Treasury Management Officer
Des Moines, IA US
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Contact Brett Campbell at email@example.com or , you can also schedule an appointment at https://calendly.com/bcampbell-saigepartners to learn more about this opportunity!
Job Description: Treasury Management Officer
- Spot and engage both potential and existing commercial clients, tailoring the ideal financial solutions and services to suit their needs while exploring avenues for cross-selling and referrals to other business sectors.
- Craft and enact a structured client engagement plan, inclusive of collaborating with Commercial Bankers for customer calls and conducting periodic reviews to keep up with changes in their business landscapes.
- Strategize and implement a regional business blueprint aimed at fostering and sustaining profitable affiliations. Integration of a client contact schedule is vital.
- Achieve annual sales targets, spearheading the generation of $5-$10 million in core commercial deposits (DDA, MM, and SAV) and initiating a minimum of two new commercial connections.
- Steer and manage RFP processes targeting institutions, public funds, municipalities, and commercial entities.
- Advocate for and facilitate the swift roll-out of business product offerings, overseeing the execution of agreements and ensuring deadlines are met, possibly including equipment setup.
- Adhere to established processes and protocols, documenting client communications systematically.
- Play a significant role in achieving the regional annual growth budget concerning net deposit service charges, excluding NSF's.
- Create an engaging communication and presentation strategy for key initiatives, utilizing various channels for sales training, product briefings, and discussions on treasury management topics.
- Stay abreast of the latest in commercial products and services, offering pertinent financial guidance to clients.
- Be prepared to take on additional responsibilities as assigned.
- Competitive salary complemented by performance-based bonuses.
- Opportunities for career progression.
- A culture that promotes continuous learning.
- Comprehensive benefits package including a 401(k) Retirement Plan with company match, Employee Stock Ownership Plan, and insurance coverage (group life, disability, medical, dental, vision).
- Generous leave entitlements: PTO, holidays, and parental/grandparent leave.
- Exclusive financial incentives: Student Loan Debt Reduction & Tuition Assistance Program.
- Perks to enhance your personal well-being: Wellness Program, flex spending plans, and more, including fun events like "Take Your Dog to Work Day" and Employee Rally Day!
- Post-secondary education is desired or a comparable blend of education and relevant work experience.
- A minimum of three years of experience in outside sales and customer service within the financial services industry.
- At least two years of treasury management and deposit generation experience is favorable.
- Profound understanding of banking products and services.
Saige Partners, one of the fastest growing technology and talent companies in the Midwest, believes in people with a passion to help them succeed. We are in the business of helping professionals Build Careers, Not Jobs. Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture. Contact us to learn more about the opportunity below or check out other opportunities at https://careers.saigepartners.com/.