Deposit & Treasury Management Consultant

Stearns Financial ServicesScottsdale, AZ
29d$65,000 - $90,000

About The Position

Stearns Bank is seeking an experienced Deposit and Treasury Management Consultant (DTC) to sell and implement deposit and treasury management solutions to businesses and organizations. This role is critical to generate new and deepen existing client relationships within our national divisions. The DTC works with clients to develop and implement strategies to optimize their financial resources, particularly focusing on cash flow, liquidity management, payment processing and risk mitigation through a range of deposit and treasury management products and services.

Requirements

  • Occasionally lift and/or move up to 10 lbs.
  • Literacy in English.
  • Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk or hear.
  • Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
  • Bachelor s degree in accounting, business, finance, technology or related field from four-year college or university; or 10+ years related experience and/or training; or equivalent combination of education and experience; Masters preferred.
  • 8-10 years of experience in banking, financial services, community development or public-private partnerships, with a consistent track record of execution.
  • Previous experience in developing business relationships with companies ranging from $1MM - $1B in annual revenues.
  • Sophisticated level of knowledge in general banking operations, deposit operations, loan administration, treasury management and support.
  • Sophisticated level of knowledge of applicable regulatory and legal compliance rules and regulations, industry standards and practices.
  • Strong leadership and communication skills, with ability to build trust and engage diverse partners.
  • Strong sales and business development skills.
  • Experience with treasury management solutions, online banking platforms and other related tools.
  • Strong critical thinking skills and a dedication to advancing financial equity.
  • Excellent analytical and decision-making abilities.
  • Effective communication skills, both verbal and written, with the ability to articulate concepts clearly and persuasively to diverse audiences.
  • Positive relationship building and interpersonal skills with ability to cultivate and maintain positive relationships with internal and external partners.
  • Strong organizational and time management skills, and ability to multi-task.
  • Diligent and self-motivated.
  • Flexible.
  • Ability to travel as the need arises.

Nice To Haves

  • Masters preferred.

Responsibilities

  • Prospect and identify potential clients through partnerships with lenders, COIs and industry groups.
  • Drive sales initiatives and strategies to promote outreach and deposit growth.
  • Coordinate with Marketing and Community Development teams to execute on campaigns and prospecting efforts.
  • Help to identify strategies and solutions to differentiate Stearns Bank with Non-Profits, Small Businesses, Affordable Housing, Cannabis and other industry groups.
  • Engage with Non-Profit and other industry organizations to build partnerships through demonstrated expertise and support.
  • Drive customer acquisition strategies targeting underserved populations.
  • Serve as a subject matter expert among peers related to deposit and treasury products and market knowledge.
  • Support individual portfolio of customers by maintaining consistent communication, addressing concerns, ensuring customer satisfaction with existing services, and continuing to provide new insights and solutions.
  • Maintain current and competitive knowledge of Deposit and Treasury Management products and solutions, industry trends and the competitive environment.
  • Provide consultative expertise and training to customers, industry groups and internal partners on liquidity management cycle process and solutions.
  • Identify cross-sell opportunities and ways to deepen relationships with existing clients.
  • Tailor solutions and communication to meet the specific requirements of various industries and business sizes.
  • Understand how deposit and treasury management solutions integrate with bank systems and platforms.
  • Partner with Deposit Team and Operations to ensure that customers have a seamless onboarding experience.

Benefits

  • Employee Stock Ownership Plan & 401k Plan
  • Healthcare (Medical, Dental, Vision, Telehealth, Life insurance)
  • 12-week Paid Medical Leave
  • Paid Parental Leave: 21-weeks Primary Care Parent, 14-weeks Secondary Care Parent
  • $5,000 Family Care Reimbursement: Childcare, Elder Care, Student Loan Debt, Pet expenses, down payment assistance
  • PTO from 13 to 23 days depending on tenure. Cashout and Carryover options.
  • 10 Days Sick Time
  • 11 Paid Holidays
  • 4 Days Volunteer Time
  • 2 Days Self Allowance Time Tuition Assistance
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