American Fork, Utah, USA
4 days ago
Treasury Management Sales Officer
About The Role Altabank, Division of Glacier Bank, is looking for a Treasury Management Sales Officer located in our American Fork branch. DUTIES AND RESPONSIBILITIES: This position is primarily responsible for the development of new Treasury Management business, product and service delivery, commercial deposit, and revenue generation for the Bank. They will be responsible for managing and growing the Treasury Management client portfolio. This position will use proactive management of the Treasury Management portfolio to identify growth potential through cross-sell of treasury and other bank products. This will be accomplished by research of competitive offerings, portfolio analysis, preparing presentations, performing account analysis, conducting demonstrations, and selling those solutions to the client; then collecting the appropriate documentation to support the implementation of that service. Essential Functions: Works closely with Loan officers and other bank employees calling on existing and prospective business clients. Develops channels to prospect new Treasury Management clients and manage prospect pipeline Calls on prospective customers in order to develop new Treasury Management relationships. Provides employee and internal customer TM training, provides limited technical support, and facilitates product demonstrations. Obtains new clients and expands existing relationships to increase core deposits and revenue. Provides consultative expertise to existing Treasury Management clients and prospects to determine their requirements & recommended solutions. Performs regular client follow‐ups to ensure customer satisfaction including yearly reviews with top clients. Creates and delivers sales presentations, explains services offered, and makes recommendations based on client needs. Works with other members of the Treasury team to understand market and industry knowledge to ensure competitive pricing and product offerings. Services new and existing accounts, monitors and assesses customer relationships to ensure proper servicing of accounts and to identify growth opportunities. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Complete required bank training courses within assigned time frame(s). It is the individual learner responsibility to ensure that they understand the information given to them in each training. If the learner does not understand the information given they need to reach out to their supervisor for further clarification or additional training. About You QUALIFICATIONS: Bachelor's degree preferred in Finance, Accounting, Business or similar field 2-5 years previous work experience in a Treasury Management or other sales role Thorough knowledge of Treasury Management products/services and operations. Thorough knowledge of banking products, services, policies, procedures and regulations. KNOWLEDGE, SKILL, ABILITY: Ability to effectively manage a sales pipeline to manage to achievement of sales goals Effective interpersonal style with the ability to effectively interface with clients, other employees, and senior management Knowledge of sales Thorough knowledge of banking products, services, policies, procedures and regulations Well-developed interpersonal and communication skills, verbal and written, in order to communicate and related effectively with customers and associates Strong attention to detail with the ability to work efficiently & accurately Demonstrated ability in exercising independent judgement Strong organizational skills, including the ability to prioritize and remain calm while working in a fast paced/deadline driven environment WORK ENVIRONMENT: 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. The employee may also be required to: 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: 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: Salary is dependent upon relevant experience. We offer an extensive benefits package that includes, but is not limited to, flexible health coverage options: medical/dental/vision (partially employer paid with competitive premiums), health rewards program, possible employer contribution to a Health Savings Account, Employee Assistance Program (EAP); life insurance; 401K retirement plan with immediate vesting (up to 3% employer match, 3% automatic employer contribution, and profit sharing); discounted banking products and services; paid vacation/sick days, and paid holidays. COMPANY OVERVIEW: At Glacier Bancorp, our employees are our most valuable asset. We seek qualified individuals who enjoy people, are innovative and eager to learn. We are dedicated to providing opportunities for personal advancement and professional growth by investing in the tools and training needed to build a personalized career path for you. Glacier Bancorp, Inc. is a regional bank holding company headquartered in Kalispell, Montana with assets greater than $12 billion, operating in numerous community bank divisions across 8 states (Montana, Idaho, Utah, Washington, Wyoming, Colorado, Arizona and Nevada). We pursue a community banking philosophy, emphasizing personalized service combined with the full resources of a large banking organization. Over the years, Glacier Bancorp has received numerous awards for stability and soundness, and has repeatedly ranked among the top 10% in the nation for financial strength. We 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, age, 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.
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