Treasury Management Sales Officer

Bank of the San Juans

  • Pueblo, CO
  • $64,500 per year
  • Permanent
  • Full-time
  • 27 days ago
About the Role:Are You a Finance Trailblazer? Join Us as a Treasury Management Sales Officer!As a Treasury Management Sales Officer (TMSO), you'll be on the front lines—driving growth by winning new treasury business, nurturing key client relationships, and delivering standout treasury services. You're more than a salesperson—you’re a trusted partner, creating and marketing innovative offerings alongside our Treasury Management Team. You will own and grow a dynamic customer portfolio.The entry level salary for this position is $64,500.00 per year. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.Bank Happy. Work Happy. Right Here.Duties and Responsibilities:
  • Solicits, establishes, and maintains new commercial banking relationships for the Bank with a focus on Treasury Management products and core deposit growth
  • Manages all elements of the Treasury Management sales cycle to include business development, prospect qualification, needs analysis, close and implementation of services while tracking pipeline and sales activities to report results monthly
  • Works closely with commercial lenders to ensure commercial deposits are gathered and Treasury Management products are sold to new commercial loan customers
  • Manages commercial deposit relationships and serves as a first point of contact for clients for all deposit related issues
  • Meets annual deposit growth goals assigned by senior management; participates in various internal committees assigned by senior management; and facilitates sales planning and execution of deposit generation activities for less experienced staff
  • Provide training and continuing education to lenders and retail associates to ensure they are current on Treasury Management products
  • Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors, and competition
  • Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the commercial banking arena
  • Performs job functions in compliance with all company policies and federal/state rules and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC, and GLBA/privacy rules
Ongoing Responsibilities and Adherence to Compliance:
  • Adhere to Bank of the San Juans Company Core Values.
  • Adhere to all applicable banking regulations, applicable laws, company policies, management directives, security, and operational procedures.
  • Responsible for the timely completion of all required Compliance and Security training assigned by GBCI and BSJ within the designated timeframes. It is the individual’s responsibility to fully understand the content presented in each training module. If clarification is needed, the learner must proactively reach out to their supervisor to request further explanation or additional training as necessary.
  • Responsible for adherence to Bank Security Policy and for reporting security risks to management.
  • Keep management appropriately informed of area activities and of any significant problems.
  • Support the bank’s mission by participating in Community Service and Bank sponsored activities, while consistently representing the bank in a professional manner. This includes maintaining a professional image, upholding confidentiality, demonstrating a positive “can-do” attitude, while being flexible, and adaptable to meet both the bank and customer needs.
  • Employee must be capable of regular, reliable, and timely attendance.
Attend and actively participate in required meetings. * Provide exceptional internal and external customer service by interacting calmly and professionally with individuals from diverse backgrounds at various levels within and outside of the organization.
  • Additional duties as requested or assigned.
About You:QUALIFICATIONS:
  • Two to five years of Banking and Treasury Management Sales experience is required.
  • Certified Treasury Professional designation is preferred
  • A Bachelor’s Degree in Business with an emphasis in finance or accounting is preferred
KNOWLEDGE, SKILL, ABILITY:
  • Proficient with Microsoft applications such as Word, Excel, PowerPoint, Outlook, etc. and ability to learn new systems/applications
  • Ability to prioritize, meet deadlines, and handle multiple tasks simultaneous in a fast-paced, diverse, and growth-oriented environment
  • Ability to develop effective marketing and business development plans.
  • Extensive knowledge of all facets of treasury management products and services.
  • Strong verbal and written communications skills
  • Ability to gather, compile, interpret, analyze, summarize, and evaluate information and data to formulate conclusions and recommended actions
  • Ability to work independently and be a strong team member
  • Ability to maintain a high level of confidentiality and integrity
  • Up to 15% travel required: (E.g. 3.5 days/month)
WORK ENVIRONMENT: Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.Specific lifting abilities required by this job include: Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.What We Offer:COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more detailsWe are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.No Recruiters or unsolicited agency referrals please.

Bank of the San Juans