What are the responsibilities and job description for the Treasury Management Business Development Officer position at LANDMARK CREDIT UNION?
At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
NATURE AND SCOPE
This position reports to the VP, Treasury Management Manager. The Treasury Management Business Development Officer (TMBDO) will work Independently and with Commercial Banking to identify businesses with Treasury Management needs, and educate external businesses about the Treasury Management products and services that Landmark Credit Union offers. A successful candidate must have sales experience and knowledge across treasury management tools and products, general business banking and deposit product solutions and online business banking platforms. The TMBDO will play a vital role in the sales and implementation of Treasury Management depository products and services. This person will work closely with multiple departments across Landmark Credit Union as a subject matter expert.
REQUIREMENTS
1. Bachelor’s degree in related field preferred with a minimum of 5 years of banking experience in Business Banking, Cash Management or Treasury Management. Equivalent combination of education and experience will be considered.
2. Certified Treasury Professional (CTP) designation a plus.
3. Demonstrated knowledge of Treasury Management solutions, and well versed in products that support businesses with automation, account reconciliation, and efficiencies gained by implementing banking technology.
4. Ability to independently generate Treasury Management leads and prospects.
5. Ability to clearly understand and articulate client needs, resulting in delivering solutions.
6. Proficient in Microsoft Office Suite, including PowerPoint for presentations.
7. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
8. Must possess excellent oral and written communication skills, problem solving skills, organizational skills, negotiation skills and the ability to work independently.
9. Proven ability to independently organize work, balance multiple priorities and manage a variety of duties in a high-volume work environment with strong attention to detail.
10. Must develop a thorough understanding of company policies and procedures as they relate to the position; must understand and comply with all job-related state and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES
1. Identify new treasury management relationships externally as well as internally.
2. Produce a proposal with an analysis statement review and competitive treasury management pricing/products/services.
3. Cross-sell treasury management products and bring new ideas to existing clients.
4. Retain and deepen existing Member relationships.
5. Communicate expectations and timelines effectively when onboarding new clients or new products.
6. Review and recommend business deposit products and treasury management services based on current and emerging industry trends.
7. Perform annual reviews and risk assessments for remote deposit capture, wire and ACH relationships.
8. Participate in analysis comparison, sales direction and business prospect and member meetings.
9. Conduct benchmarking analysis and make recommendations for rates and product features.
10. Other duties as assigned.
EEO/Veterans/Disabled
NATURE AND SCOPE
This position reports to the VP, Treasury Management Manager. The Treasury Management Business Development Officer (TMBDO) will work Independently and with Commercial Banking to identify businesses with Treasury Management needs, and educate external businesses about the Treasury Management products and services that Landmark Credit Union offers. A successful candidate must have sales experience and knowledge across treasury management tools and products, general business banking and deposit product solutions and online business banking platforms. The TMBDO will play a vital role in the sales and implementation of Treasury Management depository products and services. This person will work closely with multiple departments across Landmark Credit Union as a subject matter expert.
REQUIREMENTS
1. Bachelor’s degree in related field preferred with a minimum of 5 years of banking experience in Business Banking, Cash Management or Treasury Management. Equivalent combination of education and experience will be considered.
2. Certified Treasury Professional (CTP) designation a plus.
3. Demonstrated knowledge of Treasury Management solutions, and well versed in products that support businesses with automation, account reconciliation, and efficiencies gained by implementing banking technology.
4. Ability to independently generate Treasury Management leads and prospects.
5. Ability to clearly understand and articulate client needs, resulting in delivering solutions.
6. Proficient in Microsoft Office Suite, including PowerPoint for presentations.
7. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
8. Must possess excellent oral and written communication skills, problem solving skills, organizational skills, negotiation skills and the ability to work independently.
9. Proven ability to independently organize work, balance multiple priorities and manage a variety of duties in a high-volume work environment with strong attention to detail.
10. Must develop a thorough understanding of company policies and procedures as they relate to the position; must understand and comply with all job-related state and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES
1. Identify new treasury management relationships externally as well as internally.
2. Produce a proposal with an analysis statement review and competitive treasury management pricing/products/services.
3. Cross-sell treasury management products and bring new ideas to existing clients.
4. Retain and deepen existing Member relationships.
5. Communicate expectations and timelines effectively when onboarding new clients or new products.
6. Review and recommend business deposit products and treasury management services based on current and emerging industry trends.
7. Perform annual reviews and risk assessments for remote deposit capture, wire and ACH relationships.
8. Participate in analysis comparison, sales direction and business prospect and member meetings.
9. Conduct benchmarking analysis and make recommendations for rates and product features.
10. Other duties as assigned.
EEO/Veterans/Disabled
Benefits:
Health Insurance, 401K Plan, Pension Plan