The Treasury Management Specialist will be responsible for acquiring, expanding, and retaining business clients in assigned markets. Manages complex client relationships and partners with various production personnel to strengthen and expand relationships. Acts as a liaison between clients and bank’s service departments to support sales implementation and service issues. Monitors market conditions and trends to ensure the bank remains competitive in product offerings and pricing.
Essential Duties & Responsibilities
To perform this position successfully, an individual must be able to perform each essential duty and responsibility satisfactorily.
- Meet or exceed assigned treasury management sales / revenue goals.
- Collaborate with production officers and other branch personnel to expand and retain business clients who have treasury management needs.
- Identify sales opportunities through needs based assessments, campaigns, prospecting, reviewing account analysis statements and marketing lists to meet or exceed sales goals.
- Coordinate and conduct product demonstrations for prospects and existing clients.
- Prepare proposals, presentations and cost benefit analysis, as well as other sales tools.
- Generate proformas by interpreting competitors account analysis statements and determining comparative Forcht Bank products and pricing recommendations.
- Manage and oversee the implementation process for new businesses including preparing all documentation and legal agreements, ensuring audit requirements are met, responding to customer service issues, engaging business partners, and escalating as appropriate.
- Develop and maintains customer relationships by calling on prospective customers, identifying prospects, establishing suitable methods of contact and determining appropriate products and/or services.
- Communicate with support departments to ensure thorough implementation of services and adequate support to clients.
- Assist customers with questions, concerns, and explanations or demonstrations of bank products or services offered.
- Recognize and pursue opportunities to cross-sell products and services based upon the customer’s needs.
- Perform other duties as assigned.
The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Working knowledge of Microsoft Office products and bank information systems.
- Background in financial institution operating policies and procedures and banking regulations including superior understanding of Treasury Management products and services.
- Demonstrated success in a customer service environment.
- Strong attention to detail.
- Ability to exercise judgment and discretion in handling sensitive documents or other confidential information.
- Ability to work with a team and members of other departments.
- Ability to communicate orally and in writing in order to convey information tactfully and effectively to all levels of employees and customers.
- Ability to give full attention to what other people are saying; taking time to understand points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar, including the ability to comprehend written sentences and paragraphs in work-related documents.
- Ability to manage time and be efficient and effective in the completion of assignments.
- Ability to establish productive business interpersonal relationships with others inside and outside the organization and to work with little direct supervision in carrying out the responsibilities assigned.
- Ability to work well under pressure.
- Ability to embrace and support the Bank’s management philosophy.
- Ability to perform multiple job functions and tasks with minimum supervision.
Physical Demands and Abilities
The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodation will be made to enable individuals with disabilities to perform the essential functions.
- Ability to listen to and understand information and ideas presented through spoken words and sentences.
- Ability to communicate information and ideas in speaking and writing so others will be able to understand.
- Ability to identify and understand the speech of another person.
- Ability to see details at close range (within a few feet of the observer).
- Ability to tell when something is wrong or is likely to go wrong and generate appropriate solutions or responses.
- Ability to analyze a situation and select the appropriate course of action on matters involving significant risks or consequences.
- Ability to sit for long periods of time.
- Ability to demonstrate manual dexterity through use of typing on a keyboard, sorting through paperwork, reaching and grabbing objects.
- Ability to stand, bend, and lift up to 20 pounds.
- Ability to operate standard business equipment such as a fax, computer, printer, copier, etc.
- Ability to look at a computer screen for several hours.
- Ability to travel to other locations if needed.
- Ability to work on a flexible schedule that at times may include late working hours or weekend hours.
Required Education and Experience
- Bachelor’s degree in business, finance or a related degree. Work experience may be substituted in lieu of degree.
- Three (3) years of experience in sales or face-to-face customer service skills. Banking experience is preferred but not required.
- May be required to attend activities outside the bank to stay abreast of new developments, best practices, and statutory and regulatory changes.
- Pursuant to the Drug Free Workplace Act of 1988, all employees must remain drug free and alcohol free when reporting to work and while engaged in any work related activities.
- Must adhere to all Bank Secrecy Act regulations and requirements.
This document and the statements contained within it are intended to describe the general nature and level of work being performed by the employee assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of the employee.
- Forcht Bank is an Equal Opportunity Employer –