Municipal Banking Officer

Bank of Greene•Town of Colonie, NY

6d•$90,000 - $110,000

About The Position

The Municipal Banking Officer manages, retains and expands Bank of Greene’s relationships with counties, cities, towns, villages, school districts, fire districts, public authorities and other governmental or public-sector entities. The officer serves as the primary relationship manager for assigned clients, develops new relationships, and coordinates deposit, treasury-management, lending and other financial services across the Bank. The role includes managing a portfolio of municipal relationships, identifying banking and financing opportunities, coordinating client onboarding and services, supporting public-deposit and operating requirements, managing municipal bids and proposals, monitoring relationship performance, and representing the Bank at municipal and community events throughout its market. The officer must maintain accurate relationship and pipeline records and comply with applicable laws, regulations and Bank policies.

Requirements

Bachelor's degree in business, finance, accounting, public administration or a related discipline, or equivalent relevant experience.
At least five years of experience in commercial banking, municipal banking, treasury management, government finance or municipal administration.
Demonstrated relationship-management and business-development ability.
Working knowledge of deposit products, cash-management services and relationship pricing.
Strong communication, presentation, negotiation, organizational and follow-through skills.
Ability to travel throughout the Bank's market and attend governmental and community events outside normal business hours when appropriate.

Nice To Haves

Established relationships within the Capital Region municipal community.
Experience with New York public deposits, collateralization, municipal borrowing and competitive-bid practices.
Prior experience as a municipal finance officer, comptroller, treasurer, school business official, public administrator or public-sector banker.

Responsibilities

Manage a portfolio of existing municipal relationships and serve as the principal point of contact for assigned clients.
Develop new relationships with municipalities, school districts, fire districts, public authorities and other eligible public-sector entities.
Build productive relationships with municipal executives, comptrollers, treasurers, finance officers, school business officials, administrators, board members and professional advisers.
Prepare and execute annual calling plans and maintain an active, well-documented pipeline of qualified municipal prospects.
Identify opportunities for operating accounts, reserve accounts, certificates of deposit, treasury-management services, ACH, wire services, purchasing cards, merchant services and other banking solutions.
Identify municipal borrowing and equipment-finance opportunities and coordinate them with commercial lending, credit administration and senior management.
Coordinate account onboarding and service implementation with branch administration, deposit operations, treasury management, information technology and compliance.
Support public-deposit collateralization, authorized-signer documentation, fraud controls and other operating requirements.
Manage municipal bid and request-for-proposal activity, including pricing recommendations and coordinated Bank responses.
Monitor relationship profitability, average balances, deposit pricing, service utilization, maturities and opportunities to deepen each relationship.
Represent Bank of Greene at municipal, school, governmental and community events throughout the market.
Maintain accurate calling, pipeline and relationship information and comply with all applicable laws, regulations and Bank policies.
Complete required Bank Secrecy Act training and follow applicable BSA/AML/CIP/OFAC requirements, including reporting suspicious transactions or activity to the appropriate person.