About The RoleThis position is primarily responsible for the development of new Treasury Management business, product and service delivery, commercial deposit and revenue generation for the Bank. They will be responsible for managing and growing the treasury management client portfolio. This position will use proactive management of the treasury management portfolio to identify growth potential through cross-sell of treasury and other bank products. This will be accomplished by research of competitive offerings, portfolio analysis, preparing presentations, performing account analysis, conducting demonstrations and selling those solutions to the client; then collecting the appropriate documentation to support the implementation of that service.
Position Pay Scale: $91,900 - $137,800/annualPRINCIPAL RESPONSIBLITES AND DUTIES:- Works closely with Loan officers and other bank employees calling on existing and prospective business clients.
- Develops channels to prospect new Treasury Management clients and manage prospect pipeline
- Calls on prospective customers in order to develop new Treasury Management relationships.
- Provides employee and internal customer TM training, provides limited technical support, and facilitates product demonstrations.
- Obtains new clients and expands existing relationships to increase core deposits and revenue.
- Provides consultative expertise to existing Treasury Management clients and prospects to determine their requirements & recommended solutions.
- Performs regular client follow-ups to ensure customer satisfaction including yearly reviews with top clients.
- Creates and delivers sales presentations, explains services offered, and makes recommendations based on client needs.
- Works with other members of the Treasury team to understand market and industry knowledge to ensure competitive pricing and product offerings.
- Services new and existing accounts, monitors and assesses customer relationships to ensure proper servicing of accounts and to identify growth opportunities.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
- Complete required bank training courses within assigned time frame(s). It is the individual learner responsibility to ensure that they understand the information given to them in each training. If the learner does not understand the information given they need to reach out to their supervisor for further clarification or additional training.
ADDITIONAL RESPONSIBILITIES:- Adhere to Wheatland Bank Core Values
- Keep management informed of area activities and any significant problems
- Provide exceptional customer service to all customers, both internal and external.
- Represent Wheatland Bank in a Professional fashion to include; professional image, confidentiality, regular and consistent attendance, punctual.
About YouEXPERIENCE, EDUCATION, AND SKILLS:- Bachelor's degree (preferred) in Finance, Accounting, Business, or similar field of education
- 3-5 years previous work experience in a Treasury Management Officer or other sales role.
- Thorough knowledge of Treasury Management products/services and operations.
- Thorough knowledge of banking products, services, policies, procedures& regulations
- Ability to effectively manage a sales pipeline to manage to achievement of sales goals.
- Effective interpersonal style with the ability to effectively interface with clients, other employees, and senior management.
- Knowledge of sales.
- Well-developed interpersonal and communication skills (verbal & written) in order to communicate and relate effectively with customers and associates
- Strong attention to detail with the ability to work efficiently & accurately
- Demonstrated ability in exercising independent judgment
- Strong organizational skills, including the ability to prioritize and remain calm while
- working in a fast paced/deadline driven environment.
- Employee must be capable of interacting calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside of the organization.
What We OfferCOMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details
No Recruiters or unsolicited agency referrals please. 
