Treasury Management Sales Officer

Hills Bank • Cedar Rapids, IA

2d

About The Position

The Treasury Management Sales Officer serves as a relationship manager with key Treasury Management customers and performs independently with little direction. This position is responsible for actively soliciting and developing new business banking relationships that utilize Treasury Management products and services. Provides leadership and develops Treasury Management strategy to increase market penetration and maximize revenue. This position requires a solid working knowledge of subject matter related to Treasury Management (compliance, processes, and procedures), and sales related knowledge needed to successfully deliver Treasury Management services and perform the following duties.

Requirements

• Bachelor's degree (B.A.) from a four-year college or university in the field of business, including specific courses in accounting, finance, and economics; or 8-10 years of banking experience and/or training; or equivalent combination of education and experience.
• Must have working knowledge of spreadsheet, word processing, and database software programs.
• Strong creative solution and problem-solving abilities.
• Must sign a non-compete agreement.
• Must satisfy banking courses/ training required to satisfy regulatory requirements.
• Travel to customer locations and other branches will be required.

Nice To Haves

• Certified Treasury Professional (CTP) designation preferred.

Responsibilities

• Treasury Management Portfolio Origination/ Management: Work with the Treasury Management Relationship Manager to originate deposit accounts for new customers.
• Maintain and exceed growth and profitability goals within bank policy, as established for the position.
• Enhance profitability of all assigned relationships.
• Lead and coordinate RFP requests for Treasury Management businesses and public funds/ municipalities to obtain new relationships.
• Independently initiate and lead Relationship Reviews for key customers.
• Provide knowledge and guidance with risks associated with Treasury Management products and services both to the bank and to the customer.
• Analyze financial information and collaborate with customers to manage and monitor appropriate product risk based exposure limits.
• Attend the needs of customers seeking deposits and other financial services.
• Provide prompt and courteous response to customer inquiries.
• Must ensure proper account documentation and all requisite agreements execution for Treasury Management Services.
• New Business Development: Analyze potential markets/segments to find opportunities for revenue growth through successful prospecting and sourcing of new Treasury Management deposits and products.
• Increase deposits through prospecting and retention of key customers.
• Cross sell and promote Treasury Management, fee based, services to customers and prospects.
• Develop a business plan to seek new business from new and existing customers by developing internal/ external referral sources, utilizing internal lead list information, and social media sources, while following the bank's preferred "trusted advisor" sales and networking practices.
• Collaborate with bankers and customers at strategic levels to proactively provide essential Treasury Management solutions with a consultative and customer driven framework.
• Drive the Bank's business development strategy by inviting customers and attending networking events/ presentations, initiating individual and joint sales calls, and actively participating in other bank and community activities to establish connections needed to promote bank products and services.
• Maintain favorable customer relations and ensure prompt and courteous response to customer inquiries.
• Establish and maintain positive working relationships internally and externally.
• Provide referrals to other departments including: Commercial Lending, Mortgage Lending, Retail and Trust and Wealth Management.
• Lead and/or provide leadership in office and department meetings and assigned subcommittee(s) to build on the bank's customer and co-worker experience, positive culture and competitive edge.
• Participate in bank-hosted and bank-sponsored events, networking with guests while promoting the event, and developing and expanding personal connections.
• Provide leadership for several Bank hosted/ sponsored events each year.
• Community Involvement Participate in at least 1 community organization through membership and regular attendance, networking with members to achieve organization goals, develop personal connections and promote the bank's favorable image.
• Other Duties: Serve as lead on Treasury Management service or deposit-related projects as requested.
• Help lead, develop and support team members.
• May be assigned to train, monitor and assist in managing staff.
• Perform other duties as assigned.

Benefits

• Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package.
• Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families.
• Join Hills Bank and let us surprise you with even more perks!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level