KP Recruiting Group is a consulting firm that providesleadership and exceptional talent to some of the world’s leading companies.Headquartered in the Midwest, KP Recruiting Group has successfully completedcountless engagements in the United States, Europe and Latin America. Werepresent clients in all industries and all sizes. Our mission is to provideexceptional client and candidate experiences in order to get the best possibleresults. On behalf of our client, we are excited to present the following confidentialrole. We look forward to hearing from you and discussing the opportunity!

The Role:

The Senior Treasury Officer completes RFPs as designated by department manager. Trains new treasury management officers and support staff. Demonstrates comprehensive knowledge and understanding of all deposit products and services. Demonstrates deposit products and services to potential and existing customers. Provides sales support and assists associates, customers and prospective customers with deposit products and business services, such as treasury management services, lockbox service, sweep accounts and merchant services. Provides analysis of customer profitability and account penetration. Provides relationship managers with status reports on an ongoing basis. 

MAJOR RESPONSIBILITIES

• Calls upon customers regarding Bank products and services through a coordinated effort with relationship managers and branch managers.

• Understands and follows operating procedures for all business products. Provides professional sales support to all Bank areas involved with business services products.

• Analyzes business customer needs to determine competitive strategies for treasury management services. Recommends changes to facilitate customer services while increasing profitability.

• Maintains a professional appearance at all times before customers.

• Opens new business accounts when necessary to prepare and provides deposit services proposals.

• Drives to various business locations when calling upon customers.

• Provides training for staff and customers as necessary.

• Prepares and provides deposit services proposals/contracts for title companies, municipalities and government agencies.

• Demonstrates products and services to business customers, such as treasury management, on-line banking via the Internet, lockbox services and sweep accounts.

• Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.

• Participates in product development and conversions as necessary.

• Assists in product and price comparisons with competition.

• Assists with sales promotions.

• Submits to supervisor monthly activity and pipeline reports regarding sales performance.

• Works with relationship managers and branch managers to identify and resolve questionable transactions.

Requirements

• High school diploma or GED required. Undergraduate degree preferred.

• Five or more years of Treasury Management sales experience.

• Ability to open customer accounts using Bank sales new accounts software. 

• Ability to perform each duty and responsibility satisfactorily.

• Ability to utilize personal computers and Windows driven programs.

Benefits

Ourclient offers a comprehensive benefits package including:

401kMatching

Family andIndividual Insurance Packages (Health, Life, Dental, and Vision)

Paid TimeOff & Paid Holidays

Long &Short-Term Disability

IdentityTheft Plans

Retirement& Pension Plans

EmployeeAssistance Program

EmployeeReferral Program

TuitionReimbursement Programs

Advancement& Professional Growth opportunities 

ParentalLeave

& More