About this role
Role Overview
- Work with the Deposit and Payment Solutions (DPS) Relationship Managers to manage assigned commercial customer relationships for Impact Finance and Commercial Real Estate.
- Direct customer interface functioning as liaison with various Bank departments.
- Analyzing financial data.
- Assisting Deposit Relationship Manager in preparing proposals.
- Identifying customer needs and making appropriate referrals.
- Ensuring accurate and thorough account and product implementation.
- Assisting in training process of new clients / products.
Requirements
- Bachelor's degree, or equivalent work experience
- Seven or more years of depository or treasury management experience
- Thorough knowledge of deposit products and treasury management services
- Strong attention to detail, follow-through and initiative
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to identify and resolve/escalate complex problems with minimal guidance
- Excellent presentation, verbal and written communications skills
- Strong analytical and problem-solving skills
- Excellent customer service skills
- Excellent computer skills, especially Microsoft Word, Excel and PowerPoint
- Certified Treasury Professional accreditation is preferred
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law