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Treasury Management Officer
Associated Bank
Chicago, IL, United States
Job Details - this job has expired, please see similar jobs below
Description
JOB SUMMARY
Develop business through calling on all ranges of businesses. The main function should be the support of current clients and prospects with the assigned relationship officer. This position will not manage clients. Assist in identifying additional sales/service opportunities. However, all referrals will be generated with/or in conjunction with the officer on the account.
KEY RESULT AREAS
• Sales
• Product Service
• Customer Service
• Marketing
• Training
JOB ACCOUNTABILITIES
The following are essential job accountabilities:
1. Sell Treasury Management products to existing bank customers.
2. Sell Treasury Management products to new prospects referred by business bankers, Wealth Management, Private Banking, and other bank affiliates.
3. Continually meet with bank customers to identify their Treasury management needs.
4. Meet with new or potential customers not utilizing Treasury services to discuss the Treasury management capabilities of the bank and offer proposals for providing services.
5. Maintain a working knowledge of the Treasury management industry.
6. Facilitate the set-up and maintenance of all services sold (i.e., memos, agreements, documents, customer contact letters, etc.).
7. Receive, research, and respond to customer problems, complaints, and operational questions (i.e., account analysis, sweep, balance inquiries, transaction problems, etc.).
8. Bring treasury management opportunities to the attention of account officers and/or appropriate bank affiliate.
9. Receive, research, and respond to customer problems, complaints, and operational questions (i.e., account analysis, sweep, balance inquiries, transaction problems, etc.).
10. Maintain personal sales reporting, customer contact/call list and sales/fee income information as directed in the Achieving Excellence program and Regional TM Manager.
11. Identify needs and refer customers to business Select partners within and across lines of business who can best meet those needs.
12. Perform other related duties as assigned or requested.
Qualifications
JOB QUALIFICATIONS
Education and Experience:
A. Bachelors Degree in Business, Finance, or equivalent.
B. 3-5 years of Treasury Management sales experience
Special Requirement:
A. CTP accreditation exam required.
B. Moderate knowledge of non borrowing products, including Treasury Management
C. Knowledge of Wealth Management and Investment products
D. Moderate business development experience
E. A thorough knowledge of bank products and services
F. Based upon both job expectations and level of knowledge and experience, may be asked to complete additional educational training. This training may include in-house or outside seminars, correspondence courses, or college and technical school classes.
G. A valid driver’s license and access to a vehicle in good operating condition for travel to meetings or other work sites.
H. Proficient use of computers, spreadsheets, word processing, and various database systems.
Call Volume/Sales Activity: Equivalent to Relationship Manager activity
Complexity: High
Fee Income Growth: Tied to regional growth goals.
Management: Mentor
Attributes: Independent, Persuasive, Positive, Self-Reliant, Confident/Secure, Diligent, Approachable, Convincing, Credible, Effective Closer, Results-Oriented, Initiator, Strong Time Management skills
Physical Demands: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Associates are regularly required to stand, walk, and sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel objects, reach with hands and arms; The employee is occasionally required to stoop, kneel, or reach. Sedentary Work: lifting a max of 30 lbs.
Vision Requirements: Accommodation: ability to adjust vision to bring objects into focus.
Analyze: Ability to apply commonsense understanding to carry out instruction furnished in written, oral or diagram form. Ability to deal with problems involving a few concrete variables in standardized situations.
Communication and Language:
Ability to communicate effectively with customers and others within the work environment. Ability to read and comprehend instructions, correspondence and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to outside contacts, customers and other employees of the organization. Ability to represent the organization in a professional and positive manner.
Mathematical skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Compliance: Uphold the bank's philosophy and all policies by maintaining appropriate controls to assure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of our organization. Complies with lending authority and consistently adheres to credit policy and procedures.
Supervision: Direct = 0 Indirect = mentor