Treasury Management Officer I
15 days ago
Albuquerque
Job DescriptionDescription: Treasury Management Officer I Albuquerque, NM MUST HAVE: Experience working in sales. MUST HAVE: Fast Paced and willing to make outbound calls. MUST HAVE: Excellent problem-solving and critical thinking skills. Salary: Pay is dependent on knowledge, skills, abilities, experience, and location. At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Treasury Management Officer I at our Albuquerque, NM location. Description: The TMO I (Treasury Management Officer I) is responsible for independently building and growing their business or market by developing and driving a TM (Treasury Management) strategy, establishing high LOB (Line of Business) engagement, accelerating business development and managing portfolio growth objectives. The TMO serves as an external calling officer for the bank making joint or independent proactive sales/calling efforts the majority of the business day. Each respective TMO spends a minimum 75% of their available business hours with clients and/or prospects. TMOs with exclusively Commercial Banking portfolios target a minimum of 50% of their calling efforts in person. TMOs with a majority Business Banking, Private Banking and/or Retail Banking portfolios target 95% of their calling efforts telephonically/electronically. Responsibilities: Business and/or market Expertise • The TMO supporting a specific LOB should demonstrate deep expertise in the dynamics of the industry supported. A TMO supporting a general market (Corporate, Commercial) only, start at section II., • Has served in the industry as a corporate practitioner or has called in the industry for 7-10 years minimum., • The TMO remains highly networked within the industry and regularly attends associations and events specific to the industry., • Stays abreast with technology specific to the industry and understand how clients leverage them., • Can confidently have CFO through Technology level conversations specific to the industry. Owns Financial and Production Results • The TMO understands where the financial performance is at all times and is fluent in the behaviors of the portfolio they manage. They have accurately identified the revenue levers and are active in exploring new revenue paths., • Proves “body of work” through on time and accurate nCino/SalesForce/CRM input. Activity measurement is a leading indicator of future success and the TMO is responsible to ensure activities are captured and are meeting or exceeding levels that meet financial objectives., • The TMO is proactive in addressing gaps in financial performance and has independently taken the appropriate steps to course correct before the gaps become too significant to overcome. Leads, Develops and Drives a strong TM LOB and/or Market Strategy & Build • Understand and be fluent in the full financials of the LOB tied to their specific financials/results/portfolio, • Understand the LOB strategic direction, • Partners with the LOB Head and others to identify and analyze new areas of opportunity, • Demonstrate the skills to enhance and/or build areas of the business where opportunity has been identified., • Internal advocate and driver of enhancements in partnership with Product, Sales and LOB The full business plan should include: • Identified and targeted areas of focus, what levers to pull, the tactics to deploy, • SWOT analysis, • 2-3 new or potential areas to explore and target for deposit and fee growth opportunities, • Help identify and monetize products or external partnerships that could be specific to a LOB that could drive higher deposit and fees, • On a monthly basis, compare the plan against results and any changes that create opportunity or risk Cultivates and maintains a strong LOB partnership • RM engagement is critical to optimizing growth potential. The TMO will partner with the LOB Head and / or Group Managers to ensure maximum engagement with focus on developing an organized cadence with RMs on market approach, calling effort and tracking progress and results., • Excellent rapport with all markets and LOBs supported, • Regular 1v1’s with Group Managers and RMs, • RM/TMO Activity Review – the activities should support the goals and expected results, • Client Planning – active participant in planning for key clients and opportunities, • The TMO will drive the TM business development efforts and will be an active participant in pipeline meetings, client networking events and other client/prospect facing opportunities., • At least 85% of TMO time should be spent in front of clients and prospects, • Highly aggressive calling, follow-up and pipeline oversight, • Organized and targeted with new client/prospect deal opportunities, • Ultra-responsive, pushing partners and peers, • 100% ownership of end-to-end client experience from deal development, onboarding and client service handoff, • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company., • Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines., • Understand and participate in the Bank’s Community Reinvestment Act program., • Perform other duties as assigned. Education / Experience • Bachelor’s Degree in Finance, Accounting or Business; Master’s, preferred., • Minimum of two years’ bank treasury management or other financial sales/consultant experience., • Excellent relationship management skills - experience of managing relationships across a variety of internal cross functional departments and senior leadership and externally with vendors and clients., • Proven negotiation and active listening skills., • Excellent problem-solving and critical thinking skills., • Strong problem-solving, strategic thinking, time-management and organizational skills., • Strong ability to formulate partnerships with all levels in an organization., • Strong verbal and written communication skills. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: · Rooted in Strength · Propelled by Growth · Individuals in a Great Whole · Creating Possibility · Community Focused Associates enjoy outstanding benefits, including: · 401(k) Plan with 6% Match · Health/Dental/Vision Insurance · Company-paid Life Insurance · Tuition Reimbursement · Fitness Reimbursement · Paid Time Off · Volunteer Leave · Paid Holidays · Plus many more associate perks & incentives! If you qualify, apply online at . You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. Requirements: