Treasury Management Officer

Job Title: Treasury Management Officer

Summary of Duties and Responsibilities:

As a Treasury Management Sales Officer, you’ll work with prospective customers and internal referral partners to seek deposit and treasury sales opportunities and provide professional representation to businesses and their employees offering solutions based on customer needs. The solutions you provide treasury customers will grow deposits, fee income, and other product referrals. You will also be responsible for educating internal partners to seek referrals and build product knowledge, as well as developing sales campaigns for new and existing products and retention of current customers.

What You’ll Do:

• Your focus will be working independently to offer solutions and provide pricing to German American customers and prospects, identifying and analyzing customer’s treasury management needs, preparation and submission of customer agreements by working with Treasury Support, actively calling on prospective and current customers, preparing sales reports and market trends, and preparing and delivering sales presentations and proposals. In addition to treasury management products, you’ll identify referral opportunities to our other lines of business, including commercial loans, personal accounts, and wealth management.
• You’re Part of a Team – You are a member of the Treasury Management team, which includes supporting all referral partners to provide deposit and treasury related products and services. You will attend commercial sales team meetings and work closing with the commercial team within your footprint, as well as the retail teams. This will also include visiting with leaders in the region to observe and assess the sales, product and service delivery. You will work closely with the Treasury Support Team during implementation and for service issues and refer to other departments. You will also be expected to network within your market and participate as a leader by participating in local events, clubs and boards.
• Success! The successful candidate will be sales results driven, sharing sales approaches and tactics with the team. Your success will come from sourcing additional deposits and fee income independently and jointly, by working with centers of influence, community involvement, customer referral, and with internal partners. You will also conduct annual reviews and have regular contact with current customers to identify customer needs and cross-sale opportunities. You win by asking for and earning the business!

What it Takes:

• Bachelor’s Degree in Business related field or equivalent work experience
• Operational and technical knowledge of treasury management systems and processes.
• Travel as needed to meet customer needs.
• Outstanding presentation and sales skills.
• Be connected in community and ask for referrals
• Help develop sales campaigns or product specific growth plans
• Help as directed by Director of Treasury Management with sales growth strategy or mentoring other partners in sales success techniques or projects as assigned.
• Ability to communicate effectively (written and verbally).
• Attention to detail and ability to work well in teams and individually.
• Knowledge of Microsoft products including Excel, Word and PowerPoint
• Strong Problem-solving negotiation and follow up skills

Bonus Points:

• Sales Experience – a minimum of 5 years with proven track record
• Certified Treasury Professional (CTP) designation a plus

What we Can Offer You:

• Medical,
  dental, vision, STD, LTD, Life insurance, etc.
• 17
  days paid time off, 11 paid holidays and bereavement leave
• Paid parental bonding leave
• education assistance
• Certification
  expense reimbursement
• Wellness
  benefits
• Life
  event coverage
• Service
  awards
• Quarterly
  scorecard performance incentive
• Financial
  benefits including 401(k) match, stock purchase plan and more
• Great
  deals on both national and local discounts on everything from computers and
  vacations to phones and retail shopping.
• Logo
  wear discounts
• Free
  checking account, checks and discounted bank services

This position will be located at:

430 North Hamilton Road
Whitehall, Ohio, 43213
United States

About Us:

Heartland Bank, a division of German American Bank, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making our Company special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.