Cash Management Relationship Officer

Title:Cash Management Relationship Officer
Post Date:06/28/17
Location:Lynnwood, WA
Details:The Cash Management Relationship Officer responsible for effectively selling the Bank’s depository and cash management services to existing and prospective clients, either in conjunction with commercial, business banking or on an individual basis, achieving fee income, deposit goals and solidifying customer retention efforts by providing a superior level of relationship management and customer service in accordance with the Heritage Bank’s Mission, Vision and Values.
Qualifications:High School diploma or equivalent, required; Associates degree or higher in Business, Marketing, Sales or relevant discipline – preferred.
•3+ years recent experience in cash management sales and relationship/portfolio management with proven business development and closing new sales in a commercial banking environment – required; equivalent combination of education and/or experience may be considered.
•CTP (Certified Treasury Professional) and/or AAP (Accredited ACH Professional) certification – preferred.
•Proven track record for developing new sales, closing sales and achieving annual objectives for cash management sales goals, fee income generation (Non-II), cross sales and referrals.
•Provides an exceptional level of quality service for internal and external customers and responds to customers' needs, questions and concerns in an accurate, effective, and timely manner.
•Ability to thoroughly assess customer needs and understand customer requirements, and translate into sales deliverables across a wide array of cash management products and technologies.
•Proven ability to develop and maintain open, professional, positive and productive relationships; demonstrate cooperative behavior with management, business partners, customers and co-workers, and work effectively as a team member.
•Detailed functional and technical knowledge of existing and developing cash management services, documentation and internet technologies.
•In-depth working knowledge of all products, services and programs; with demonstrated sales and business development skills.
•Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide information, data, advice and solutions, as well as gain trust and respect.
•Excellent listening, verbal, written and business communication skills, delivered in person, via phone or email, including effective questioning strategies, negotiations skills, presentation techniques and training delivery skills; with the ability to read, write, speak and understand English well.
•Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments and meet deadlines in a timely manner.
•Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail; while understanding the necessity for communicating and coordinating work efforts with other employees and departments.
•Unquestionable integrity and demonstrated ability to maintain confidentiality in handling sensitive and confidential information required.
•Maintains in-depth knowledge and ensures compliance with applicable regulatory requirements, and follows all Bank policies, procedures and guidelines.
•Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly.
•Working knowledge and general industry experience with new and developing electronic delivery products and services and associated technologies.
•Frequent travel is required which may include overnight travel and extended stay availability when needed; valid driver’s license, proof of insurance, and access to reliable transportation.
Comments:Please see full job posting on Heritage Bank's website for complete information and to apply.
Employer:Heritage Bank
Contact:Human Resources
Website:visit our website...