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Treasury Management Officer

Hills Bank
Washington, IA
  • Expired: May 05, 2022. Applications are no longer accepted.

SCHEDULE: Full-time; Monday through Friday (8:00 am-5:00 pm), Average 40 hours/week

LOCATION: 2481 IA-92, Washington, IA 52353

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!


SCOPE:

The Treasury Management Officer serves as a relationship manager for commercial customers. This position is responsible for selling deposit products/treasury management services to commercial clients, and the financial needs of the business owner and their employees.


Perform the most sophisticated and difficult new account opening and related responsibilities associated with the customer service functions of the Bank. Individual will have a thorough knowledge of commercial products and treasury management services and the customer service area in order to perform tasks independent with little direction from the supervisor and to be able to assist other bank employees in the delivery of Treasury Management Services.


KEY ACCOUNTABILITIES:

  • Individual scorecard goals are met including net commercial deposit growth
  • Business relationships are grown, maintained and enhanced
  • Focus on quality prospect identification
  • Appropriate treasury management product knowledge
  • Manages their own customer portfolio Treasury Management risk appropriately
  • Active involvement in bank and community events

ACCOUNTABILITIES:

Sales Production and Business Development:

  • Ensure customer retention by maintaining and servicing customer accounts and following up with large deposits, large withdrawals and account closures.
  • Promote, explain, and sell treasury management products; increase client share-of-wallet and seek referrals.
  • Managing personal portfolio of the largest, most profitable commercial customers. Enhance relationship with these customers throughout the year by personal visits, recognizing life events and inviting them to bank and community events.
  • Collaborate with co-workers to develop new business through personal lead list by networking and outbound joint calling efforts. Proactively identifying sales opportunities with an emphasis on establishing profitable client relationships.
  • Develop and implement a pre-call plan with calling partners for new opportunities within the pipeline.
  • Working to collaborate with Retail, Insurance, Home Mortgage and Trust and Wealth Management to generate referrals, focusing particularly on deposits.
  • Utilize the bank's CRM system to document customer interactions with the bank.
  • Achieve commercial deposit and treasury management goals and track results to ensure performance; including net commercial deposit growth and treasury management services sold.
  • Utilize 90 day plans to develop sales strategies and monitor results quarterly.
  • In weekly check in the focus will be on sales success, strategies, pipeline movement, calls planned for next week, challenges or obstacles to overcome, review pipeline, scorecards and 90 day plans. Use this time to foster good communication with my supervisor to talk about all areas listed above.
  • Participate in weekly pipeline meetings to discuss calls from last week focusing on successes, pipeline movement, new opportunities, strategies, new sales calls/opportunities for next week, bank and community events and actions items as a result of the meeting.
  • Assist in periodic meetings for treasury management and eservice staff to cover new products, sales efforts, policy or procedure updates or changes.
  • Active involvement in bank, branch office and community events.
  • Participate in business development activities; represent the bank in professional associations, community organizations and local business groups. Promote the banks' favorable image; hold board or leadership positions at times in local groups or organizations.

Other Duties:

  • Maintain educational and professional expertise through attendance at job-related seminars, conference and workshops.
  • Perform other duties as assigned.

EDUCATION AND SPECIAL REQUIREMENTS:

  • A four-year college degree or equivalent is preferred
  • The successful candidate will have experience in customer service, working with personal and business deposit accounts, treasury management.
  • Must be a self-starter, take initiative, accept responsibility and have the ability to work independently.
  • Must be able to work under stress and handle difficult situations.
  • Must be willing to participate in community activities and events, which will include some evening and weekend hours.
  • Knowledge of and residence in Linn, Johnson or Washington County is required.
  • This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment.
  • Valid driver's license.
  • Must sign a non-compete.



EQUAL OPPORTUNITY EMPLOYER


Employment Type: FULL_TIME

Hills Bank

Address

2481 IA-92

Washington, IA
52353 USA

Industry

Finance and Insurance

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