Apply on Employer Site

Lincoln Savings Bank · 3 months ago

Treasury Management Officer - Clive, Ankeny, or Des Moines, IA

Clive, IA

Full-time

Onsite

Mid Level

3+ years exp

Lincoln Savings Bank is a financial institution seeking a Treasury Management Officer. The role involves providing support and service for Treasury Management clients, identifying and selling treasury management products, and ensuring client retention through superior service.

BankingFinanceFinancial Services

Responsibilities

Provides support and service for new and existing Treasury Management clients

Identifies, analyzes, sells, and supports treasury management products and services to targeted prospective corporate clients and existing clients

Identifies product improvements or new products based on client needs, industry trends, market activities and competitors

Solidifies client retention by providing a superior level of client service

Follows standard Treasury Management practices & procedures

Qualification

Treasury Management ExperienceBankingFinancial ExperienceSales TechniquesData AnalysisMicrosoft OfficeCustomer Service SkillsCommunication Skills

Required

Minimum 3 years of prior banking and financial industry experience

Excellent verbal, written communication and customer service skills

Knowledge of sales techniques and principles to effectively market treasury management services

Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify sales opportunities and formulate conclusions and recommended actions

Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)

This role may require company travel and you will need to have a valid driver's license and means of transportation for all business travel for Lincoln Savings Bank