Position: Treasury Management Officer
Department: Treasury Services
Location: Omaha, NE (On-Site)
Job Type: Full-Time/Salary
Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
Responsibilities and Expectations
Key Responsibilities
Treasury Management
- Drive new sales opportunities by identifying client and prospect treasury management needs through consultative sales and relationship reviews
- Consult with clients and prospects on the phone and in person; know their business and anticipate their treasury needs
- Ensure SLA’s are met daily and documentation is accurate
- Resolve internal and external client issues and provide technical support for clients as needed
- Act as liaison for all bank lines of business by providing timely communication regarding product, service and SLA changes/opportunities/challenges
- Manage day-to-day ACH, Wire and Remote Deposit limit needs/risk assessment for clients in accordance with policies and procedures
- Monitor and drive portfolio growth – both deposit and non-interest income - by reviewing client’s needs on a regular basis
- Create, support and oversee annual relationship reviews in partnership with lead officer assigned to account (i.e. Lender, Bank Manager, and/or Market President)
- Contribute to the bank’s profitability and growth by achieving goals for fee income, new deposits and growth while controlling expenses
- Participate in outside business development opportunities and networking events
Product Knowledge/Training
- Stay abreast of key competitor product/service offerings in target markets, including products, features, pricing and competitive advantages/disadvantages
- Provide ongoing product training to bank clients and bank personnel bank wide, including technical support, as needed
- Develop full and detailed knowledge of all lines of business. Become a champion for creating opportunities to refer clients to Wealth Management, Private Banking, Mortgage, Consumer and Commercial Lending, Retail accounts, as well as attract deposits
- Understanding of credit risk, operational risk and the risk associated with treasury management products and how the risk relates to our customers and the bank
Product Development/Implementation
- Partner with Treasury Management Analyst to ensure successful completion of all TM documentation and seamless onboarding experience for client
- Collaborate with Treasury Services and Deposit Operations regarding product features/benefits and enhancements as necessary to remain competitive in targeted customer and geographic markets
- Periodically evaluate product pricing and bundling strategies and make recommendations to Deposit Operations Manager and Treasury Management Director
Marketing/Sales
- Develop and implement “share of wallet” and “onboarding” strategies for new and existing small business and commercial clients
- Proactively call on existing and new clients to introduce new product initiatives and schedule annual relationship reviews
- Actively participate in sales meetings and calling/marketing initiatives
- Develop calling/marketing program for “deposit only” clients and partner with other lines of business to execute
Reporting/Metrics
- Enter all Activities, Appointments, Incidents, etc. into Connect (CRM) for every TM client and bank interaction
- Maintain and deliver accurate Treasury Management sales pipeline and closed sales reports on a timely basis through Connect
- Support Analyst team and retail partners on Treasury Management expectations for Connect
Required Skills & Education
Requirements
- Bachelor’s degree
- 5 or more years
- Extensive knowledge of banking industry
- Interpersonal skills commensurate with conducting external customer presentations. Excellent presentation, verbal and written communication skills
- Excellent customer service and retention skills
- Ability to work independently with minimal guidance, takes initiative /self-starter
- Time management skills, ability to effectively manage internal/external requests, concerns and problems in a professional and timely manner
- Ability to overcome objections
- Proactive follow through on issues for resolution
- Ability to relate and empathize with others
- Proficiency in using Microsoft products; Word, Excel and Power Point
Preferred
- Previous Management experience
- Bachelor's degree in business, finance or related field
- 2-5 years of Treasury Management experience
Who We Are
Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
What’s in it for you?
We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
Benefits Available:
- Health, Dental & Vision Insurance
- Group Life & Long-Term Disability Insurance
- Flexible Spending & Health Savings Accounts
- Group Cancer Insurance
- 401(K) Retirement Plan w/Company Match
- Generous Vacation & Sick Time
- Employee Stock Purchase Plan (ESPP)
- Pet Insurance
- Retail Banking Benefits
Find your future at Equity Bank!
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
