Glacier Ban
About The Role
Join one of the best banks in Arizona. Foothills Bank has been on the list of Top Companies to Work for in Arizona for 4 years in a row! Learn More About Our Recognitions!
POSITION SUMMARY This position is primarily responsible for the development of new Treasury Management business, product and service delivery, commercial deposit and revenue generation for the Bank. The incumbent will manage and grow the treasury management client portfolio, using proactive management to identify growth potential through cross‑selling of treasury and other bank products. This will be accomplished by researching competitive offerings, portfolio analysis, preparing presentations, conducting account analysis, performing demonstrations and selling solutions to clients, and collecting the appropriate documentation to support implementation.
MAJOR DUTIES & RESPONSIBILITIES
Works closely with Loan officers and other bank employees calling on existing and prospective business clients.
Develops channels to prospect new Treasury Management clients and manage prospect pipeline.
Calls on prospective customers to develop new Treasury Management relationships.
Provides employee and internal customer TM training, limited technical support, and facilitates product demonstrations.
Obtains new clients and expands existing relationships to increase core deposits and revenue.
Provides consultative expertise to existing Treasury Management clients and prospects to determine requirements and recommend solutions.
Performs regular client follow‑ups to ensure customer satisfaction, including yearly reviews with top clients.
Creates and delivers sales presentations, explains services offered, and makes recommendations based on client needs.
Works with other members of the Treasury team to understand market and industry knowledge to ensure competitive pricing and product offerings.
Services new and existing accounts, monitors and assesses customer relationships to ensure proper servicing and identify growth opportunities.
Must comply with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Completes required bank training courses within assigned time frame(s).
Keeps management appropriately informed of area activities and any significant problems.
Participates in community service and bank-sponsored activities that serve and support the mission and values of Foothills Bank.
Provides superior internal and external customer service: demonstrates self‑governance, courtesy and respect toward customers and staff.
Represents Foothills Bank professionally, maintaining a positive attitude, good attendance, punctuality, flexibility, and adaptability.
Maintains a tidy work area and ensures customer privacy.
Attends and participates in meetings as required.
Maintains regular, predictable attendance to accomplish in‑person customer contact.
Assumes additional duties as requested or assigned.
About You Education and Experience
A college degree or equivalent combination of education and experience.
Three to five years of similar or related experience.
Certified Treasury Professional (CTP) or similar designation preferred.
Knowledge, Skill, Ability (Other Skills)
Bachelor’s degree (preferred) in Finance, Accounting, Business, or similar field and 3‑5 years of prior Treasury Management or sales experience.
Thorough knowledge of Treasury Management products/services and operations.
Thorough knowledge of banking products, services, policies, procedures, and regulations.
Ability to effectively manage a sales pipeline to achieve sales goals.
Effective interpersonal style with ability to interface with clients, employees, and senior management.
Knowledge of sales.
Well‑developed interpersonal and communication skills (verbal & written) to relate effectively with customers and associates.
Strong attention to detail and ability to work efficiently and accurately.
Demonstrated ability to exercise independent judgment.
Strong organizational skills, including prioritization and calmness under deadline‑driven environments.
Physical Requirements The physical demands described here are representative of those that must be met to perform the essential functions of this job. Reasonable accommodations may be made for individuals with disabilities. Throughout the job, employees may sit, use hands in repetitive motions, talk or hear. Occasionally they stand, walk, lift or reach. They must operate routine office equipment, use a computer for 6‑8 hours per day, work extended hours or travel off‑site as needed, and maintain reliable attendance. They must also climb or descend stairs during emergencies. Specific lifting abilities: occasional lifting of up to 10 pounds. Specific vision abilities: close visual acuity for data analysis, transcription, computer use, extensive reading, and inspection involving small parts or machines.
Working Conditions The employee must routinely perform work indoors in a climate‑controlled shared work area with minimal noise. Frequent travel (approximately 50%) by automobile (driver or passenger), commercial airlines, rental vehicles, or public transportation is required, and the employee may need to lodge in public facilities.
What We Offer COMPENSATION & BENEFITS Starting salary is dependent on relevant experience and may vary based on geographic location. The bank offers an extensive benefits package including medical, dental, vision, life insurance; coverage for employees and eligible dependents per plan documents. Additional benefits include health savings account option, Employee Assistance Program, health rewards program, retirement savings plan (401(k) and profit‑sharing), short‑ and long‑term disability, education and training benefits, and discounts on banking products and services. Paid Time Off (PTO) accrues at .0745 per hour for part‑time employees, up to a maximum of 240 hours per year for certain full‑time employees. PTO accrues. Most full‑time employees receive 6 paid holidays; part‑time employees receive prorated paid holidays. Utah and Nevada employees may be eligible for state‑recognized holiday pay. For more details, visit the website. Check it out!
Equal Opportunity Employer Statement We are an Equal Opportunity Employer and qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
Immigration Status Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the United States.
