SVP/Treasury Management Team Lead

This position manages the Treasury Management team and functions as a senior-level Treasury Management Officer.  This position requires strong leadership skills and the ability to execute our vision.  This position effectively sells and cross sells commercial treasury management products and services for Bell Bank. This position has a thorough understanding and knowledge of all treasury management systems and related products and must be able to communicate and sell the features and benefits to Bell Bank employees and business clients.  Individually drive additional deposits and fee income.

 

Primary Duties

 

Treasury Management Team Leader:

• Lead and manage the Treasury Management team to achieve annual goals.
• Lead sales meetings for Regional Treasury Management team.
• Mentor Treasury Management team members and develop career paths to achieve their long-term goals.
• Lead by example to drive additional deposits and fee income for region. Coach team members to follow suit.
• Conduct regular 1:1’s and performance reviews for team members.
• Approve time cards, vacation requests and expense reports for Treasury Management team members.
• Provide the Treasury Management Sales Director with updates on the Treasury Management team’s progress and activities.
• Assist with recruiting new employees and seek out top talent in the market.
• Assist and potentially lead Treasury Management projects as assigned.
• Perform other duties as assigned.
• Demonstrated ability to influence others without authority.
• Handles feedback and direction from supervisors in a professional and respectful manner.
• Able to effectively communicate concerns with supervisors in a constructive and professional manner.
• Always demonstrate a coachable attitude towards company vision and goals.

Treasury Management Officer:

• Work individually and with bankers to develop prospects for new business through the sale of Treasury Management solutions designed to meet client needs.
• Develop and maintain Centers of Influence (COI’s) within the industry.
• Prepare sales presentations providing a comprehensive solution for clients’ Treasury Management needs.
• Keep informed of current market trends in the Treasury Management field. This includes having a thorough understanding of today’s competitive landscape related to product and pricing.
• Provide client feedback and input regarding new product development, enhancements and modifications as they arise.
• Set up and effectively conduct training sessions or product demonstrations in-person as requested.
• Work closely with the Treasury Management Analyst and related support areas of the bank as needed in order to meet customer expectations.
• Work on projects and initiatives as assigned.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Job Skills Required:

• B.A. in Business Administration, Finance, or related field and/or related work experience.
• Ten or more years of treasury sales or commercial banking experience.
• Demonstrated expertise in sales and business development as this position will be expected to consistently call on existing and prospective clients outside the bank.
• Strong organization, interpersonal, verbal and written communication skills.
• Detail-oriented and able to complete and prioritize projects with minimal supervision.
• Effective time management and organizational skills