What are the responsibilities and job description for the Treasury Management Officer I, II, III or IV - Omaha position at Bankers Trust Company?
There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.
This position will be hired at level I, II, III or IV depending on experience.
Job Summary:
The Treasury Management Officer (TMO) provides sales and service of non-credit Treasury Services business solutions to customers and prospects utilizing a consultative sales and relationship management approach. This position will participate as the Treasury Services liaison for various product and repricing committees as assigned.
Primary Functions and/or Responsibilities:
- Manages customer portfolios
- Represents the Treasury Management Department on various product and re-pricing committees as assigned
- Performs sales and service of Business Services products to existing customers and prospects
- Supports other bank officers with customers, prospecting, proposals, and referrals
- Performs other duties as assigned
Education and/or Experience:
TMO Level I:
- BA/BS degree in a business related field preferred
- At least one year of experience required or equivalent combination of education and experience
- Sales experience with consultative selling skills preferred
TMO Level II:
- BA/BS degree in business-related field preferred
- At least three years of experience in Treasury services area required, or equivalent combination of education and experience
- Sales experience with consultative selling skills required
- Certified Treasury Professional Certification (CTP) desired
TMO Level III:
- BA/BS in business-related field preferred, or equivalent combination of education and experience
- At least eight years of Treasury Services experience required
- Sales experience with consultative selling skills required
- Certified Treasury Professional Certification (CTP) required or to be obtained within first 12 months of employment
TMO Level IV:
- BA/BS in business-related field preferred, or equivalent combination of education and experience
- At least ten years of Treasury Services experience required
- Sales experience with consultative selling skills required
- Certified Treasury Professional Certification (CTP) or a demonstrated track record of progressively responsible experience in treasury, cash management, and financial operations is required. Candidates without the CTP designation may qualify based on substantial experience and a proven ability to deliver results across a diverse portfolio of responsibilities.
Specific Skills, Knowledge & Abilities:
- Thorough knowledge and understanding of banking and Business Services products and services
- Knowledge of banking deposit operations processing
- Sales and negotiation skills
- Strong knowledge of bank regulations
Benefits
- Group Health, Dental, and Vision Insurance
- Generous Paid Time Off (PTO)
- Volunteer Time Off (VTO)
- 401(k) plan with lucrative company match
- Tuition assistance
- Company Paid Life Insurance
- Paid Parental Leave
- Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
- Team Member Banking - a suite of products and services with special benefits for employees
EQUAL OPPORTUNITY EMPLOYER
“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”