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Hills Bank and Trust Company · 3 months ago

Treasury Management Relationship Manager

Cedar Rapids, IA

Full-time

Onsite

Mid Level

3+ years exp

Hills Bank and Trust Company is seeking a Treasury Management Relationship Manager to serve as a relationship manager with existing Treasury Management customers. This role is responsible for customer retention and growth, managing Treasury Management products and services, and enhancing customer loyalty.

Financial ServicesReal EstateVenture Capital

Responsibilities

Treasury Management Portfolio Origination/ Management: Originate deposit accounts for existing Treasury Management customers

Maintain and exceed growth and profitability goals within bank policy, as established for the position

Enhance profitability of all assigned relationships

Initiate and coordinate Relationship Reviews to expand existing customer's Treasury Management services and deposits

Provide knowledge and guidance with risks associated with Treasury Management products and services both to the bank and to the customer

Analyze financial information and collaborate with customers to establish appropriate product risk-based exposure limits

Attended to the needs of customers seeking deposits and other financial services. Provide prompt and courteous response to customer inquiries

Must ensure proper account documentation and all requisite agreements execution for Treasury Management Services

Analyze existing customers to find opportunities for revenue growth through successful retention of deposits

Increase deposits of existing customers

Cross sell products and promote Treasury Management, fee based, services to customers

Develop a business plan to seek new business from existing customers by developing internal/ external referral sources, utilizing internal lead list information, and social media sources, while following the bank's preferred "trusted advisor" sales and networking practices

Participate in the Bank's business development activities by inviting customers and attending networking events/ presentations, initiating individual and joint sales calls, and actively participating in other bank and community activities to establish connections needed to promote bank products and services

Maintain favorable customer relations and ensure prompt and courteous response to customer inquiries

Establish and maintain positive working relationships internally and externally

Provide referrals to other departments including: Commercial Lending, Mortgage Lending, Retail, and Trust and Wealth Management

Actively participate/ contribute in office and department meetings and assigned subcommittee(s) to build on the bank's customer and co-worker experience, positive culture and competitive edge

Participate in bank-hosted and bank-sponsored events, networking with guests while promoting the event, and developing and expanding personal connections

Provide leadership for at least one Bank sponsored event each year

Participate in at least 1 community organization through membership and regular attendance, networking with members to achieve organization goals, develop personal connections and promote the bank's favorable image

Serve as lead on Treasury Management service or deposit-related projects as requested

May be assigned to train existing and new Treasury Management staff

Perform other duties as assigned

Qualification

Treasury Management knowledgeCustomer relationship managementFinancial analysisBusiness developmentSales strategyCommunity involvementCustomer serviceSpreadsheet softwareWord processing softwareDatabase softwareCommunication skillsTeam collaborationProject management

Required

Bachelor's degree (B.A.) from a four-year college or university in the field of business, including specific courses in accounting, finance, and economics; or 3-5 years of customer service and banking experience; or equivalent combination of education and experience

Must have working knowledge of spreadsheet, word processing, and database software programs

Must sign a non-compete agreement

Must satisfy banking courses/ training required to satisfy regulatory requirements

Travel to customer locations and other branches will be required