Treasury Management Officer
Newport Beach, CA 92660 In-Person
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Job Description
Position Details
SUMMARY
Treasury Management Officer (TMO) is the primary sales resource in Treasury Management focused on business development and new business acquisition activity. Maintains contact with top and high priority prospects and customers. Also, supports the business development and customer expansion efforts of the Commercial Banking Teams.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
What Do You Need for this Position?
EDUCATION and/or EXPERIENCE
Bachelors degree from a four-year college or university required; CCM designation required within 24 months of starting position; and seven to ten years treasury management/commercial loan experience and/or training; or equivalent combination of education and experience. Advanced knowledge of banking payment system regulations, transaction processing and corporate treasury functions. PC proficiency in Word and Excel for Windows. Significant sales experience in any field required. Sales experience in financial or treasury services a plus.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
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; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; 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.
Some light travel is involved. This position requires employee to drive a car to travel to customer locations at least 80% of the time.
About Us
About Us
Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
Diversity
At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.
First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.
Additional Details
The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current range is:
Min: $109,000 Mid: $136,000 Max: $163,000
SUMMARY
Treasury Management Officer (TMO) is the primary sales resource in Treasury Management focused on business development and new business acquisition activity. Maintains contact with top and high priority prospects and customers. Also, supports the business development and customer expansion efforts of the Commercial Banking Teams.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- Develops new business within targeted industries and with targeted prospects. Develops new business with existing clients in an effort to broaden and deepen the relationships. Consistently meets revenue and profit budgets. This position requires a high level of qualified in-person calling activity. (20/month minimal acceptable performance)
- Completes responses to customer or prospect Treasury Management request for proposal. Performs general sales activity primarily related to developing new prospective relationships.
- Maintains contact with top and high priority customers.
- Develops territory plans, account strategies, call plans required to consistently achieve revenue and profit goals. Coordinates calling activity with assigned Relationship Managers.
- Assists in completion of account reviews for assigned top priority customers. Jointly presents with Relationship Management Officer.
- Assists in general marketing activity as required for trade shows and other targeted industry events.
What Do You Need for this Position?
EDUCATION and/or EXPERIENCE
Bachelors degree from a four-year college or university required; CCM designation required within 24 months of starting position; and seven to ten years treasury management/commercial loan experience and/or training; or equivalent combination of education and experience. Advanced knowledge of banking payment system regulations, transaction processing and corporate treasury functions. PC proficiency in Word and Excel for Windows. Significant sales experience in any field required. Sales experience in financial or treasury services a plus.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
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; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; 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.
Some light travel is involved. This position requires employee to drive a car to travel to customer locations at least 80% of the time.
About Us
About Us
Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
Diversity
At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.
First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.
Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.
Additional Details
The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current range is:
Min: $109,000 Mid: $136,000 Max: $163,000
About First Bank & Trust
Learn More About First Bank & TrustFounded in 1991, First Bank and Trust is a New Orleans-based independent bank with branch locations across the Gulf Coast.
The main office is located in Downtown New Orleans inside the First Bank and Trust Tower
First Bank and Trust has branches located in Louisiana in New Orleans, Metairie, Algiers, Kenner, Harahan, Covington, Harvey, Baton Rouge, Amite, Greensburg, Hammond, and Lafayette. Additionally, First Bank and Trust serves Mississippi with branches in Biloxi and Gulftport. Home mortgage offices, covering southeast Louisiana, are also located in branch offices.
First Bank and Trust's parent company, First Trust Corporation, also holds affiliated subsidiaries FBT Investments, FBT Advisors and First Insurance Agency.
First Bank and Trust is state chartered and Federal Deposit Insurance Corporation-insured with approximately $1 billion in assets as of March 30, 2020.
The company's logo is based on the Delta symbol that represented "change" and "strength" during ancient times. In New Orleans, the shape symbolizes the Mississippi River delta region that the bank serves.
The main office is located in Downtown New Orleans inside the First Bank and Trust Tower
First Bank and Trust has branches located in Louisiana in New Orleans, Metairie, Algiers, Kenner, Harahan, Covington, Harvey, Baton Rouge, Amite, Greensburg, Hammond, and Lafayette. Additionally, First Bank and Trust serves Mississippi with branches in Biloxi and Gulftport. Home mortgage offices, covering southeast Louisiana, are also located in branch offices.
First Bank and Trust's parent company, First Trust Corporation, also holds affiliated subsidiaries FBT Investments, FBT Advisors and First Insurance Agency.
First Bank and Trust is state chartered and Federal Deposit Insurance Corporation-insured with approximately $1 billion in assets as of March 30, 2020.
The company's logo is based on the Delta symbol that represented "change" and "strength" during ancient times. In New Orleans, the shape symbolizes the Mississippi River delta region that the bank serves.
