Treasury Management Officer- Owensboro, KY

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Regular Full-Time Officer 5 Days Required Henderson, KY, US

Treasury Management Officer

At Independence Bank, we believe great banking starts with even better people. Each employee deserves a place where they can grow, have fun and feel valued. We’ve grown to become one of Kentucky’s largest banks, but we’ve never lost our community bank spirit along the way.

Here, you’ll find a culture that promotes authenticity and having fun each day you come to work. We dress up for Halloween, celebrate holidays, surprise our employees with gifts or trips and find plenty of ways to celebrate together. We call our commitment to our communities “Local Love,” and we live it by investing our time, energy and more than $1 million each year back into the people and places we call home.

There’s a reason we’ve been named a Best Place to Work in Kentucky more than 18 times. We’re proud of how far we’ve come, and we’re even more excited about where we’re going.

If you’re looking for a place where you can do meaningful work, be part of a skilled team and actually enjoy the people you work with, we want to hear from you!

* Position is not eligible for remote work.

Treasury Management Officer

Job Summary

The Treasury Management Officer will be responsible for effectively selling the Bank’s depository and treasury management services to existing and prospective clients. This position will solidify customer retention efforts by providing superior level relationship management and customer service.

Essential Functions, Duties and Responsibilities include, but are not limited to:

• Manages business development, client retention, deposit growth, portfolio quality, fee income, referrals, client satisfaction, and knowledge of comprehensive treasury management solutions
• Calls on new and existing commercial clients to develop and sell treasury management products and services; reviews assigned client base and identifies deposit and treasury management services and product opportunities based on customer needs.
• Works closely with other sales officers to identify all sources of new deposits and acquire the full relationship to meet monthly/quarterly deposit goals while maintaining profitability
• Identify referral opportunities to other lines of business including consumer and commercial loans, personal accounts and wealth management
• Conducts annual treasury management reviews for top tier commercial clients
• Maintains up to date knowledge of treasury management sales programs, products and services, as well as applicable federal and state regulatory and compliance requirements
• Partners with commercial lenders in pre-proposal discussions to fully understand client needs and determine preferred solutions
• Provides an exceptional level of quality service for internal and external customers
• Demonstrates excellent sales and business development skills
• Educates customers on the features, benefits, and value related to each service
• Completes necessary documentation, implementation on bank systems, and customer setup of treasury management products and services
• Partners with the treasury management support team to ensure a smooth customer transition
• Analyzes bank statements and prepares proposals.
• Responds to Request for Proposals (RFPs)
• Negotiates pricing to optimize profitability of product and service solutions
• Works closely with treasury management support team to troubleshoot treasury management product issues
• Assists with annual Remote Deposit Capture audits

This job description is only a summary of the typical functions of the job, not an exhaustive…