State Bank · 3 months ago
Treasury Management Officer
Edgerton, OH
Full-time
Onsite
Mid Level
3+ years expState Bank is seeking a Treasury Management Officer to identify sales opportunities within their Treasury Management area. The role involves achieving sales goals, developing client relationships, and providing comprehensive Treasury Management solutions based on client needs.
BankingCommercial LendingConsumer LendingFinanceFinancial Services
Responsibilities
Responsible for identifying sales opportunities for the Bank’s Treasury Management area; achieving goals as assigned; communicating with appropriate management and staff personnel; providing periodic reports
Identifies sales opportunities for the Bank’s Treasury Management Services area as follows:
Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis; this activity to be integrated with the Bank’s annual marketing/sales plan
Participate in independent and/or joint calling with business partners (Regional Leaders, Commercial Lenders, Small Business Lenders, Retail, Wealth Management and Private Banking) to develop prospects for sale of Treasury Management services such as online banking, remote deposit capture, positive pay, merchant services, etc
Solicits new Treasury Management business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities
Develops, proposes and professionally presents comprehensive Treasury Management solutions based on client needs and objectives
Participates in the development and promotion of new Treasury Management products
Works with the Director of Treasury Management to increase Treasury Management clients and balances; jointly monitors Treasury Management services
Works with the Director of Treasury Management and Information Technology personnel to identify new and emerging information technologies to be assimilated, integrated, and introduced within the Bank which will significantly impact the deposit services function
Educates business partners in assigned region(s) in the knowledge and use of Treasury Management services. Assists them with pre-qualifying prospects with Treasury Management needs
Achieve goals assigned to the Director of Treasury Management as established in the Division's annual operating plan
Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; complies information as necessary or as directed and provides date to appropriate bank personnel
Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within give time frames and within established policy
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc
Communicates with the Director of Treasury Management, other department managers, and appropriate staff personnel in order to integrate goals and activities
Provides periodic reports to the Director of Treasury Management and other groups as required throughout the bank
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual or departmental circumstances
Qualification
Required
A B.S. or B.A. degree in related field of study, or specialized banking education and training in related field preferred
A minimum of three (3) years' related experience normally required
Preferred
Proficient reading, writing, grammar, and mathematics skills
Proficient interpersonal relations, communicative, and sales skills
A thorough knowledge of bank deposit services and deposit services software programs
Valid driver's license
Visual and auditory skills
Company
State Bank
Headquartered in Defiance, Ohio, SB Financial Group, Inc.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Anthony Cosentino
Executive Vice President, Chief Financial Officer
Amy Hoffman
SVP, Chief Credit Officer
Recent News
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