What are the responsibilities and job description for the Treasury Management Officer position at Two Rivers Bank & Trust?
POSITION PURPOSE
The Treasury Management Officer will lead the overall Treasury Management strategy including product and program development, business development and administration. This position will enable bankers to identify and close treasury opportunities with existing and prospective customers consistent with the Bank’s core values and service commitments.
ESSENTIAL DUTIES AND ACCOUNTABILITIES
Driving Results:
- Leads and develops Treasury Management strategy to increase market penetration and maximize revenue. This role will be instrumental in enabling bankers to identify, propose and effectively close Treasury Management opportunities with existing and prospective customers.
- Drives the overall business development strategy for treasury management solutions.
- Maintains industry knowledge of treasury management solutions and pricing to ensure product and solution offering is current and competitive.
- Proactively manages the product development process with key vendors to attract and retain customers and to improve customer engagement.
Collaboration:
- In collaboration with market leaders, is accountable for implementing strategies to maximize treasury solution penetration and ensuring competitiveness in each market.
- Partners with Marketing to develop and implement content strategies.
- Develops relationships among team members and across markets, then identifies and enables pursuit against those opportunities to cross-sell products and services.
- Collaborates with other markets and departments including Operations to ensure effective onboarding and to enhance client service and product delivery.
Talent Development and Leadership Accountability:
- Helps to lead, develop, and support team members.
- Motivates staff and maintains accountability among team members for achieving production goals and service commitments.
- Personally demonstrates behavior, attitude, and actions that align with the Bank’s core values and strategic direction.
Business Development:
- Supports the sales process through discussions with bankers, product demonstrations and consulting on effective strategies. Enable teams in retaining and expanding existing customer relationships.
- Executes a localized to market and product strategy while leading and managing key client pursuits and relationships.
- Executes presentations for clients and prospects.
POSITION QUALIFICATIONS
A. Required Education:
Bachelor’s degree in finance or business management or equivalent combination of education, training and work experience.
B. Required Work Experience:
- 6-8 years’ experience in business development, financial service sales, business banking, and/or treasury management.
- Prior experience in Product Development and Product Management.
- Experience with Treasury Management digital banking channels.
- Experience and proven success developing new business through prospecting.
C. Technology Skills:
Proficiency with word processing, spreadsheet and presentation software required.
D. Required Skills or traits for the position:
- Excellent relationship management and business development skills.
- Knowledge of depository products and treasury management services.
- Knowledge of Treasury Services and deposit products, credit and risk process, overdraft management, and pricing philosophy.
- Excellent selling and negotiation skills.
- Excellent verbal and written communication skills.
- Demonstrated success leading a team through influence versus a direct reporting relationship.
- Strong time management, organizational and planning skills.
POSITION COMPETENCIES
Described below are the primary competencies associated with this position.
Financial Management
Understands how organizations make money and the impact of his/her role; connects how it can impact profit and loss; exercises sound judgment in decision-making regarding expenditures.
Customer Focus
Builds effective relationships, identifies customer expectations, sees issues from their point of view; offers practical recommendations.
Results Driven
Drives behavior to emphasize achievement. Self-directed toward accomplishment. Is action oriented. Likes challenge. Pursues opportunities. Consistently high achieving.
Business Knowledge
Knows how business works; demonstrates knowledge of current business practices and future trends. Knows the competition.
Selling
Influences others by understanding their needs; positions information, products, and services; secures commitment.
Collaboration
Seeks and enlists active participation of others to reach goals.
Leading
Takes charge of a situation and inspires others to take action toward the accomplishment of a goal.
Experience
Required- Experience and proven success developing new business through prospecting.
- Experience with Treasury Management digital banking channels.
- Prior experience in Product Development and Product Management.
- 6 - 8 years: Business development, financial service sales, business banking, and/or treasury management.
Education
Preferred- Bachelors or better in Finance or related field
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
