Kansas Action for Children, Inc
Treasury Management Officer
Kansas Action for Children, Inc, Little Rock, Arkansas, United States,
Job Description
Responsibilities and Expectations
Treasury Management
Drive new sales opportunities by identifying client and prospect treasury management needs through consultative sales and relationship reviewsConsult with clients and prospects on the phone and in person; know their business and anticipate their treasury needsEnsure SLA’s are met daily and documentation is accurateResolve internal and external client issues and provide technical support for clients as neededAct as liaison for all bank lines of business by providing timely communication regarding product, service and SLA changes/opportunities/challengesManage day-to-day ACH, Wire and Remote Deposit limit needs/risk assessment for clients in accordance with policies and proceduresMonitor and drive portfolio growth – both deposit and non-interest income - by reviewing client’s needs on a regular basisCreate, support and oversee annual relationship reviews in partnership with lead officer assigned to account (i.e. Lender, Bank Manager, and/or Market President)Contribute to the bank’s profitability and growth by achieving goals for fee income, new deposits and growth while controlling expensesParticipate in outside business development opportunities and networking events
Product Knowledge/Training
Stay abreast of key competitor product/service offerings in target markets, including products, features, pricing and competitive advantages/disadvantagesProvide ongoing product training to bank clients and bank personnel bank wide, including technical support, as neededDevelop full and detailed knowledge of all lines of business. Become a champion for creating opportunities to refer clients to Wealth Management, Private Banking, Mortgage, Consumer and Commercial Lending, Retail accounts, as well as attract depositsUnderstanding of credit risk, operational risk and the risk associated with treasury management products and how the risk relates to our customers and the bank.
Product Development/Implementation
Partner with Treasury Management Analyst to ensure successful completion of all TM documentation and seamless onboarding experience for clientCollaborate with Treasury Services and Deposit Operations regarding product features/benefits and enhancements as necessary to remain competitive in targeted customer and geographic marketsPeriodically evaluate product pricing and bundling strategies and make recommendations to Deposit Operations Manager and Treasury Management Director
Marketing/Sales
Develop and implement “share of wallet” and “onboarding” strategies for new and existing small business and commercial clientsProactively call on existing and new clients to introduce new product initiatives and schedule annual relationship reviewsActively participate in sales meeting and calling/marketing initiativesDevelop calling/marketing program for “deposit only” clients and partner with other lines of business to execute
Reporting/Metrics
Enter all Activities, Appointments, Incidents, etc. into Connect (CRM) for every TM client and bank interactionMaintain and deliver accurate Treasury Management sales pipeline and closed sales reports on a timely basis through ConnectSupport Analyst team and retail partners on Treasury Management expectations for Connect
Regular and Reliable AttendancePerform other duties as assigned or required.Required Skills & Education
Bachelor’s degree (preferred) in business, finance or related field5 or more years of Treasury Management experienceExtensive knowledge of banking industryPrevious Management experience preferredInterpersonal skills commensurate with conducting external customer presentations. Excellent presentation, verbal and written communication skillsExcellent customer service and retention skillsAbility to work independently with minimal guidance – takes initiative / self-starterTime management skills – ability to effectively manage internal/external requests, concerns and problems in a professional and timely mannerAbility to overcome objectionsProactive follow through on issues for resolutionAbility to relate and empathize with othersProficiency in using Microsoft products – Word, Excel and Power PointPhysical Requirements:
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.Work Environment:
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.Who We Are:
Equity Bank, a full-service, $5 billion community bank, is based in Wichita, Kansas, with 70 bank offices throughout Kansas, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
#J-18808-Ljbffr
Responsibilities and Expectations
Treasury Management
Drive new sales opportunities by identifying client and prospect treasury management needs through consultative sales and relationship reviewsConsult with clients and prospects on the phone and in person; know their business and anticipate their treasury needsEnsure SLA’s are met daily and documentation is accurateResolve internal and external client issues and provide technical support for clients as neededAct as liaison for all bank lines of business by providing timely communication regarding product, service and SLA changes/opportunities/challengesManage day-to-day ACH, Wire and Remote Deposit limit needs/risk assessment for clients in accordance with policies and proceduresMonitor and drive portfolio growth – both deposit and non-interest income - by reviewing client’s needs on a regular basisCreate, support and oversee annual relationship reviews in partnership with lead officer assigned to account (i.e. Lender, Bank Manager, and/or Market President)Contribute to the bank’s profitability and growth by achieving goals for fee income, new deposits and growth while controlling expensesParticipate in outside business development opportunities and networking events
Product Knowledge/Training
Stay abreast of key competitor product/service offerings in target markets, including products, features, pricing and competitive advantages/disadvantagesProvide ongoing product training to bank clients and bank personnel bank wide, including technical support, as neededDevelop full and detailed knowledge of all lines of business. Become a champion for creating opportunities to refer clients to Wealth Management, Private Banking, Mortgage, Consumer and Commercial Lending, Retail accounts, as well as attract depositsUnderstanding of credit risk, operational risk and the risk associated with treasury management products and how the risk relates to our customers and the bank.
Product Development/Implementation
Partner with Treasury Management Analyst to ensure successful completion of all TM documentation and seamless onboarding experience for clientCollaborate with Treasury Services and Deposit Operations regarding product features/benefits and enhancements as necessary to remain competitive in targeted customer and geographic marketsPeriodically evaluate product pricing and bundling strategies and make recommendations to Deposit Operations Manager and Treasury Management Director
Marketing/Sales
Develop and implement “share of wallet” and “onboarding” strategies for new and existing small business and commercial clientsProactively call on existing and new clients to introduce new product initiatives and schedule annual relationship reviewsActively participate in sales meeting and calling/marketing initiativesDevelop calling/marketing program for “deposit only” clients and partner with other lines of business to execute
Reporting/Metrics
Enter all Activities, Appointments, Incidents, etc. into Connect (CRM) for every TM client and bank interactionMaintain and deliver accurate Treasury Management sales pipeline and closed sales reports on a timely basis through ConnectSupport Analyst team and retail partners on Treasury Management expectations for Connect
Regular and Reliable AttendancePerform other duties as assigned or required.Required Skills & Education
Bachelor’s degree (preferred) in business, finance or related field5 or more years of Treasury Management experienceExtensive knowledge of banking industryPrevious Management experience preferredInterpersonal skills commensurate with conducting external customer presentations. Excellent presentation, verbal and written communication skillsExcellent customer service and retention skillsAbility to work independently with minimal guidance – takes initiative / self-starterTime management skills – ability to effectively manage internal/external requests, concerns and problems in a professional and timely mannerAbility to overcome objectionsProactive follow through on issues for resolutionAbility to relate and empathize with othersProficiency in using Microsoft products – Word, Excel and Power PointPhysical Requirements:
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.Work Environment:
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.Who We Are:
Equity Bank, a full-service, $5 billion community bank, is based in Wichita, Kansas, with 70 bank offices throughout Kansas, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
#J-18808-Ljbffr