Treasury Management Officer
About the role
Republic Bank’s values are built upon making an IMPACT for our clients, our associates and the communities we serve. (IMPACT stands for Innovate for the Future, Make it Easy, Provide Exceptional Service, Acknowledge & Celebrate Success, Commit to Caring and Thrive Together) The associates of Republic Bank are the key to our success as an organization and we value our associates. It’s one of the reasons we’ve been named as one of the Best Places to Work in Kentucky for ten years!
Position Purpose and Objectives
The Treasury Management Officer is responsible for identifying, developing, and managing commercial depository relationships. In addition, this position will assist banking centers, banking/lending officers in business development efforts, with the principle focus on Treasury Management products and services. The primary objective for this position is to increase the growth of commercial deposit relationships and increased fee income.
Minimum Qualifications
- Minimum of 2 years of sales experience required.
- Previous Treasury Management or banking experience preferred.
- Demonstrated history of successful sales or Treasury Management sales experience.
Essential Job Functions and Responsibilities
- Joint calling with other Bankers/Lenders/Officers within the Bank.
- Responsible for self-sourcing (10%) and bringing relationships to the bank including devising and executing plans to achieve sales goals.
- Responsible for logging sales efforts within tracking system.
- Responsible for prospect proposal preparation and delivery.
- Aid in opening new accounts properly.
- Ongoing, superior account relationship management of portfolio of clients.
- Generate revenue from sales of Treasury Management products and services.
- Devise and implement personal calling strategy to meet call quota and sales goals.
- Identify cross-selling opportunities for both new and existing clients.
- Learn the credit culture of Republic Bank to present appropriate credits for approval.
- Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
- Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
- Willingly perform all other duties and projects as assigned.
Interpersonal Skills and Competencies Required
- Excellent verbal and written communication skills for effective interaction with clients and proposal generation.
- Must be a self-starter and demonstrate the ability to work independently within a market.
- Requires high energy and strong attention to detail.
- Ability to deal with critical customer issues.
Physical Requirements
- Sit, use hands to finger, handle, or feel;
- Talk or hear.
- Frequent standing or walking.
- Occasional reaching with hands and arms.
- Occasional lifting and/or moving 10 pounds.
- Close vision, and distance vision.
- Moderate noise level in the work environment.
Other Requirements
- Travel between Republic Banking facilities may be required including occasional out of town travel.
- Flexible work schedule may include some evenings, weekends and/or overtime.
- Stay abreast of new developments, best practices, and statutory and regulatory changes.