FCBank, Treasury Management Sales Associate, Hybrid

Key Responsibilities

• Serve as a Trusted Financial Advisor to provide industry updates
• Train and support Internal Partners for Treasury Management Services
• Maintain and grow a client portfolio and pipeline of opportunities
• Develop referral sources (Centers of Influence)
• Partner with Treasury Management Support Team to service clients

Attitudes

• Builds positive relationships with internal and external clients
• Embraces other's unique beliefs, backgrounds, and perspectives
• Foster our culture and demonstrate our core values
• Enhance client service and support
• Demonstrate leadership, accountability, and collaborate as a team-player

Behaviors

• Demonstrates strong business ethics and honest behaviors
• Positively influences and works with others to achieve excellent results
• Positive demeanor in managing change
• Adheres to policies, procedures, and pricing
• Promotes goodwill and generates business
• Participates actively in the community

Competencies

• Reflects skill, good judgment, positive conduct, and personal responsibility for assigned areas
• Seeks to implement and leverage services and technologies that create efficiencies
• Maintains market competition awareness relative to pricing and products
• Promotes digital awareness and leverages available tools, primarily CRM system

Position Level Expectations

• Multiple Levels: Treasury Sales Associate, Treasury Sales Officer, AVP/Treasury Advisor, VP/Treasury Advisor, VP/Senior Treasury Advisor
• Entry-Level: Minimum three (3) years experience
• Mid-Level: Minimum five (5) years experience
• Advanced: Minimum ten (10) years experience

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

• Actively seeks further professional advancement opportunities
• Successfully completes all assigned courses
• Maintains awareness of industry trends and seeks ongoing continuing education in the field of treasury management

Qualifications, Education, & Experience

• Bachelor’s Degree from accredited college or university, treasury management sales experience, or equivalent combination of education and experience
• Certified Treasury Professional (CTP) credential preferred
• Banking or Financial Services experience or exposure preferred
• Sales experience and results-oriented
• Highly organized and self-motivated in a team environment or working independently
• Excellent interpersonal and communication skills, written and verbal
• Able to work independently and as a team member

Language Skills

• Ability to read, comprehend, and interpret documents
• Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization
• Ability to communicate to clients directly and effectively

Technology Skills

• Ability to utilize telephone systems
• Possess good digital literacy including email, internet, and intranet use
• Prior experience or the ability to learn all computer programs pertinent to performing treasury management related job duties

Mathematical Skills

• Ability to add, subtract, multiply, and divide in all units of measure
• Experience analyzing large amounts of data and ability to interpret results important

Reasoning Ability

• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
• Ability to solve challenging problems involving several variables in a standardized situation

Physical Demands and Work Environment

• The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
• This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers.
• Noise level is moderate with constant communication and interactions with others.
• Ability to travel to meet with clients and prospects and attend seminars or training sessions offsite, on occasion.
• Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Disclaimer

• This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.

Benefits

• Medical, Dental, Vision & Life Insurance
• 401K with company match
• Paid Time Off & Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Assistance Program
• Employee Health & Wellness Program
• Special Loan and Deposit Rates
• Gradifi Student Loan Paydown Plan
• Rewards & Recognition Programs
• and much more!

Eligibility Requirements

• Eligibility requirements apply.

Disclaimer

• This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.

Equal Opportunity Employer

• FCBank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status.

Employer Commitment to Diversity and Inclusion

• CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.