Treasury Management Officer

Vail
141

E. Meadow Drive
Suite 210
Vail, CO 81657, USA

The Commercial Banking Treasury Management Officer sets relationship strategies and directs relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share within bank’s culture and desired sales strategy. Officer level will be determined based on experience.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Drives sales strategy to acquire and/or expand and retain client relationships to deepen share of wallet by building solid, profitable relationships as a trusted financial advisor with clients/prospects characterized by mutual respect, understanding and trust.
• Evaluates the overall resources and capabilities of the client/prospect’s business, considering current industry dynamics, financial and operational strategy, economic conditions, and market trends and prioritizes client/prospect opportunities.
• Leverages relationships to proactively generate new business in desired areas of growth; utilizes existing client/prospect base and network of clients/prospects referral sources and means of improving client acquisition and retention.
• Represents the Bank in the local community through proactive participation in community, charitable, business, and social activities to allow for maximum client and customer contact.
• Identifies and mitigates different types of risk, such as regulatory, reputational operational and credit risks.
• Fosters and maintains cohesive partnerships and working relationships with all lines of business and leadership within the Bank to build a trusted productive sales and service process.
• Maintains ongoing contact with clients to be kept current on significant changes in financial condition or operations while informing leadership team of products, practices, pricing, and changes impacting local markets.
• Keeps abreast of industry changes and seeks educational opportunities to enhance skillset.
• Builds comprehensive solutions for customers by aligning the right subject matter experts to look at full banking relationship.
• Regular and reliable on-site attendance is required as an essential function of this position.

• Demonstrates a proven track record of acquiring new clients and driving business growth.
• Typically works with clients with advanced levels of risk and complexity of needs.
• Utilizes reporting and sales tools proactively identify and convert sales opportunities.
• Performs other duties as assigned.

• May mentor other team members.

Employees are held accountable for all duties of this job.

Knowledge, Skills, and Ability:

• Embodies the bank's vision, mission, and values.
• Proficient in knowledge and understanding of banking industry.
• Effortlessly works in a fast-paced environment with desire for professional growth.
• Provides and receives mentoring in a mature and open manner.
• Excellent oral and written communication skills.
• Self-motivated, with the ability to grow a portfolio of business.
• Excellent interpersonal skills.
• Works as a team player, as well as team leadership.
• Ability and willingness to relocate if necessary.
• Proficient in Microsoft Office Suite and Adobe Acrobat.
• Demonstrates adaptability and change management skills.
• Strong analytical and problem-solving skills.
• Ability to organize and analyze financial information and to accurately perform complex financial calculations.
• Proficient networking and relationship building skills.
• General knowledge of automated financial systems, with the ability to learn and adapt to new technologies quickly.
• Demonstrates ability to manage pipeline, maintain client relationships, and handle referrals from multiple stakeholder groups.
• High level of product knowledge including, but not limited to, ACH, wire, online, credit cards, lockbox, account payable and receivables.
• Customer-centric mindset, with the ability to translate customer issues/needs into profitable business solutions.

Education or Formal Training:

• Bachelor’s degree in Accounting, Finance, Business, Management, or closely related field is required.
• P…