Hills Bank and Trust Company · 2 months ago
Treasury Management Sales Officer
Cedar Rapids,IA,US
Full-time
Onsite
Mid, Senior Level, Lead/Staff
8+ years expHills Bank and Trust Company is seeking a Treasury Management Sales Officer to serve as a relationship manager with key Treasury Management customers. The role involves actively soliciting and developing new business banking relationships, providing leadership, and increasing market penetration for Treasury Management products and services.
Financial ServicesReal EstateVenture Capital
Responsibilities
Work with the Treasury Management Relationship Manager to originate deposit accounts for new customers
Maintain and exceed growth and profitability goals within bank policy, as established for the position
Enhance profitability of all assigned relationships
Lead and coordinate RFP requests for Treasury Management businesses and public funds/ municipalities to obtain new relationships
Independently initiate and lead Relationship Reviews for key customers
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 manage and monitor appropriate product risk based exposure limits
Attend 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 potential markets/segments to find opportunities for revenue growth through successful prospecting and sourcing of new Treasury Management deposits and products
Increase deposits through prospecting and retention of key customers
Cross sell and promote Treasury Management, fee based, services to customers and prospects
Develop a business plan to seek new business from new and 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
Collaborate with bankers and customers at strategic levels to proactively provide essential Treasury Management solutions with a consultative and customer driven framework
Drive the Bank's business development strategy 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
Lead and/or provide leadership 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 several Bank hosted/ sponsored events 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
Help lead, develop and support team members. May be assigned to train, monitor and assist in managing staff
Perform other duties as assigned
Qualification
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 8-10 years of banking experience and/or training; or equivalent combination of education and experience
Must have working knowledge of spreadsheet, word processing, and database software programs
Strong creative solution and problem-solving abilities
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
Preferred
Certified Treasury Professional (CTP) designation preferred
Benefits
Comprehensive and competitive benefits package
Taking care of our employees
Company
Hills Bank and Trust Company
Hills Bank and Trust Company is a banking firm that offers banking, real estate lending, and notary services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Lisa Shileny
President and Chief Executive Officer
Recent News
Corridor Business Journal
2024-10-17
Company data provided by crunchbase