Treasury Sales Officer III

About The Role

POSITION SUMMARY:

The Treasury Management Sales and Service Manager will manage all Treasury Management Sales and Service personnel, and be responsible for the overall customer relationship management of the Treasury Management customer services and products , as well as growth and profitability of the department. Responsible for the development, organization, and tracking of sales and service goals to results for the team and the timely and satisfactory management of customer service and projects.

The position will serve as the bank's expert on all treasury management products (including, but not limited to Cash Management, RDC, and positive pay, etc.) and will serve as a resource to all branches and assist with their business development of Treasury Management services. This position will stay abreast of treasury management trends. Will serve as a proactive, client-focused trusted financial partner to clients through a seamless delivery of depository services. Responsible for expanding and managing growth of cash management products and services while demonstrating positive leadership behaviors. This includes expansion and acquisition of customer relationships and service quality. Will participate in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to maximize treasury management utilization. Will always provide high quality customer service while assuring bank and division profitability and asset quality standards are met.

Pay Scale for the position:

Wenatchee $105,700 - $158,500/annual

Spokane $111,000 - $166,400/annual

PRINCIPAL RESPONSIBLITES AND DUTIES:

Growth and Profitability of Department:

• Manage team and personal results to drive growth in bank deposits and fee income for Wheatland Bank by providing Treasury Management services to bank customers.
• Prepare and provide input to the preparation of reports, planning strategies, and budget goals and results.
• Actively solicit business from prospective customers.
• Market treasury management products and services internally and externally
• Build and maintain successful relationships with new and existing customers
• Introduce and cross-sell new and existing Bank products.
• In coordination with the SVP of Operations, train Loan Officers, Branch Managers, and Service Managers in cash management product knowledge and business development.
• Regularly updates the Chief Financial Officer regarding new and existing customer relationships and branch development efforts.
• Work closely with the Treasury Operations Supervisor, Commercial Loan Officer (if applicable), and Glacier Treasury Management team as needed.
• Control expenses to ensure the profitable operation of the department.
• Convey a professional image at all times.
• Be involved in local community.

Service and Quality Control:

• Develop and maintain operational policies and procedures on Treasury Management Services, including Remote Deposit Capture, Merchant Services, commercial cards and Cash Management.
• Maintain a tracking system for all current and new treasury management customers, including all products being utilized and new customers obtained.
• Ensure customers are fully trained on treasury management products and provide on-going support to them.
• Ensures Annual reviews are done timely in accordance with GBCI policy.
• Maintain a tracking system of all Treasury Management projects, including the set-up of new customers, integration of additional products and services, Treasury Management problem resolutions.
• Maintain current knowledge of regulations.
• Ensures compliance with regulatory requirements by complying with Bank policies and procedures and operating within all current federal and state regulations.

Training and Product Knowledge:

• Trains and develops Treasury Management Relationship Officers and support team.
• Provides bank wide general training and knowledge on Treasury Management products and services.
• Prepare annual report to Senior Management and Board on Treasury Management Sales and Services.

Supervisory Responsibilities:

• All sales Staff for Treasury Management, Merchant Services and Cash Management.

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.

POSITION CONTACT:

• Daily contact with current customers, prospective customers, and branch personnel.
• Frequent contact with Director of Commercial Lending.
• Frequent contact with other administrative staff and Executive Officers.
• Contacts involve varied or moderately complex situations which require tact, judgment and the ability to influence, sell or promote. Contacts could affect the gain or loss of business, prestige or relationships.

About You

EXPERIENCE, EDUCATION, AND SKILLS:

• Bachelor's degree in related field plus five years related experience. Will consider a combination of experience and/or education in lieu of a degree.
• Proven ability to successfully lead others and departments,
• Knowledge of Banking industry, policies, and industry regulations.
• Demonstrated ability to interact with other professionals to gather and disseminate information. The essential skills include:
  • Experience in writing reports, business correspondence, procedures, etc.
  • A demonstrated ability to effectively present information and respond to questions from customers, senior management, staff and vendors.
  • Effective listening skills
• Ability to solve practical problems and deal with a variety of situations exercising flexibility and sound judgment.

WORK ENVIRONMENT: Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

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 often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include: up to 35lbs.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

What We Offer

COMPENSATION & 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. Check it out!