Equity Bank
Overview
Position: Treasury Management Officer Location: Central Kansas, Western Kansas, and Southwest Kansas (Office in Central, Western, or Southwest Kansas) Status: Full-Time/Salary Equity Bank is hiring energetic, team-oriented, and community-focused individuals to join our Treasury Management team. Responsibilities and Expectations
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 SLAs 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 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; refer clients to Wealth Management, Private Banking, Mortgage, Consumer and Commercial Lending, Retail accounts, and attract deposits Understand credit risk, operational risk and the risk associated with treasury management products Product Development/Implementation Partner with Treasury Management Analyst to ensure successful completion of all TM documentation and seamless onboarding for clients Collaborate with Treasury Services and Deposit Operations regarding product features/benefits and enhancements to remain competitive Evaluate product pricing and bundling strategies and make recommendations Develop and implement “share of wallet” and “onboarding” strategies for new and existing clients Proactively call on existing and new clients to introduce new product initiatives and schedule annual relationship reviews Participate in sales meetings and marketing initiatives Develop calling/marketing programs for “deposit only” clients in partnership with other lines of business 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 in a timely manner through Connect Support Analyst team and retail partners on Treasury Management expectations for Connect Regular and reliable attendance required Perform other duties as assigned or required Qualifications
Bachelor’s degree (preferred) in business, finance or related field 5 or more years of Treasury Management experience Extensive knowledge of the banking industry Previous management experience preferred Interpersonal skills suitable for external presentations; excellent presentation, verbal and written communication skills Excellent customer service and retention skills Ability to work independently with minimal guidance Time management skills to manage internal/external requests professionally Ability to overcome objections; proactive follow-through on issues Ability to relate and empathize with others Proficiency in Microsoft Word, Excel and PowerPoint Benefits
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 Equity Bank is an equal opportunity employer and will not make employment decisions based on race, color, national origin, ethnicity, or other protected statuses. What’s in it for you? Equity Bank offers a comprehensive benefits program and opportunities for personal and professional growth. Additional Information
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Banking
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Position: Treasury Management Officer Location: Central Kansas, Western Kansas, and Southwest Kansas (Office in Central, Western, or Southwest Kansas) Status: Full-Time/Salary Equity Bank is hiring energetic, team-oriented, and community-focused individuals to join our Treasury Management team. Responsibilities and Expectations
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 SLAs 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 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; refer clients to Wealth Management, Private Banking, Mortgage, Consumer and Commercial Lending, Retail accounts, and attract deposits Understand credit risk, operational risk and the risk associated with treasury management products Product Development/Implementation Partner with Treasury Management Analyst to ensure successful completion of all TM documentation and seamless onboarding for clients Collaborate with Treasury Services and Deposit Operations regarding product features/benefits and enhancements to remain competitive Evaluate product pricing and bundling strategies and make recommendations Develop and implement “share of wallet” and “onboarding” strategies for new and existing clients Proactively call on existing and new clients to introduce new product initiatives and schedule annual relationship reviews Participate in sales meetings and marketing initiatives Develop calling/marketing programs for “deposit only” clients in partnership with other lines of business 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 in a timely manner through Connect Support Analyst team and retail partners on Treasury Management expectations for Connect Regular and reliable attendance required Perform other duties as assigned or required Qualifications
Bachelor’s degree (preferred) in business, finance or related field 5 or more years of Treasury Management experience Extensive knowledge of the banking industry Previous management experience preferred Interpersonal skills suitable for external presentations; excellent presentation, verbal and written communication skills Excellent customer service and retention skills Ability to work independently with minimal guidance Time management skills to manage internal/external requests professionally Ability to overcome objections; proactive follow-through on issues Ability to relate and empathize with others Proficiency in Microsoft Word, Excel and PowerPoint Benefits
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 Equity Bank is an equal opportunity employer and will not make employment decisions based on race, color, national origin, ethnicity, or other protected statuses. What’s in it for you? Equity Bank offers a comprehensive benefits program and opportunities for personal and professional growth. Additional Information
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Banking
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