Senior Treasury Solutions Advisor (Finance)
Position Purpose:
This role exists to ensure the development and growth of the Bank's deposit business through the implementation and service of treasury management products with commercial customers/prospects; with an emphasis on sale of new commercial treasury/deposit services within the Bank's footprint in Georgia & South Carolina.
Primary Responsibilities:
Manages all elements of the treasury management sales cycle including business development, creates and delivers sales presentations, product demonstration, and close of sale
Partner with business bankers by consulting on sales opportunities in the assigned region with a focus on those customers with extensive and complex treasury and deposit needs
Increases the bank's profitability by expanding the use of treasury management services among existing business customers and prospects
Develop appropriate metrics to monitor performance and profit contribution of treasury management services within assigned region
Services new and existing accounts, monitors customer relationships to ensure proper servicing of accounts and to identify growth opportunities
Research key competitor treasury product/service offerings in target markets, including product features, pricing, and competitive advantages/disadvantages and make recommendations to Director - Treasury Management.
Assist Chief Brand Officer & Director - Treasury Management with monitoring annual/quarterly fee income and new treasury sales within assigned region
Work closely with retail and operations teams to onboard new client accounts, merchant service, and commercial card referrals
Assist with implementation of new treasury products/services
Provide feedback to external vendors regarding customer-facing issues/concerns
Perform other duties as assigned by Management
Authority, Impact, Risk:
Wire Signing Authority, ACH, RDC, & Online Wires Signing Authority
Ensures appropriate due diligence is exercised in new account opening, credit applications, wire transfers, maintenance of files, credit bureau reporting and other processes
Exercises good judgment that balances risk to shareholders and customer experience when making decisions
Key Relationships:
Close partnership with Chief Brand Officer, Director - Treasury Management, Senior Treasury Management Associate, Treasury Management Associate, Treasury Operations Manager, and Treasury Operations Specialist, and Treasury Admin Support Specialist
Close partnership with Chief Banking Officer, Market President - Atlanta & South Carolina, Market Executive - Midlands, Market Executive - Greenville
Close partnership with Chief Operating Officer and Executive Managing Directors
Routine interaction with department heads across Retail, Lending, Operations, IT, Risk, Sales, and Compliance to include branch personnel
Regulatory examiners as appropriate and directed by Senior Management
Managerial Accountability:
· No supervisory responsibilities
Working Conditions:
Ability to work under tight deadlines
Excellent communication skills
Detail oriented
Excellent time management skills
Ability to multitask
Ability to interact positively with a variety of individuals
Moderate travel including overnight
May often be required to work outside of regular branch banking hours and more than 40-hours per week
Time Allocation:
Onboarding New Business Clients…..65%
Service Existing Clients…..20%
Collaborate with Ops and Retail…..10%
Provide Product Training & Development…..5%
Job Specifications:
Position adheres to confidentiality policy, code of ethics and knowledge of Bank Secrecy Act and best practices and other pertinent Regulatory laws and regulations.
Required:
College degree in business, finance, or related area, or
10+ years progressive banking/treasury experience
Sales/Marketing experience
Excellent written & verbal communication
Working knowledge of Microsoft Office
Multitask, organize, and prioritize
Public Relations skills
Preferred:
JHA product knowledge
Strong knowledge of depository/treasury management products
Risk Management Requirements:
Understands and adheres to Workplace Policies, Code of Conduct, privacy, and information security guidelines. Understands and adheres to Anti-Money Laundering, Bank Secrecy Act, and Compliance with the USA PATRIOT Act policies and procedures applicable to position, completing any supporting requirements within defined timeframes. Acts within authorized limits and delegated authorities and role applicable policies and procedures. Follows processes and controls to protect shareholder interests. Mitigates risk to the bank and customers by following all applicable security procedures.
Equal Opportunity Employer including Veterans/Disabilities
