TREASURY SALES & PRIVATE BANKING

TREASURY SALES & PRIVATE BANKING 

SUMMARY

This position is responsible for increasing commercial deposits and treasury sales.  This position is responsible for originating new opportunities, defending existing business, increasing treasury service revenue, and maintaining strong customer relationships.  This position has access to sensitive information and confidential data and is expected to exercise professionalism and confidentiality in all relevant matters.  Work is performed outside and within bank and statutory policies and procedures and independent judgment and complex decision-making is required to perform job duties.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Establish sales goals in coordination with manager; achieve goals.

 

Call on customers and prospects in partnership with loan officers, branch managers, customer service representatives, tellers, and members of management to deepen existing relationships and establish new ones.

 

Manage a portfolio of customers; responsible for delivering Treasury solutions to customers; act as the primary point of contact for Treasury solutions within the portfolio.

 

Grow the Bank’s deposit base and Treasury services revenue; identify new opportunities while building trusted advisor status with customers and relationship managers; assess risk when making business decisions.

 

Work closely with the Digital Solutions team to understand new products and innovations available to customers; communicate and explain those products to existing customers, prospects, and internal partners. 

 

Manage competing priorities while maintaining a consistent level of customer satisfaction.

 

Stay abreast of developments within the field and contribute to the corporate strategy; educate employees so they can identify new opportunities.

 

Participate in sales meetings to identify new opportunities and customers; represent the Bank at a variety of functions to promote the bank and provide networking opportunities to facilitate business development.

 

Comply with all banking regulations, policies, and procedures.

 

NON-ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  Other duties may be assigned.

Maintain educational and professional expertise through attendance at job related seminars, conferences and workshops and involvement in professional civic and community groups in leadership positions.

 

SUPERVISORY RESPONSIBILITIES

None.

 

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

EDUCATION and/or EXPERIENCE

Possess a four-year Bachelor’s Degree in business administration, marketing, communications, public relations, or other closely related field.  Plus additional education and/or training. 

 

Possess a minimum of six years commercial banking experience.  Must have a proven record of supporting the growth of customer relationships and banking services while increasing new revenue within a growing portfolio.

 

Possess experience in financial sales and treasury products.    

 

LANGUAGE SKILLS

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of the organization.  Possess excellent verbal and written communications skills, and presentations skills.  

 

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

 

REASONING ABILITY

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.

 

OTHER SKILLS AND ABILITIES

Must have the ability to operate PC and printer, copy and fax machines and telephone.  Must have good working knowledge of word processing and spreadsheet software programs.  Advanced PC knowledge.

 

KEY CONTACTS--Internal and External

Has frequent contact with all departments.

 

Has contact with customers, potential customers, merchants, the general public and advertising agency staff. 

 

CERTIFICATES, LICENSES, REGISTRATIONS

Valid driver’s license.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

While performing the duties of this job, the employee is regularly required to sit and talk or hear.  The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms.  The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, and ability to adjust focus.

 

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

The noise level in the work environment is usually moderate.

 

COMMENTS

Position may require occasional overnight travel to attend various training sessions.  Position requires the ability to work before or after normal business hours to attend various meetings and meet deadlines.