Treasury Management Specialist - Macon

Summary

Under limited supervision, drive the growth of Revenue and Deposits within the Treasury Services of the bank through advising on serving new and existing treasury management services to clients, and through the establishment of new relationships. This includes providing top quality service to clients, acting as a key communication liaison between clients and the bank, and providing critical documentation and organizational support to the team.

Essential Functions

• Manage a portfolio of treasury management clients and execute a strategy to retain and further penetrate existing relationships.
• Manage the treasury management needs of an assigned portfolio of lending clients and work closely with local markets to meet jointly identified goals.
• Performs regular account relationship reviews for new and existing clients.
• Drive growth of revenue and profitability through serving as a trusted advisor and subject matter expert to current and prospective customers, offering a full suite of depository and treasury management services.
• Meet with market teams and Chief Deposit Officer as needed to provide updates on shared relationships and determine future strategies.
• Work closely with the Treasury Services Team, Deposit Operations, and Branch teams to coordinate the servicing and implementation for new services provided to existing and new clients.
• Understand and be able to install, implement, and train Treasury products and services at the customer location as needed. Serve as the first point of contact for the coordination of installation, implementation, and training of products and services.
  
  

Required Education, Experience And Skills

• Bachelor's degree in business or finance with sales and marketing emphasis or comparable knowledge gained from practical experience.
• Minimum of three years' experience in banking or serving as a client advisor.
• General knowledge of business deposit products and services.
• Must have high level of professionalism.
• Demonstrates consistent and effective negotiation and teaching skills.
• Work well within a team environment and collaborate closely with internal partners to deliver customer solutions.
• Strong affinity for technology, especially emerging payments technology, as well as expertise in PC and Office applications.
• Strong analytical, negotiation, and problem-solving skills.
• Excellent verbal and written communication skills.
• Must have strong presentation skills.
• Ability to work independently and meet prescribed deadlines.
• Valid driver's license, access to an automobile and ability to travel regionally as required by territory.
  
  

Position Specific Competencies

• Teamwork & Cooperation- Excellent team player who creates synergy and greatly enhances productivity. Facilitates teamwork, collaboration, and cooperation in all group relationships.
• Productivity- Consistently produces a very high volume of work. Uses company time and resources extremely optimally and meets schedules and deadlines.
• Dependability- Always completes assignments timely and thoroughly. Frequently works beyond expectations demonstrating exceptional initiative.
• Problem Solving- The overall ability to supervise and direct people and/or resources to meet department goals. The level at which one is able to motivate people, plan and prioritize unit operations, respond to changing conditions, and manage costs effectively.
• Attention to Detail- Accuracy and attention to detail are exceptional. Assignments are completed carefully and in full accordance with specific instructions. Exceptional quality standards are maintained in the recording of numerical data and organizational information. Grammar, spelling, and punctuation are excellent.
  
  

Physical Requirements

• Must be capable of operating all types of office equipment including computer, copy machine, fax and telephone.
  
  

EQUIPMENT USED

Computer, telephone, fax machine, scanner, copier, printer, encoder, and others.

SUPERVISORY REQUIREMENTS: None

WORKING CONDITIONS

• Requires contact with the general public.
• Will require travel to other offices to provide assistance or attend meetings. Also, travel for seminars and training, client presentations, and implementations.
  
  

The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.

This job description is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.