Treasury Management Relationship Manager
GENERAL SUMMARY OF RESPONSIBILITIES:
Responsible for calling on, developing and maintaining Commercial deposit-Treasury/Cash Management customer relationships with a primary focus on small to medium sized businesses. Responsible for providing high quality customer service along with increasing sales/solutions activities to potential and existing business customers. Must achieve a broad knowledge of treasury management concepts and services within the first year of employment. Deliver services to potential clients on a needs-based cost/profit driven model. Proactively work with and refer to other bank departments such as commercial/residential lending, retail bankers, insurance and trust and wealth management to create opportunities that support revenue growth and business development efforts.
DESCRIPTION OF PRIMARY DUTIES:
Responsible for representing the Bank to the customer in a courteous, professional manner and providing prompt, efficient, and accurate service.
Call on customers and prospective customers to promote new and additional business for the Bank.
Sell commercial bank services to customers and prospective customers; duties include explaining various accounts and marketing specific products such as credit cards, internet banking, merchant services, remote deposit, payment processing and all other treasury management services.
Cross-sell other bank products including lending, insurance and trust and wealth management.
Provides appropriate advice, counseling, and solutions to customer inquiries and problems. Works with other managers, departments and staff as needed to proactively meet customer needs in a responsive and efficient manner.
Represents the Bank and provide leadership in key community activities and committees.
Participates in professional associations, attends conventions, conferences and seminars.
Performs related administrative duties as assigned, including but not limited to serving as a back-up for other relationship managers or departmental managers, tracking sales/lead production and lead generation, interfacing with marketing and customer account opening processes.
SKILLS AND ABILITIES REQUIRED
Thorough knowledge of bank products and services, bank credit and liability management, strong knowledge of business finance concepts, ability to read and understand company financial statements; possess strong mathematical skills and superior knowledge of Excel spreadsheets.
Ability to analyze bank and account analysis statement and prepare written proposals.
Thorough knowledge of other Microsoft Office software including Outlook, Power Point, Excel and Word; ability to leverage software to create presentations and solutions for internal and external customers.
Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment.
High level of interpersonal skills to interact with customers & potential customers in a professional manner
High School diploma required.Bachelor's degree strongly preferred or equivalent combination of education and sales experience.
Sales experience in the financial industry preferred.
First Mid-Illinois Bancshares, Inc.