Treasury Management Officer

Equity Bank
US - Kansas - Hays
December 29, 2024

Position: Treasury Management OfficerLocation: Central Kansas, Western Kansas, and Southwest Kansas
• Office in Central, Western, or Southwest Kansas

Status: 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

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 meeting 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

6. Regular and reliable attendance required.

7. Perform other duties as assigned or required.

Required Skills & Education

Bachelor's degree (preferred) in business, finance or related field
5 or more years of Treasury Management experience
Extensive knowledge of banking industry
Previous Management experience preferred
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

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.

Who we are

Equity Bank, a full-service, $5 billion community bank, is based in Wichita, Kansas, with 70 bank offices throughout Kansas, 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!Physical Req.

Read the full job description and apply online on the recuiter's web-site

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