Mascoma Bank · 1 month ago
Treasury and Business Services Officer II
Keene, NH
Full-time
Hybrid
Senior Level, Lead/Staff
$82K/yr - $107K/yr
10+ years expMascoma Bank is looking for a Treasury & Business Services Officer II to join their Retail team in Southern New Hampshire. The role involves selling the Bank's depository and treasury management services, focusing on customer retention, and preparing sales presentations to strengthen client relationships.
Financial Services
Responsibilities
Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive treasury and cash management solutions
Call on new and existing commercial and municipal clients to develop and close treasury and cash management sales business
Develop and present treasury management sales proposals and pricing proformas for prospective and existing clients to further develop and strengthen business relationships
Conduct annual treasury and cash management reviews and risk assessments for top tier commercial and municipal clients
Maintain up to date and thorough knowledge of treasury sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements
Serve as the internal Bank expert treasury management products, services, and trends and delivers internal presentations to team and management
Actively participates in sales meetings, joint call planning and prospect development, in partnership with region’s commercial lending, wealth management and branch calling officers
Prepare contracts and implementation documentation, in accordance with all account opening, account ownership verification and cash management services set-up processes; reviews and checks documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements
Provides an exceptional level of quality service for internal and external customers
Adheres to and upholds all written policies and procedures of the Bank, including BSA/CIP and OFAC monitoring and reporting, security, operation, and personnel policies
Qualification
Required
Bachelor's degree, or equivalent work experience
10 or more years of sales experience in the commercial banking industry
Expert sales and new business development skills
Excellent customer service/relations skills
History of meeting and exceeding deposit and revenue goals
Proven ability to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers, and coworkers, and work effectively as a team member
Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide information, data, advice, and solutions, as well as gain trust and respect
Excellent listening, verbal, written and business communication skills, delivered in person, via phone or email, including effective questioning strategies, and negotiations skills
Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments and meet deadlines in a timely manner
Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail
Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly
Must maintain confidentiality and privacy
Professional appearance; grooming and dress consistent with MB appearance policy
Preferred
CTP strongly preferred
Benefits
Comprehensive health care, dental care, and vision.
401(K) Program: 4% safe harbor employer match on top of 5% non-elective contributions following one year of service.
Generous PTO starting at 22 days per year, not including 11 paid holidays and 16 hrs. of Volunteer Time Off.
Tuition Reimbursement.
Student Loan Paydown and so much more!
Company
Mascoma Bank
Mascoma Bank is a mutually owned bank and not for sale.
Founded in 2013Bethel, Vermont, USA
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$65M2020-07-22Grant· $65M
Leadership Team
Ryan Bishop
SVP, Managing Director, Mascoma Community Development
Recent News
2026-01-08
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