Job Board Title:
Treasury Management Relationship Officer

Post Date
6/26/2018

Expiration Date
9/24/2018

Details:
This position is responsible for effectively selling the Bank’s depository and treasury 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.

This position may be located in either Portland, OR or Vancouver, WA.



Qualifications:
The successful candidate will be able to:

Achieve / exceed key objectives and goals in, business development, client retention, revenue growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive treasury management solutions.
Call on new and existing commercial clients to develop and close treasury management sales business. Proactively reviews assigned client base and identifies deposit and treasury management services solutions and cross-sale opportunities based on customer needs and completes the sale. Refers and engages business partners (i.e. commercial lending, branches, wealth management, etc.), as appropriate.
Develop treasury management sales proposals and pricing pro formas for prospective and existing clients to further develop and strengthen business relationships.
Evaluate the result of recommended pricing on overall account profitability; recommends pricing exceptions for management review and approval.
Perform detailed pipeline and closed sales tracking using approved sales tracking system/tools.
Conduct annual treasury management reviews for top tier commercial clients.
Promote business for the Bank by maintaining up to date and thorough knowledge of treasury management sales programs, products, services and industry best practices, as well as applicable federal and state regulatory and compliance requirements.
Serve as the internal Bank expert for treasury management products and services, delivers internal treasury management presentations, and actively participates in sales meetings, joint call planning and prospect development, in partnership with region’s commercial lending and branch calling officers.
Partner with commercial lenders in pre-proposal discussions to fully understand client needs and shape preferred solutions.
Actively participates in joint client and prospect calls and presentations with commercial lenders and branch sales officers to further business development and sales efforts; leads treasury management discussions with clients and prospects, identifying and assessing client needs and challenges and communicating features/benefits of Bank programs, treasury management solutions and optimal account structures, products and services.
Prepare contracts and implementation documentation, in accordance with all account opening, account ownership verification and treasury management services set-up processes; reviews and checks documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements.
Develop and delivers industry presentations to local professional organizations, focusing on treasury management solutions and industry best practices to further support the Bank’s sales efforts.
Directly responsible for managing and retention of client’s operating business by ensuring client satisfaction with treasury management services and solutions and increasing portfolio revenue.
Work closely with service and operational areas of the Bank, third party vendors, etc. providing input to Bank systems designs, modifications, and implementation of treasury management services implementation processes, and day to day client service delivery, as needed and requested.
Maintain Treasury Management intranet site as necessary and works collaboratively with various departments (i.e. Marketing, Electronic Banking, Training, etc.), to create customer facing content, training materials, tutorials and FAQ’s in a web-friendly format and logical structure, as assigned.
Perform research and data gathering activities, tracks/monitors and prepares reports and works on special projects and assignments as requested.

Requirements:

High School diploma or equivalent, required; Associates degree or higher in Business, Marketing, Sales or relevant discipline – preferred.
3+ years recent experience in treasury management sales and relationship/portfolio management with proven business development and closing new sales in a commercial banking environment – required.
CTP (Certified Treasury Professional) and/or AAP (Accredited ACH Professional) certification – preferred.
Equivalent combination of education, training, certifications and/or experience may be considered.
Proven track record for developing new sales, closing sales and achieving annual objectives for treasury 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 treasury 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 treasury 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 to other Bank and customer locations, and meeting sites; valid drivers license, proof of insurance and access to reliable transportation.

Work Environment:

Climate controlled office environment.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and or extended hours, as needed.

Physical Demands:

Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file material, crawling to install or troubleshoot equipment.
Occasional lifting 10 - lbs. (i.e., files, boxes, equipment etc.).

The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.

Heritage Bank is an Equal Opportunity Employer

Employer:
Heritage Bank

Address:
HB Recruiting


Email:
Email: HBRecruiting@HeritageBankNW.com

Website:
https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=9a02bcba-ce1b-44c5-