What are the responsibilities and job description for the Treasury Management Solutions Officer 3 (On-Site) position at Community Bank, N.A.?
Overview
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
The Treasury Management Solutions Officer 3 is responsible for marketing the Treasury Management products to current and prospective customers of the bank; developing ongoing partnerships with various lines of business and ensuring that sales market goals are achieved; training of Treasury management products to various bank departments including branch and commercial; assessing customer needs and creating appropriate recommendations of products as well as negotiating appropriate pricing structure for competitive bidding and bank profitability. Managing individual regional market Treasury Management customer base and assess regional competition. Assist department manager in training and support of the duties of Treasury Management Officer 1. Lead designated department project initiatives as assigned.
Essential Duties
As an integral member of the Treasury Management Department, this position is responsible to assist the Bank and the Department in achieving goals.
Qualifications
Education, Training and Requirements:
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $80,000.00/Yr.
Maximum
USD $139,633.00/Yr.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
The Treasury Management Solutions Officer 3 is responsible for marketing the Treasury Management products to current and prospective customers of the bank; developing ongoing partnerships with various lines of business and ensuring that sales market goals are achieved; training of Treasury management products to various bank departments including branch and commercial; assessing customer needs and creating appropriate recommendations of products as well as negotiating appropriate pricing structure for competitive bidding and bank profitability. Managing individual regional market Treasury Management customer base and assess regional competition. Assist department manager in training and support of the duties of Treasury Management Officer 1. Lead designated department project initiatives as assigned.
Essential Duties
- Markets Treasury Management products to current and prospective commercial customers of the bank.
- Develops and fosters ongoing partnerships with various lines of business and ensures that sales marketing goals are achieved.
- Train various department on Treasury management products, policy and procedures, and sales tactics
- Develop high level customer presentations for prospects, existing customers and large request for proposals.
- Assesses customer needs and recommends appropriate products.
- Coordinate meetings and presentations with customers and bank staff.
- Analyzes and evaluates potential solutions through a cost benefit analysis.
- Essential to fostering and maintaining commercial customer relationships.
- Recommends pricing structure and negotiation of Treasury management product fees through profitability assessment and product models.
- Coordinates the implementation and training of Treasury management services for the customer.
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations application to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific training requirements in a timely fashion.
- Reporting sales number and activity reports
- Responsible to look for opportunities to increase profitability and sales
- Research and development of new product offerings and assessment of regional competitive information.
- Aide Treasury Management Officer 1s in all duties above
- Lead department initiatives as assigned by department manager
As an integral member of the Treasury Management Department, this position is responsible to assist the Bank and the Department in achieving goals.
Qualifications
Education, Training and Requirements:
- Bachelor’s Degree or equivalent; specializing in banking and sales training.
- All applicants must be 18 years of age or older.
- Expert interpersonal and leadership skills; Superior verbal/written communication and presentation skills; thorough proficiency of the bank’s deposit/ and account analysis system; Superior proficiency with Power Point, Word Excel, and Adobe Products; valid drivers’ license. Ability to adapt to change, excellent multi-tasking, problem solving and decision making skills. Self-starter.
- Minimum of 7 years’ sales experience with at least 3 in the Treasury management area.
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $80,000.00/Yr.
Maximum
USD $139,633.00/Yr.
Salary : $80,000 - $139,633