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Kansas Employer Treasury Management Officer in Wichita, Kansas

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/12746497

Responsibilities and Expectations

  • Treasury Management
    • Drive new sales opportunities by identifying client and prospect treasury management needs through consultative sales and relationship reviews
    • Consult with clients and prospects on the phone and in person; know their business and anticipate their treasury needs
    • Ensure SLAs are met daily and documentation is accurate
    • Resolve internal and external client issues and provide technical support for clients as needed
    • Act as liaison for all bank lines of business by providing timely communication regarding product, service and SLA changes/opportunities/challenges
    • Manage day-to-day ACH, Wire and Remote Deposit limit needs/risk assessment for clients in accordance with policies and procedures
    • Monitor and drive portfolio growth both deposit and non-interest income - by reviewing clients needs on a regular basis
    • Create, 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 banks profitability and growth by achieving goals for fee income, new deposits and growth while controlling expenses
    • Participate in outside business development opportunities and networking events

{=html} <!-- --> - Product Knowledge/Training - Stay abreast of key competitor product/service offerings in target markets, including products, features, pricing and competitive advantages/disadvantages - Provide ongoing product training to bank clients and bank personnel bank wide, including technical support, as needed - Develop 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 deposits - Understanding of credit risk, operational risk and the risk associated with treasury management products and how the risk relates to our customers and the bank.

{=html} <!-- --> - Product Development/Implementation - Partner with Treasury Management Analyst to ensure successful completion of all TM documentation and seamless onboarding experience for client - Collaborate with Treasury Services and Deposit Operations regarding product features/benefits and enhancements as necessary to remain competitive in targeted customer and geographic markets - Periodically evaluate product pricing and bundling strategies and make recommendations to Deposit Operations Manager and Treasury Management Director

{=html} <!-- --> - Marketing/Sales - Develop and implement share of wallet and onboarding strategies for new and existing small business and commercial clients - Proactively call on existing and new clients to introduce new product initiatives and schedule annual relationship reviews - Actively participate in sales meeting and calling/marketing initiatives - Develop calling/marketing program for deposit only clients and partner with other lines of business to execute

{=html} <!-- --> - Reporting/Metrics - Enter all Activities, Appointments, Incidents, etc. into Connect (CRM) for every TM client and bank interaction - Maintain and deliver accurate Treasury Management sales pipeline and closed sales reports on a timely basis through Conne ct - Support Analyst team and retail partners on Treasury Management expectations for Connect

{=html} <!-- --> - Regular and Reliable Attendance - Perform other duties as assigned or required.

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::: {align="left"} Required Skills & Education :::

  • Bachelors degree (preferred) in business, finance or related field
  • 5 or more years of Treasury Management experience
  • Extensive knowledge of banking industry
  • Previous Management experience preferred
  • Interpersonal skills commensurate with conducting external customer presentations. Excellent presentation, verbal and written communication skills
  • Excellent customer service and retention skills
  • Ability to work independently with minimal guidance takes initiative / self-starter
  • Time management skills ability to effectively manage internal/external requests, concerns and problems in a professional and timely manner
  • Ability to overcome objections
  • Proactive follow through on issues for resolution
  • Ability to relate and empathize with others
  • Proficiency in using Microsoft products Word, Excel and Power Point

::: {align="left"} Physical Requirements: :::

This position requires standing, walking, bending, and squattin