Treasury Management Relationship Manager
Location
Pennsylvania | United States
Job description
Description
Responsible for facilitating the outside sales of business deposit accounts and all Treasury products and services. Build relationships with external clients as well as internal partners to enable strong referrals and solutions for client needs.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
- Direct the outside sale of business deposit accounts and Treasury Mgt. products and services
- Conduct sales calls on current and potential clients in partnership with commercial lending relationship managers and branch managers, as well as generating other leads independently
- Analyze deposit statements from any financial institution, prepare written proposals and present these proposals to new/current clients
- Manage client portfolio to maintain and grow relationships
- Address complex issues by evaluating the significance of the issue and offering sound solution options that fit the client's needs and wants
- Install and troubleshoot remote deposit capture scanners, ACH services, online wires and services along with future Treasury products as needed
- Cross sell additional products to other bank divisions such as Investments, Insurance, Trust, etc.
- Maintain a profile in the community through membership in a service organization and participation in Chamber events
- Support Treasury Management area and Commercial Lending in other duties as requested
EDUCATION and/or EXPERIENCE:
- Bachelor degree in Business Administration or Finance
- Minimum of five (5) years banking experience with at least two (2) years of Treasury Management experience or Retail Banking experience with proven outside sales experience
- Strong sales ability
- Excellent interpersonal/people skills
- Thorough knowledge of treasury/cash management products and services
- Solid presentation skills
- Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected
- Ability to clearly and effectively communicate both verbally and in writing
- Proven ability to provide high quality customer service
- Good analytical and problem solving skills
- Frequent travel will be required using reliable personal transportation
OTHER SKILLS and ABILITIES:
- Must have excellent judgment/decision making skills, time management and organizational skills
- Must be able to work without supervision
- Must be able to operate all general office equipment
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
Education Bachelors of Business Administration (required)
Licenses & Certifications Cert Treasury Prof (preferred)
Skills - Sales Experience (required)
- Treasury Management (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Job tags
Salary
