management business.

Primary Job Responsibilities:

Sales Support
  • Accountable for maintaining and owning the overall Client Experience for the Depository and TM Relationship
  • Demonstrates mastery level proficiency in all Depository and Treasury Management products
  • Assists in the development and execution of client onboarding and implementation, sales presentations, RFP's, client annual reviews, client risk assessments and TM analytics
  • Participates in joint and independent sales calling efforts for the Credit and Treasury Management teams in order to recommend and solutions and cross-sell products
Product Marketing
  • Performs periodic Sales and Marketing campaigns
  • Provides education and knowledge of products to internal and external partners
  • Provides industry insight and expertise to provide professional recommendations for depository and treasury management solutions
Product Management
  • Provides analytics to clients to understand current processes and procedures to effectively manage day-to-day products
  • Coordinates any technical support for complex Treasury Management efforts
  • Effectively manages operational risk and compliance
Other responsibilities include
  • Facilitating new processes, tools and training to ensure the clients and bank's success
  • Maintaing a pipeline to effectively track and report on sales initiatives
  • Assist in the development of the sales strategy, procedures to achieve the overall banks goals.
Education and Experience Requirements
  • Bachelor's degree or equivalent, with a minimum of 5 years of combined sales and depository / treasury management experience - preferably at a financial institution
Essential Skills and Abilities
  • Exceptional interpersonal skills, communication and presentation skills
  • Exceptional planning, time management and organizational skills
  • Demonstrated analytical and problem solving skills
  • Ability to work independently and build relationships
  • Ability to work in a high-energy environment, fast-paced work environment and adapt to quickly to changing situations.
Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to access and navigate each department at the organization's facilities.
Competencies:

Ethics/Integrity: Knowledge of practices, behaviors, applicable laws, rules and regulations governing proper business conduct.

Adaptability: Knowledge of successful approaches, tools and techniques for dealing with changes and adapting to a changing environment.

Customer Service: Works well with customers, promotes a positive image of the company, strives to solve issues raised by customers.

Productivity: Manages workload, works efficiently, meets goals and objectives.

Quality: Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve products/services.

Cooperation: Willingness to work harmoniously with others in getting a job done. Readiness to respond positively to instructions and procedures.

Supervisory Responsibility:

No supervisory responsibilities
Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Position Type/Expected Hours of Work:

Some flexibility in hours is necessary, but the employee must be available during the "core" work hours of 8:00 a.m. to 5:00 p.m. Monday through Friday.

Travel:

Travel for this position is limited to travel for meetings/training.

Additional Eligibility Qualifications:
  • Experience using the following ADP product a plus: Workforce Now, Enterprise E-Time.
  • Advanced Excel skills. MUST be a team-player and have strong organizational, excellent communication and administrative skills. Detail oriented.
  • Ability to succeed in a fast-paced environment.
  • Proven track record of reliability and responsibility
  • Discreet, able to handle confidential and proprietary information appropriately. High level of integrity.
AAP/EEO Statement:

Community Bank is an equal employment opportunity employer. It is the policy of Community Bank to afford equal employment opportunity and to recruit, select, hire, train, transfer, and promote individuals in all job titles regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, Vietnam era veteran, disabled veteran, or other eligible veteran status.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Signatures
This job description has been approved by all levels of management:

Manager

HR

Employee signature below constitutes employee's understanding of the requirements, essential functions and duties of the position.

Employee Date_____________