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Treasury Mgmt Sales Associate

2 months ago

Bellingham, United States Bank of the Pacific Full time
Prepares documents such as pricing proformas, RFPs, RFI’s and presentations for customer review. Submits customer request for implementation to the Commercial Services team. Acts as backup customer contact for the Treasury Management Sales Consultant. May perform online training during sales process and/or implementation of treasury services. Performs inside sales and cross-selling activities as needed. Assists with branch and customer inquiries, emails, and research requests specific to treasury management. Owns process for simple implementations Coordinate with sales and commercial services for client change requests Support and manage process for exception documentation and tracking. Participate in process improvement initiatives designed to improve workflow resulting in an enhanced customer experience. Assist customers with implementation documentation to ensure a smooth implementation of new banking services. Identifies opportunities to deepen existing customer relationships by offering solutions to meet identified needs. Clearly understands customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems and general inquiries. Work completed in a neat, efficient and accurate manner. Volume of work produced meets expectations. Plans, organizes and prioritizes work to meet deadlines. Fosters collaboration with other groups by building credibility and trust. May accompany the Treasury Management Sales Consultant and/or Commercial Banking Officer on customer calls. This role allows an individual to develop working knowledge of Treasury Services products and skills over time for a successful career in Treasury Management as a Treasury Management Sales Consultant.

Compliance:

All employees are accountable for compliance with all laws, regulations and adherence to established internal controls and procedures when performing their job duties. Each employee is expected to be familiar with the legal and regulatory requirements and internal controls affecting his or her job responsibilities. It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements and internal controls. All employees shall be responsible for communicating upward, problems in operations, noncompliance with the code of conduct, or other policy violations or illegal actions. Employees must participate in required training on pertinent compliance laws and regulations as required by the Bank of the Pacific.

All employees will be committed to maintaining a high level of compliance with the Bank Secrecy Act and Anti Money Laundering, USA PATRIOT Act and Financial Recordkeeping regulations recognizing that all three acts are important tools in federal efforts to combat organized crime, terrorism and drug trafficking.

Education / Experience:

High School diploma or equivalent Undergraduate degree in business administration or equivalent experience, preferred. 1 – 3 years’ experience in a business banking environment. Demonstrates the ability to understand Treasury Services products, pricing philosophy, and billing process and procedures.

Skills / Knowledge / Abilities:

Excellent oral and written communication skills Good attention to detail Excellent follow-up skills Able to work independently; can reliably maintain a productive, personal work schedule Basic proficiency in PC software including word processing and spreadsheet programs, and bank customer information and transaction programs Understanding of the bank’s policies and procedures

Working Conditions / Environment / Potential Hazards:

While performing the duties of this job the employee regularly works in a variety of settings and can include working outside exposed to weather elements. Work involves being able to concentrate on the matter at hand, sometimes managing distracting work conditions and interruptions.  Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work additional hours as needed. Flexibility with schedule to meet the needs of the operations. Some travel in the banks footprint may be required

Physical Requirements:

The employee is frequently required to stand, walk, type, and speak with internal and external customers for extended periods of time. Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials.  Work may involve the constant use of computer screens. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, fax machine, and other office equipment including those related to completing banking services in the branches. Work requires dexterity of hands and fingers with repetitive wrist and hand motion. Occasional lifting 20 lbs (i.e., deposit bags, money trays, loan files, boxes)

Our Mission is simple, to be the best Bank for our employees, customers, investors and community. 

At Bank of the Pacific, we are committed to delivering memorable service beyond the customer’s expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success.

Our Core Values – We Care.

We consistently demonstrate this through:

Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success

For your Benefit We Offer:

Salary range for this position is $25.00 to $29.00 per hour. The specific salary offered will depend on several factors including but not limited to applicant’s knowledge, skills and experience relevant to the position. Eligible to participate in annual incentive plan. We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA. Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation. Wellness Dollars up to $500 per year. Weekend Wellness Hours, up to 4 per quarter. Paid Birthday and Anniversary Holiday 11 paid Holidays per Year Sick Leave Time – Earn up to 8 days each Year Vacation – 12 days each Year (first year adjusted based on hire) Vacation Purchase Plan Tuition Reimbursement Employee Banking Privileges and Special Loan Features.

(All paid time off is pro-rated for part-time employees based on their scheduled work hours.)

All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct.

Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.

Salary Range Disclaimer:

The base salary range represents the minimum and the maximum of Bank of the Pacific’s salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee’s relevant knowledge, qualifications, experience, and job performance for the position.