ESSA Bank, Treasury Management Advisor

Description

Markets and sells all treasury management services to retain and grow a commercial portfolio. Includes: preparing and presenting proposals for new business, responding to deposit and treasury management portions of request for proposals (“RFPs”) and making presentations.

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

• Primary focus is Sales/Business Development of all Treasury Management Services
• Serve as a Trusted Financial Advisor to provide industry updates
• Provide TM training and support for Internal Partners
• Maintain a client portfolio & pipeline of opportunities of TM business clients
• Develop referral sources (Centers of Influence) – “COI’s”
• Partner with Treasury Management Support Team to service clients

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

• Foster our culture and demonstrates our core values
• Provide enhanced client service and support
• Demonstrate leadership, accountability and collaborate as a team-player

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• Positive demeanor in managing change
• Integrity to adhere to policies, procedures, and pricing
• Foster relationships with businesses to promote goodwill & generate business
• Actively participate in the community

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• Focus on accuracy and attention to detail
• Maintain market competition awareness relative to pricing and products
• Promote digital awareness and leverage available tools, primarily CRM system

Multiple Levels:
Treasury Sales Associate, Treasury Sales Officer, AVP/Treasury Advisor, VP/Treasury Advisor, VP/Senior Treasury Advisor

• Entry-Level: Minimum three (3) years experience
• Mid-Level: Minimum five (5) years experience
• Advanced:
  Minimum ten (10) years experience

Actively seeks further professional advancement opportunities and successfully completes all assigned courses. Maintains awareness of industry trends and seeks ongoing continuing education in the field of treasury management. Sufficient continuing education credits should be earned to maintain all credentials.

To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Position level will be commensurate with knowledge, experience and education. A background screening will be conducted.

• Bachelor’s Degree from accredited college or university, treasury management sales experience, or equivalent combination of education and experience. Certified Treasury Professional (CTP) credential preferred.
• Banking or Financial Services experience or exposure preferred.
• Sales experience and results oriented.
• Highly organized and self-motivated in a team environment or working independently.
• Excellent interpersonal and communication skills, written and verbal.
• Ability to work independently and as a team member

Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.

Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn all computer programs pertinent to performing treasury management related job duties.

Ability to add, subtract, multiply, and divide in all units of measure. Experience analyzing large amounts of data…