Recruiter Policy No recruiters or unsolicited agency referrals please.
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POSITION SUMMARY This position is primarily responsible for the development of new Treasury Management business, product and service delivery, commercial deposit and revenue generation for the Bank. The incumbent will manage and grow the treasury management client portfolio, using proactive management to identify growth potential through cross‑selling of treasury and other bank products. This will be accomplished by researching competitive offerings, portfolio analysis, preparing presentations, conducting account analysis, performing demonstrations and selling solutions to clients, and collecting the appropriate documentation to support implementation.
MAJOR DUTIES & RESPONSIBILITIES
Works closely with Loan officers and other bank employees calling on existing and prospective business clients.
Develops channels to prospect new Treasury Management clients and manage prospect pipeline.
Calls on prospective customers to develop new Treasury Management relationships.
Provides employee and internal customer TM training, limited technical support, and facilitates product demonstrations.
Obtains new clients and expands existing relationships to increase core deposits and revenue.
Provides consultative expertise to existing Treasury Management clients and prospects to determine requirements and recommend solutions.
Performs regular client follow‑ups to ensure customer satisfaction, including yearly reviews with top clients.
Creates and delivers sales presentations, explains services offered, and makes recommendations based on client needs.
Works with other members of the Treasury team to understand market and industry knowledge to ensure competitive pricing and product offerings.
Services new and existing accounts, monitors and assesses customer relationships to ensure proper servicing and identify growth opportunities.
Must comply with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Completes required bank training courses within assigned time frame(s).
Keeps management appropriately informed of area activities and any significant problems.
Participates in community service and bank-sponsored activities that serve and support the mission and values of Foothills Bank.
Provides superior internal and external customer service: demonstrates self‑governance, courtesy and respect toward customers and staff.
Represents Foothills Bank professionally, maintaining a positive attitude, good attendance, punctuality, flexibility, and adaptability.
Maintains a tidy work area and ensures customer privacy.
Attends and participates in meetings as required.
Maintains regular, predictable attendance to accomplish in‑person customer contact.
Assumes additional duties as requested or assigned.
About You Education and Experience
A college degree or equivalent combination of education and experience.
Three to five years of similar or related experience.
Certified Treasury Professional (CTP) or similar designation preferred.
Knowledge, Skill, Ability (Other Skills)
Bachelor’s degree (preferred) in Finance, Accounting, Business, or similar field and 3‑5 years of prior Treasury Management or sales experience.
Thorough knowledge of Treasury Management products/services and operations.
Thorough knowledge of banking products, services, policies, procedures, and regulations.
Ability to effectively manage a sales pipeline to achieve sales goals.
Effective interpersonal style with ability to interface with clients, employees, and senior management.
Knowledge of sales.
Well‑developed interpersonal and communication skills (verbal & written) to relate effectively with customers and associates.
Strong attention to detail and ability to work efficiently and accurately.
Demonstrated ability to exercise independent judgment.
Strong organizational skills, including prioritization and calmness under deadline‑driven environments.
Physical Requirements The physical demands described here are representative of those that must be met to perform the essential functions of this job. Reasonable accommodations may be made for individuals with disabilities. Throughout the job, employees may sit, use hands in repetitive motions, talk or hear. Occasionally they stand, walk, lift or reach. They must operate routine office equipment, use a computer for 6‑8 hours per day, work extended hours or travel off‑site as needed, and maintain reliable attendance. They must also climb or descend stairs during emergencies. Specific lifting abilities: occasional lifting of up to 10 pounds. Specific vision abilities: close visual acuity for data analysis, transcription, computer use, extensive reading, and inspection involving small parts or machines.
Working Conditions The employee must routinely perform work indoors in a climate‑controlled shared work area with minimal noise. Frequent travel (approximately 50%) by automobile (driver or passenger), commercial airlines, rental vehicles, or public transportation is required, and the employee may need to lodge in public facilities.
What We Offer COMPENSATION & BENEFITS Starting salary is dependent on relevant experience and may vary based on geographic location. The bank offers an extensive benefits package including medical, dental, vision, life insurance; coverage for employees and eligible dependents per plan documents. Additional benefits include health savings account option, Employee Assistance Program, health rewards program, retirement savings plan (401(k) and profit‑sharing), short‑ and long‑term disability, education and training benefits, and discounts on banking products and services. Paid Time Off (PTO) accrues at .0745 per hour for part‑time employees, up to a maximum of 240 hours per year for certain full‑time employees. PTO accrues. Most full‑time employees receive 6 paid holidays; part‑time employees receive prorated paid holidays. Utah and Nevada employees may be eligible for state‑recognized holiday pay. For more details, visit the website. Check it out!
Equal Opportunity Employer Statement We are an Equal Opportunity Employer and qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.
Immigration Status Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the United States.
Recruiter Policy No recruiters or unsolicited agency referrals please.
#J-18808-Ljbffr