ESSA Bank, Treasury Management Advisor

ESSA BankWilkes Barre, PA
21h

About The Position

Markets and sells all treasury management services to retain and grow a commercial portfolio. Includes: preparing and presenting proposals for new business, responding to deposit and treasury management portions of request for proposals (“RFPs”) and making presentations. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

Requirements

  • Bachelor’s Degree from accredited college or university, treasury management sales experience, or equivalent combination of education and experience.
  • Banking or Financial Services experience or exposure preferred.
  • Sales experience and results oriented.
  • Highly organized and self-motivated in a team environment or working independently.
  • Excellent interpersonal and communication skills, written and verbal.
  • Ability to work independently and as a team member
  • Ability to read, comprehend, and interpret documents.
  • Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization.
  • Ability to communicate to clients directly and effectively.
  • Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use.
  • Prior experience or the ability to learn all computer programs pertinent to performing treasury management related job duties.
  • Ability to add, subtract, multiply, and divide in all units of measure.
  • Experience analyzing large amounts of data and ability to interpret results important.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
  • Ability to solve challenging problems involving several variables in a standardized situation.

Nice To Haves

  • Certified Treasury Professional (CTP) credential preferred.

Responsibilities

  • Primary focus is Sales/Bus Development of all Treasury Management Services
  • Serve as a Trusted Financial Advisor to provide industry updates
  • Provide TM training and support for Internal Partners
  • Maintain a client portfolio & pipeline of opportunities of TM business clients
  • Develop referral sources (Centers of Influence) – “COI’s”
  • Partner with Treasury Management Support Team to service clients

Benefits

  • Medical, Dental, Vision & Life Insurance
  • 401K with company match
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs and much more!
  • Eligibility requirements apply.
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