Cannabis Relationship Specialist

First Fidelity Bank; Englewood (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

First Fidelity Bank is seeking a treasury management sales professional to expand depository relationships and manage complex client accounts in a dynamic market. You will collaborate with multiple departments to implement services, ensure due diligence, and drive profitability across cash-intensive client portfolios.

The role requires engaging with business owners and executives, presenting proposals, and traveling as needed to support client implementations and sales meetings.

Qualifications

• 5 years’ banking experience required.
• Prior successful business development experience required.
• Experience selling and/or supporting treasury management services preferred.
• Demonstrated success working in a self-directed environment with little supervision.

Responsibilities

• Analyzes client’s deposit relationships, treasury functions, and cash flow to develop customized treasury services proposals.
• Regularly meets with business owners, CFOs, and Controllers for consultation and presentation of proposals.
• Serves as the primary liaison to third party vendors and works with vendors to ensure due diligence, regulatory compliance, client transparency and profitability.
• Must be an expert in utilization of software required to meet compliance and due diligence requirements. Policy requires site visits and ongoing monitoring
• Prepares and presents cost/benefit analyses and pricing recommendations utilizing the Bank’s pricing model.
• Ensures the preparation and collection of all documentation required for regulatory compliance, due diligence and approval of new clients, including cash-intensive businesses.
• Accepts applications for ACH Origination, prepares credit memorandums, and makes approval recommendations according to consistent underwriting standards for clients within their portfolio.
• Communicates effectively with support departments to ensure thorough implementation of services and adequate support to clients.
• Provides training and support to business clients regarding treasury products.
• Maintains cooperative and productive working relationships with all departments of the Bank.
• Regularly attends and participates in sales meetings with all business groups in the assigned market.
• Accurately reflects department sales activity and income volume in Salesforce.
• Identifies referral opportunities for other Bank services, such as commercial lending, merchant services, and investments.
• Provides competitive information on products and services to the product development officer.
• Position requires regular travel and occasional travel outside of the city.
• Other duties as assigned. Regular and reliable attendance is required.

Skills

Banking knowledge

Client relationship mgmt

Sales / business development

Presentation skills

Education

Bachelor’s degree in finance-related field

Tools

Salesforce

Job description

At First Fidelity Bank, people matter, including our customers, our communities, and especially our employees. We are looking for talented, service-minded individuals who want to grow their careers in a supportive, relationship-focused environment. Our team members are essential to our success, and we invest in them through training, development, and opportunities to advance. One of our core values is providing a caring place to work where people enjoy coming to work, build lasting relationships, and feel proud of the difference they make every day.

Summary

Sells and implements the Bank’s treasury management services and depository products specializing in high-risk clients bank wide. Responsible for expanding depository relationships with new and existing clients, including cash-intensive businesses, to meet or exceed deposit and non-interest fee income goals. Actively manages complex client relationships in collaboration with other departments. Acts as a liaison between clients and the Bank’s service departments to support sales implementation and service issues. Monitors market conditions and trends so that the Bank remains competitive in product offerings and pricing.

PRIMARY DUTIES/RESPONSIBILITIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

• Analyzes client’s deposit relationships, treasury functions, and cash flow to develop customized treasury services proposals.
• Regularly meets with business owners, CFOs, and Controllers for consultation and presentation of proposals.
• Serves as the primary liaison to third party vendors and works with vendors to ensure due diligence, regulatory compliance, client transparency and profitability.
• Must be an expert in utilization of software required to meet compliance and due diligence requirements. Policy requires site visits and ongoing monitoring
• Prepares and presents cost/benefit analyses and pricing recommendations utilizing the Bank’s pricing model.
• Ensures the preparation and collection of all documentation required for regulatory compliance, due diligence and approval of new clients, including cash-intensive businesses.
• Accepts applications for ACH Origination, prepares credit memorandums, and makes approval recommendations according to consistent underwriting standards for clients within their portfolio.
• Communicates effectively with support departments to ensure thorough implementation of services and adequate support to clients.
• Provides training and support to business clients regarding treasury products.
• Maintains cooperative and productive working relationships with all departments of the Bank.
• Regularly attends and participates in sales meetings with all business groups in the assigned market.
• Accurately reflects department sales activity and income volume in Salesforce.
• Identifies referral opportunities for other Bank services, such as commercial lending, merchant services, and investments.
• Provides competitive information on products and services to the product development officer.
• Position requires regular travel and occasional travel outside of the city.
• Other duties as assigned. Regular and reliable attendance is required.

Qualifications

EXPERIENCE REQUIREMENTS:

• 5 years’ banking experience required.
• Prior successful business development experience required.
• Experience selling and/or supporting treasury management services preferred.
• Demonstrated success working in a self-directed environment with little supervision.

EDUCATION REQUIREMENTS:

• Bachelor’s degree in finance-related field (Finance, Accounting, or Economics) preferred.

OTHER REQUIREMENTS (SKILLS, ABILITIES, CHARACTERISTICS):

• In-depth knowledge of commercial depository and treasury management products.
• Basic knowledge of commercial credit risks.
• Ability to manage all aspects of the product sales process from prospecting through implementation, including providing follow-up support if needed.
• An outgoing and likable personality with the confidence and ability to professionally speak with, and make presentations to, corporate executives, prospective clients, Bank management, and sales teams.
• Solid team player. Must possess the ability to partner with all Bank associates to generate new business and support existing clients.
• Excellent active listening, verbal and written communication, rapport building, and strategic prospecting, skills.
• Must be a confident and authoritative speaker with effective presentation skills.
• Strong time management skills, including the ability to prioritize and perform multiple tasks in a fast-paced environment.
• Must be an organized, self-motivated, persistent individual with the ability to make decisions, resolve problems, and work independently.
• Strong PC and software application skills. Experience using SalesForce a plus.
• Thorough knowledge of all bank operating systems.

Additional Information

SUPERVISORY RESPONSIBILITY: None

PHYSICAL REQUIREMENTS: Normal office environment.
AA/EOE/D/V/MEMBER FDIC