Morris Bank · 1 day ago
Treasury Management Specialist - Macon
Morris Bank is seeking a Treasury Management Specialist to drive the growth of Revenue and Deposits within their Treasury Services. The role involves managing a portfolio of treasury management clients, providing top-quality service, and acting as a key communication liaison between clients and the bank.
BankingFinanceFinancial Services
Responsibilities
Manage a portfolio of treasury management clients and execute a strategy to retain and further penetrate existing relationships
Manage the treasury management needs of an assigned portfolio of lending clients and work closely with local markets to meet jointly identified goals
Performs regular account relationship reviews for new and existing clients
Drive growth of revenue and profitability through serving as a trusted advisor and subject matter expert to current and prospective customers, offering a full suite of depository and treasury management services
Meet with market teams and Chief Deposit Officer as needed to provide updates on shared relationships and determine future strategies
Work closely with the Treasury Services Team, Deposit Operations, and Branch teams to coordinate the servicing and implementation for new services provided to existing and new clients
Understand and be able to install, implement, and train Treasury products and services at the customer location as needed. Serve as the first point of contact for the coordination of installation, implementation, and training of products and services
Qualification
Required
Bachelor's degree in business or finance with sales and marketing emphasis or comparable knowledge gained from practical experience
Minimum of three years' experience in banking or serving as a client advisor
General knowledge of business deposit products and services
Must have high level of professionalism
Demonstrates consistent and effective negotiation and teaching skills
Work well within a team environment and collaborate closely with internal partners to deliver customer solutions
Strong affinity for technology, especially emerging payments technology, as well as expertise in PC and Office applications
Strong analytical, negotiation, and problem-solving skills
Excellent verbal and written communication skills
Must have strong presentation skills
Ability to work independently and meet prescribed deadlines
Valid driver's license, access to an automobile and ability to travel regionally as required by territory
Company
Morris Bank
Morris Bank operates as a state-chartered commercial bank that offers banking and practical financial solutions.
Funding
Current Stage
Growth StageTotal Funding
$15M2020-07-29Series Unknown· $15M
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