This role has the opportunity to work hybrid. During the interview process, our Talent Acquisition Team will share additional details with you.
Responsibilities:
Responsible for meeting annual goals and sales activity by developing and executing a market strategy and plan to generate new NIB deposits & Treasury fee income
Develop a strong networking circle to grow, develop and retain new profitable relationships
Meet with bankers and other front-line employees to review portfolios and pipelines to identify new sources for NIB deposits and Treasury fee income
Plan regular calls on prospects through individual calling efforts, joint calling efforts with bankers, referrals and other contacts to discuss needs, recommend ways in which the bank can serve their needs, generate new NIB deposits and Treasury fee income
Compensated on fee income growth, NIB deposit growth and client retention
Prepare and deliver sales presentations, pricing and cost analysis
Demonstrate strong knowledge of treasury solutions platform and educate prospective clients on the features, benefits and value propositions related to each solution
Develop an understanding of other product offerings within and across divisional boundaries in order to help position solutions to new and existing customers
Generate and/or support new ideas for treasury products and services
Monitor and enforce compliance with operational, regulatory and fraud policies to mitigate risk
Manage a portfolio of Treasury clients focusing on growth, retention and identifying other revenue levers that can increase fee income and profitability
Limited client service accountability while using experience and situation to determine level of engagement on issues
Responsible for annual market planning in concert with bankers, Core TSO and TSA
Coordinate calling efforts with Core (virtual) TSO assigned to the portfolio to optimize client touches leading to greater client retention and new product adoption
Responsible for leading price increase efforts or other wholesale portfolio initiatives driven at bank level
Utilizing TSO capacity where 70% of time is conducting revenue generating tasks (calling, market planning, call planning, price increases, other)
Qualifications:
Education Requirements
Bachelor's degree in Marketing, Finance, Accounting or Business
Minimum Experience
Preferred 10+ years of sales and relationship management experience as a trusted advisor to commercial customers in the range of 5MM - 500MM in annual revenues.
Licenses and Certifications
CTP (Certified Treasury Professional) accreditation preferred
Knowledge/ Skills/ Abilities
Excellent knowledge of overall banking services and operations with a specific focus on Treasury Management products, systems, operations, and customer service
Strong client facing skills; able to clearly communicate and influence clients and business partners
Self-starter, high-speed routines, and strong sense of urgency
Ability to complete a minimum of 15-20 in-person calls per month
Excellent communication skills with clients and internal business partners, both verbal and written
Ability to independently grow relationships, identify and pursue new revenue opportunities
Ability to independently navigate and meet deadlines in a large complex environment
Strong organizational and time management skills are required
Strong proficiency in the use of Microsoft office products (Excel, Word, Outlook, PowerPoint)
Team focused with strong collaboration skills with immediate team or adjacent functions (implementations, client service)
Individual leadership skills demonstrating the ability to embrace change, assist others, pivot quickly as required by strategic shifts in market approach
Highly responsive to client needs or inquiries, warm transitioning clients to the right areas to receive immediate support
Travel required as necessary
Job Details:
RegularIn accordance with Colorado law: Colorado pay for this position is anticipated to be between $100,000.00 - $190,000.00 annually, actual offers to be determined based on applicant's skills, experience and education.While the anticipated deadline for the job posting is 04-11-2024, we encourage you to submit your application as we may still consider qualified candidates beyond this date.To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.