FCBank, Treasury Management Associate, Hybrid
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. This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. Ability to travel to meet with clients and prospects and attend seminars or training sessions offsite, on occasion.
Requirements
- Bachelor’s Degree from accredited college or university, treasury management sales experience, or equivalent combination of education and experience.
- 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.
- Banking or Financial Services experience or exposure 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
- Focus on accuracy and attention to detail
- Maintain market competition awareness relative to pricing and products
- Promote digital awareness and leverage available tools, primarily CRM system
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!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
