Treasury Business Development Officer

Bank of Charles Town • Ashburn, VA

96d

About The Position

The Treasury Management Officer promotes, solicits, and provides treasury management products and services to commercial and small business clients and prospective clients. Is responsible for growing business with existing clients and prospects directly via external sales and marketing efforts in order to achieve annual sales and scorecard objectives.

Requirements

• Four-year college degree, or 4 years of banking industry experience, in Retail or Treasury Management.
• Must possess a knowledgeable background of the bank's operational procedures and policies regarding lending and deposit functions.
• Position demands a person with a pleasant personality with an above average knowledge of fundamental arithmetic.
• Ability to converse and exchange information with all levels of staff within organization.
• Must have advanced skills in operating a computer, adding machine and typewriter.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure/training manuals.
• Ability to speak in a clear and understandable manner and write legibly.
• Ability to answer telephones and greet the public in a friendly and courteous manner.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Sitting and standing for extended period of times as required.
• Ability to travel via air, rail, automobile and/or bus.

Responsibilities

• Outreach to existing and prospective commercial customers to develop new business, expand existing relationships, maintain positive customer relations, and ensure proper servicing of accounts.
• Build, develop, and maintain profitable deposit relationships with new and existing customers which includes consulting at customer place of business in order to understand their business practices and discuss their goals and objectives related to banking, cash flow, and treasury services.
• Identify treasury management product and service needs, develop and propose solutions to commercial customers that best meet their needs, and facilitate on-boarding and implementation.
• Work closely with commercial and branch staff building awareness of BCT's treasury products and services.
• Interface with all lines of business, including commercial and retail in order to grow both non-interest income and core deposits from both existing and prospective commercial customers.
• Sales effort includes developing and executing an effective sales strategy, implementing a formalized calling plan, generating leads, and following up on referrals.
• Analyze businesses' cash flow, deposit relationships and treasury needs to develop a custom treasury management services proposal for the customer/prospect and will regularly meet with businesses for consultation and presentation of proposals.
• Overall support Treasury Management Department's mission and objectives, particularly as they relate to achieving individual and department sales and scorecard goals.
• Maintain a high level of product knowledge and procedural expertise of Treasury Management's product line to maximize sales effectiveness and to assist commercial customers with product inquiries and requests.
• Represent the bank and actively participate in various civic and community events that offer networking and promotional opportunities. Maintain regular contact with centers-of-influence to develop and expand business referral network.
• Cross-sell other bank products and services and capitalize on opportunities to expand business, referring clients to other areas of the bank for additional needs where appropriate.
• Respond to banking services Requests for Proposal (RFPs) and be the primary focal point for RFP's in their respective market area.

Benefits

• BCT is a 100% smoke-free company.
• BCT is an Equal Opportunity/Affirmative Action Employer.
• BCT supports a workforce of diversity, equity, inclusion, and accessibility.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 51-100 employees