Treasury Management Officer

2 weeks ago

Tacoma, WA, United States 1st Security Full time
A GREAT PLACE TO WORK AND BANK

Join our team 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams

If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm.

POSITION SUMMARY:

As Treasury Management Officer (TMO), you will be responsible for building strong partnerships across all business lines and provide treasury management support to convert business prospects into customers and expand and retain existing customers. The TMO directly contributes to the Bank’s deposit growth goal by ensuring customers’ needs are fully met while providing the best possible customer experience. The ideal candidate must have a solid banking background with expertise in Treasury Management products and excellent service. A strong focus on “wowing” internal and external customers.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

  • Adhere to 1st Security Bank core values, policies, and procedures.
  • Be able to work closely, successfully, and collaboratively with other departments in the bank treating all employees with respect.
  • Engage in business development activities across all business lines providing consultative working cash flow assessments and recommendations to prospects and existing customers.
  • Responsible for preparing account analysis pro-formas and proposals and driving collaboration between business lines to provide the best possible new customer experience.
  • Lead and effectively work with the support team on all new customer and new service on-boarding including opening accounts and implementing treasury management services.
  • Manage and provide direct assistance to Commercial Banking and Commercial Real Estate customers on all deposit and treasury management needs with support from the Treasury Management Analysts.
  • Monitor customer relationships and perform relationship reviews on the bank’s complex business customers and present findings and recommendations to customers thus enhancing relationships and retention.
  • Manage the risk exposure relative to treasury management services.
  • Ability to multitask and prioritize job responsibilities; provide timely and responsive customer service in meeting agreed-upon deadlines and commitments.
  • Proactively participate in partners’ team and sales meetings providing input, training and assistance in developing business.
  • Assume responsibility for special projects as assigned.
  • Attend all required meetings and contribute.
  • Follow all bank policies and procedures, compliance regulations, and timely completes all required job-specific training.
  • Maintain knowledge of and follow treasury management policies and procedures.
  • Support management decisions and goals in a positive, professional manner and represents the Bank with a high level of integrity.
  • Perform other duties as assigned.
BENEFITS AND PERKS
  • Full medical, dental, and vision coverage for individual or family plan.
  • Life insurance.
  • Long-term disability insurance.
  • 401K matching program.
  • Paid sick and vacation time.
OUR CORE VALUES
  • Relationship Driven-we strive to "WOW" (surprise, excite and delight) each other and our customers.
  • Ethical-fair, honest and act with integrity.
  • Lead by Example-maintain a positive attitude, show respect for others, and have some fun
  • Accountable- we take our responsibilities seriously and we meet our commitments with urgency.
  • Team Player- dependable, enthusiastic contributor to team success and to the greater good of the bank.
  • Embrace Dreams- we encourage each other to reach for our dreams.
  • Diversity- we celebrate diversity and support equality for all.
  • Community Oriented- we actively support our communities and the Bank's CRA initiatives.
  • Open and Honest Communication- always professional, responsive, and timely.
EDUCATION and/or EXPERIENCE
  • Degree in business, marketing or finance preferred or equivalent work experience of at least ten years of banking experience in a sales or management position.
  • Proven success in establishing new business relationships and consistently achieving production goals.
  • Demonstrably very well-organized as to time management, contact management, records management.
  • Ability to demonstrate compliance with all bank regulations that pertain to this position; must be able to keep up to date on regulation changes.
  • Knowledge of key bank regulations, including, but not limited to, Know Your Customer, the Bank Secrecy Act, and Anti-Money Laundering policies, procedures and related programs.
  • Must be bondable.
COMPUTER SKILLS

To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Dataquest software.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

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. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • The employee will operate in a general office environment, using office equipment such as a phone and a computer. The employee must be able to bend and squat occasionally when accessing safety deposit boxes or storage.
  • The employee will be required to use transportation to visit client and potential client businesses in a variety of industries and work environments.
  • The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment. The employee must be able and willing and able to interact frequently with the general public.


Salary Range: $75,000.00 to $95,000.00 annualized

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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