Treasury Management Sales Officer

About The Role Position Purpose The Treasury Management Sales Officer 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 while adhering to and exemplifying our Core Values: Embrace Responsibility, Execute with Excellence, Pursue Growth & Learning, Thrive Together.
Essential Functions 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 First Bank of Wyoming’s Core Values.
Keeps management appropriately informed of area activities and of any significant problems.
Participate in Community Service and Bank sponsored activities that serve and support the mission and values of First Bank of Wyoming.
Provide superior internal and external customer service: must demonstrate self-governance, courtesy and respect toward external customers as well as internal customers (all organization personnel).
Represent First Bank of Wyoming in a professional manner which includes a professional image, confidentiality, a positive “can-do” attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs.
Keep work area tidy and maintain customer privacy.
Attends and participates in meetings as required.
Participates in required training, staff meetings, and lobby displays.
Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers.
Other duties as requested or assigned.
About You Qualifications Education and Experience: 6 or more years of similar or related experience, including preparatory experience required Bachelor’s degree, required An equivalent combination of education and experience may be considered.
CTP or similar professional designation preferred Required Knowledge 3-5 years previous work experience in a Treasury Management or other sales role.
Thorough knowledge of Treasury Management products/services and operations.
Thorough knowledge of banking products, services, policies, procedures and regulations.
Skills and Abilities: Ability to effectively manage a sales pipeline to manage to achievement of sales goals.
Strong ability to solve problems and prioritize multiple tasks and responsibilities Good computer and 10-key skills.
Good communication and interpersonal skills.
Employee must have the ability to work in a calm, professional manner while consistently demonstrating courtesy, customer service, and tact in a fast-paced/deadlines-oriented environment.
Employee must be capable of regular, reliable, and timely attendance.
Employee must be self-motivated, able to work quickly and accurately, and flexible in day-to-day activities.
Employee must be a team player with a passion for customer service and a proven ability to build rapport and work effectively with employees at all levels of the organization.
Attention to detail as well as excellent organizational skill(s) to perform in a fast-paced environment.
Must have ability to prioritize and organize heavy workload(s) and demonstrate effective time management skill(s).
Must have the ability to work quickly and accurately: perform effectively under pressure; meeting multiple and sometimes competing deadlines and make decisions based on regulation(s), company policy(s), knowledge and experience.
Must have the ability to work both independently and in a team environment.
Must have the ability to understand and follow complex written and oral instructions.
Must have the ability to communicate effectively verbally and in writing.
Basic computer skill with working knowledge of word processing, spreadsheets, ten-key, and general computer applications.
Working knowledge of standard office equipment.
Interpersonal Skills: A significant level of trust, credibility and diplomacy is required.
In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature.
Communications may involve motivating, influencing, educating and/or advising others on matters of significance.
Physical Requirements: 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.
The employee may also be required to: Climb (Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like, using feet and legs and/or hands and arms.
Body agility is emphasized.
This factor is important if the amount and kind of climbing required exceeds that required for ordinary locomotion.
) Balance (Maintaining body equilibrium to prevent falling and walking, standing or crouching on narrow, slippery, or erratically moving surfaces.
This factor is important if the amount of balancing exceeds that needed for ordinary locomotion and maintenance of body equilibrium.
) Stoop (Bending body downward and forward by bending spine at the waist.
This factor is important if it occurs to a considerable degree and requires full motion of the lower extremities and back muscles.
) Stoop (Bending body downward and forward by bending spine at the waist.
This factor is important if it occurs to a considerable degree and requires full motion of the lower extremities and back muscles.
) Kneel (Bending legs at knee to come to a rest on knee or knees.
) Crouch (Bending the body downward and forward by bending leg and spine.
) Crawl (Moving about on hands and knees or hands and feet.
) Push (Using upper extremities to press against something with steady force in order to thrust forward, downward or outward.
) Pull (Using upper extremities to exert force in order to draw, haul or tug objects in a sustained motion.
) 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: Sedentary work.
Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.
Sedentary work involves sitting most of the time.
Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
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.
Working conditions: Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.
Travel: up to 25% travel (e.
g.
1 week or 5 days/month) by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.
Mental Requirements: Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.
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, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays.
Visit our website for more details! COMPANY OVERVIEW: We are a family of banks whose unique local presence reflects the communities we serve.
We welcome the opportunity to grow and change as our customers and communities do the same.
Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc.
all from our website.
Check it out! We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.
Glacier Bancorp, Inc.
does not sponsor applicants for work visas.
All applicants must be legally authorized to work in the US.
No Recruiters or unsolicited agency referrals please.
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