Treasury Sales Officer III

About The Role

The Treasury Management Sales and Service Manager will manage all Treasury Management Sales and Service personnel, and be responsible for the overall customer relationship management of the Treasury Management customer services and products , as well as growth and profitability of the department. Responsible for the development, organization, and tracking of sales and service goals to results for the team and the timely and satisfactory management of customer service and projects.

The position will serve as the bank’s expert on all treasury management products (including, but not limited to Cash Management, RDC, and positive pay, etc.) and will serve as a resource to all branches and assist with their business development of Treasury Management services. This position will stay abreast of treasury management trends. Will serve as a proactive, client-focused trusted financial partner to clients through a seamless delivery of depository services.

Responsible for expanding and managing growth of cash management products and services while demonstrating positive leadership behaviors. This includes expansion and acquisition of customer relationships and service quality. Will participate in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to maximize treasury management utilization. Will always provide high quality customer service while assuring bank and division profitability and asset quality standards are met.

Pay Scale for the position:

Wenatchee $105,700 - $158,500/annual

Spokane $111,000 - $166,400/annual

Growth and Profitability of Department:

• Manage team and personal results to drive growth in bank deposits and fee income for Wheatland Bank by providing Treasury Management services to bank customers.
• Prepare and provide input to the preparation of reports, planning strategies, and budget goals and results.
• Actively solicit business from prospective customers.
• Market treasury management products and services internally and externally
• Build and maintain successful relationships with new and existing customers
• Introduce and cross-sell new and existing Bank products.
• In coordination with the SVP of Operations, train Loan Officers, Branch Managers, and Service Managers in cash management product knowledge and business development.
• Regularly updates the Chief Financial Officer regarding new and existing customer relationships and branch development efforts.
• Work closely with the Treasury Operations Supervisor, Commercial Loan Officer (if applicable), and Glacier Treasury Management team as needed.
• Control expenses to ensure the profitable operation of the department.
• Convey a professional image at all times.
• Be involved in local community.

Service and Quality Control:

• Develop and maintain operational policies and procedures on Treasury Management Services, including Remote Deposit Capture, Merchant Services, commercial cards and Cash Management.
• Maintain a tracking system for all current and new treasury management customers, including all products being utilized and new customers obtained.
• Ensure customers are fully trained on treasury management products and provide on-going support to them.
• Ensures Annual reviews are done timely in accordance with GBCI policy.
• Maintain a tracking system of all Treasury Management projects, including the set-up of new customers, integration of additional products and services, Treasury Management problem resolutions.
• Maintain current knowledge of regulations.
• Ensures compliance with regulatory requirements by complying with Bank policies and procedures and operating within all current federal and state regulations.

Training and Product…