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Treasury Management Relationship Manager

Treasury Management Relationship Manager

Hills BankCedar Rapids, IA, USA
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SCHEDULE :   Full-time ; Monday through Friday (8 : 00am – 5 : 00pm) Evening and weekend availability for events

LOCATION :   3905 Blairs Ferry Rd NE, Cedar Rapids, IA 52402

BENEFITS : Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!

SCOPE :

The Treasury Management Relationship Manager serves as a relationship manager with existing Treasury Management customers. This position is responsible for existing customer retention and growth, Treasury Management product and service strategy, and building customer loyalty. This position requires a solid working knowledge of subject matter related to Treasury Management (compliance, processes, and procedures), and sales related knowledge needed to successfully deliver commercial services and perform the following duties.

ACCOUNTABILITIES :

Treasury Management Portfolio Origination / Management :

  • Originate deposit accounts for existing Treasury Management customers.
  • Maintain and exceed growth and profitability goals within bank policy, as established for the position.
  • Enhance profitability of all assigned relationships.
  • Initiate and coordinate Relationship Reviews to expand existing customer's Treasury Management services and deposits.
  • Provide knowledge and guidance with risks associated with Treasury Management products and services both to the bank and to the customer.
  • Analyze financial information and collaborate with customers to establish appropriate product risk-based exposure limits.
  • Attended to the needs of customers seeking deposits and other financial services. Provide prompt and courteous response to customer inquiries.
  • Must ensure proper account documentation and all requisite agreements execution for Treasury Management Services.

New Business Development :

  • Analyze existing customers to find opportunities for revenue growth through successful retention of deposits.
  • Increase deposits of existing customers.
  • Cross sell products and promote Treasury Management, fee based, services to customers.
  • Develop a business plan to seek new business from existing customers by developing internal / external referral sources, utilizing internal lead list information, and social media sources, while following the bank's preferred "trusted advisor" sales and networking practices.
  • Participate in the Bank's business development activities by inviting customers and attending networking events / presentations, initiating individual and joint sales calls, and actively participating in other bank and community activities to establish connections needed to promote bank products and services.
  • Maintain favorable customer relations and ensure prompt and courteous response to customer inquiries.
  • Establish and maintain positive working relationships internally and externally.
  • Provide referrals to other departments including : Commercial Lending, Mortgage Lending, Retail, and Trust and Wealth Management.
  • Actively participate / contribute in office and department meetings and assigned subcommittee(s) to build on the bank's customer and co-worker experience, positive culture and competitive edge.
  • Participate in bank-hosted and bank-sponsored events, networking with guests while promoting the event, and developing and expanding personal connections.
  • Provide leadership for at least one Bank sponsored event each year.

    • Community Involvement

  • Participate in at least 1 community organization through membership and regular attendance, networking with members to achieve organization goals, develop personal connections and promote the bank's favorable image.

    • Other Duties :

  • Serve as lead on Treasury Management service or deposit-related projects as requested.
  • May be assigned to train existing and new Treasury Management staff.
  • Perform other duties as assigned.

    • EDUCATION AND SPECIAL REQUIREMENTS :

  • Bachelor's degree (B.A.) from a four-year college or university in the field of business, including specific courses in accounting, finance, and economics; or 3-5 years of customer service and banking experience; or equivalent combination of education and experience.
  • Must have working knowledge of spreadsheet, word processing, and database software programs.
  • Must sign a non-compete agreement.
  • Must satisfy banking courses / training required to satisfy regulatory requirements.
  • Travel to customer locations and other branches will be required.

    • EQUAL OPPORTUNITY EMPLOYER

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    Relationship Manager • Cedar Rapids, IA, USA