Treasury Management Banking Officer Senior
Company: Heartland Financial USA Inc
Location: Dubuque
Posted on: May 18, 2023
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Job Description:
HTLF is an equal opportunity employer committed to creating a
diverse workforce. We consider all qualified applicants without
regard to race, religion, color, sex, national origin, age, sexual
orientation, gender identity, disability or veteran status, among
other factors.HTLF is a diversified financial services company
headquartered in Denver, Colorado. We deliver community banking at
scale by powering our geographically diverse group of banks with
technology, efficiency and strength - giving local decision-making
the opportunity and insights to focus on customers and growth.
Relationships have been the core of our company since its founding
in 1981. We're deeply invested in the communities we serve, and
that's why our clients choose us as their banking partners.What's
different about a career at HTLF? We believe our employees and
their diverse backgrounds, perspectives and skills are our greatest
assets. We wouldn't be HTLF without the people with whom we
surround ourselves and empower to enrich the lives of our
customers, employees and communities. We're dedicated to making
HTLF the best place to work - where your opinions are valued, your
feedback and ideas are heard, and your opportunities for personal
growth and professional development are endless.Under general
direction, the TM Banking Officer Senior is responsible for
developing marketing plans, customer calling and sales as well as
implementation of commercial banking non-credit products targeted
toward the medium to large sized business with annual sales from
$150,000,000 to $500,000,000. This role is also responsible for
managing and developing Treasury Management Officers within an
assigned area to meet or exceed the bank's
goals.RESPONSIBILITIES:1. Partners with Business Bankers to sell
Treasury Management services to prospects and develop/execute on
annual cross-sell plan for current customers in each banker's
portfolio.
2. Annually determines the team sales goals for fee income, service
charge increases, and new non-interest deposit growth and
referrals.
3. Responsible for orchestrating customer and prospect calls to
expand business relationships.
4. Partner with Commercial Banking Relationship Managers and self
source deposit rich segments to develop commercial relationships in
all focused market locations.
5. Develops new Treasury Management business by analyzing market
research data and current customer data from internal systems to
develop a list of prospects and/or cross sell opportunities.
6. Prepares and presents comprehensive sales proposals and
presentations/demos to clients in addition to participating and
leading product training for various audiences.
7. Manages all elements of the Treasury Management sales cycle to
include business development, prospect qualification, needs
analysis, close and implementation of services.
8. Acts in role of business service charge captain to train,
support and target growth of business service charges for a
specified area.
9. Serves as sales officer and liaison to Heartland Treasury
Management Division to ensure that new services are established
correctly and timely. Supports resolution of client issues in a
professional and responsive manner.
10. Responsible for business relationship management of all
Treasury Management products. Works closely with HTLF Treasury
Management Support to implement new services and resolve any
issues.
11. Partners and supports identification of product
improvements/solutions and communicating same to HTLF Treasury
Management, Operations and Supervisor.
12. Prepares statement analysis and sales proposals after detailed
needs assessment is completed by TMO. Consultative sales approach
is critical to selling the value of a relationship with the bank.
Maintain strong consultative relationship with clients, particular
emphasis on key client base to ensure the growth of the business
service charge portfolio of the bank.
13. Promotes and cross-sells other established products and
services as appropriate to meet customer requirements.
14. Tracks team pipeline and sales activity to report results on a
monthly basis.
15. Approves all customers secondary credit risk limits of $50,000
and below for the bank. Primarily responsible to assess, review and
approve with Business Bankers secondary credit risk for all
customers $50,000 and above on ACH and eDeposit.
16. Conducts site visits to conduct risk assessment and review of
eDeposit function at customer site and score results. Approves
annual risk assessment and deposit limit.
17. Completes annual E-Learning Plan and Bank Secrecy Act (BSA)
training as assigned and keeps up-to-date knowledge of BSA as it
relates to the job function.
18. Performs other duties as assigned.SUPERVISORY RESPONSIBILITIES:
This position does have supervisory responsibilities.1. Directly
supervises Treasury Management Officers within an assigned
area.
2. Works with Heartland Financial's recruitment team to hire the
most qualified and talented individuals to fill open positions.
3. Provides information and on-going feedback to department staff
regarding expectations and performance.
4. Addresses and resolves all performance concerns and issues in a
timely manner.
5. Works with department staff on individual professional
development.
6. Prepares and conducts annual performance reviews. Completes and
submits all forms associated with the review process to the
department according to the review process deadlineREQUIRED SKILLS
& EXPERIENCE:1. Bachelor's Degree in Business Administration
2. 7-10 years related experience with Treasury Management products,
payment services and related business, financial, regulatory, and
risk management processes.
3. Extensive leadership and management experience.
4. Sales cycle knowledge including sales planning, sales approach
and providing solutions selling to small and medium sized business
customers is necessary.
5. The ability to prospect and network at various levels within a
company, along with enhanced communication and negotiation skills
for moderately complex deals and relationships.
6. Proficient in MS Word and Excel and comfortable with web
applications services of Treasury Management products.
7. Ability to define problems, collect data, establish facts, and
draw valid conclusions.OCCUPATIONAL CERTIFICATION:1. Treasury
Management Certification (CTP).Scheduled Weekly Hours:40Time
Type:Full time
Keywords: Heartland Financial USA Inc, Dubuque , Treasury Management Banking Officer Senior, Accounting, Auditing , Dubuque, Iowa
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