VP, Treasury Management

Posted March 14, 2019

Position Summary:

Responsible for identifying, analyzing, selling, and supporting products and services to established and prospective business clients; such as Cash Management, Automated Clearing House (ACH) and Remote Deposit Capture (RDC) services, and Business Online Banking services.

 

Essential Functions:

Business Development 70%

  1. Responsible for the achievement of new sales targets and portfolio revenue growth objectives
  2. Partners with lenders and others to target and build opportunities for Treasury Management solutions
  3. Influences and enriches the sales process through industry trend analysis, product innovation, and consultative relationship reviews
  4. Executes strategic market based sales plan to target prospects and existing customers
  5. Achieves annual performance metrics for new business sales, call expectations, and retention of strategic client relationships
  6. Grows non-interest income
  7. Manages pipeline for accuracy
  8. Builds brand awareness
  9. Keep up to date with market/industry trends
  10. Develop strategic sales plans to define target markets, strategic sales approaches and provide solutions
  11. Manages time effectively to balance new and existing relationships to meet goals

Compliance/Security Requirements 20%

  1. Ensures adherence with federal and state regulations
  2. Follow regulatory requirements as it pertains to BSA/AML, Fair Lending and CRA
  3. Develops and monitors Treasury Management policies and procedures

Additional Duties and Responsibilities 10%

  1. Serves on bank committees as needed
  2. Represents Treasury Management in internal and external settings
  3. Other job related duties necessary to carry out the responsibilities of this position

 

Work Relationships and Scope:

Works regularly with clients and co-workers.  Occasional contact with trade/professional affiliations and federal/state regulatory agencies.  Works regularly with highly confidential business and client information.  Occasionally participates in bank events.

 

Performance Dimensions:

Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; excellent knowledge of bank products and services; client satisfaction with services provided; keeps Bank and client information confidential.  Demonstrates friendly and helpful approach and attitude toward internal and external clients; effectively communicates and develops good working relationships with all co-workers and clients; professional workplace appearance and conduct; honesty and integrity in all client and co-worker communications; reliability in reporting to work regularly and on time.  Understands and upholds Bank policies and procedures and applicable state and federal regulations; stays current in field and utilizes that information where practical; participates in training and appropriate professional development.  Demonstrates professionalism, commitment to the job, and loyalty to the Bank.

 

Knowledge, Skills and Abilities:

A four-year degree in finance, business or equivalent is required; advanced degree desirable.  Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred. Five years proven treasury management sales with territory management experience required.  Demonstrates superior strategic sales knowledge selling to commercial clients, high level of Treasury Management product knowledge and innovation.  Must have knowledge of credit and operational risk ability to quantify potential exposure and advise team.

 

Working Conditions: 

Work is performed largely in an office environment with minimal chance for personal injury.  Regular contact with clients and co-workers.  Occasional out-of-town and overnight business travel (air or auto) required for business and education.  Regular mental and visual concentration for computer usage required.  Regular use of telephone; frequent repetitive use of keyboard for approximately four hours per day.  Receive and provide detailed information through verbal and written communication.  Requires near, mid-range, and far vision.  Will alternate sitting, standing, and walking throughout work shift.  Bend, turn, lift and carry up to 20 pounds of documents and office supplies.  Climb stairs.  Hours of work are generally during regular business hours and average at least 40-45 hours a week.  There will be some variation in work hours due to special projects, deadlines, community events, security calls, and other concerns.

 

Equipment Used: 

Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet, and other bank specific software.  Operates core systems on Silverlake.  Utilizes a variety of office equipment including computer printer, ten-key calculator, fax, copy machine, and multi-line telephone.

 

To Apply please visit our website at https://www.wnbfinancial.com/about-us/careers

 

EEO/AA Employer/Vets/Disability

7900 International Drive, Suite 685,

Bloomington, MN 55425

Phone: 651.687.9080

Fax: 651.687.9387

info@icbm.org

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