FCBank, Treasury Management Sales Associate, Hybrid

FC Bank; Worthington (OH); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

401K with company match

Paid Time Off

Leave policies

Voluntary Benefits

Employee Assistance Program

Employee Health

Job summary

FC Bank is seeking a Treasury Sales professional to market and sell treasury management services to strengthen and expand a commercial portfolio.

The role emphasizes sales leadership, client relationship building, and collaboration with internal partners to deliver comprehensive TM solutions. A focus on COIs and a strong service mindset is required.

Qualifications

• Bachelor's Degree from accredited college or university; treasury management sales experience or equivalent.
• Banking or Financial Services experience or exposure preferred.
• Sales experience and results oriented.
• Highly organized and self-motivated in a team environment or working independently.
• Excellent interpersonal and communication skills, written and verbal.
• Ability to work independently and as a team member.

Responsibilities

• Sales and business development of all Treasury Management Services focusing on growth of the commercial portfolio.
• Serve as a trusted financial advisor and provide industry updates.
• Provide TM training and support for internal partners.
• Maintain a client portfolio and pipeline of TM opportunities.
• Develop referral sources (Centers of Influence).
• Partner with Treasury Management Support Team to service clients.

Skills

Sales experience

Interpersonal skills

Communication skills

Team orientation

Education

Bachelor's degree

Certified Treasury Professional (CTP) preferred

Tools

CRM system

Job description

Markets and sells all treasury management services to retain and grow a commercial portfolio. Includes: preparing and presenting proposals for new business, responding to deposit and treasury management portions of request for proposals ("RFPs") and making presentations.

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

KEY RESPONSIBILITIES

• Primary focus is Sales/Bus Development of all Treasury Management Services
• Serve as a Trusted Financial Advisor to provide industry updates
• Provide TM training and support for Internal Partners
• Maintain a client portfolio & pipeline of opportunities of TM business clients
• Develop referral sources (Centers of Influence) - "COI's"
• Partner with Treasury Management Support Team to service clients

ATTITUDES

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

• Foster our culture and demonstrates our core values
• Provide enhanced client service and support
• Demonstrate leadership, accountability and collaborate as a team-player

BEHAVIORS

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

• Positive demeanor in managing change
• Integrity to adhere to policies, procedures, and pricing
• Foster relationships with businesses to promote goodwill & generate business
• Actively participate in the community

COMPETENCIES

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

• Focus on accuracy and attention to detail
• Maintain market competition awareness relative to pricing and products
• Promote digital awareness and leverage available tools, primarily CRM system

POSITION LEVEL(S) EXPECTATIONS

Multiple Levels: Treasury Sales Associate, Treasury Sales Officer, AVP/Treasury Advisor, VP/Treasury Advisor, VP/Senior Treasury Advisor

• Entry-Level: Minimum three (3) years experience
• Mid-Level: Minimum five (5) years experience
• Advanced: Minimum ten (10) years experience

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Actively seeks further professional advancement opportunities and successfully completes all assigned courses. Maintains awareness of industry trends and seeks ongoing continuing education in the field of treasury management. Sufficient continuing education credits should be earned to maintain all credentials.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Position level will be commensurate with knowledge, experience and education. A background screening will be conducted.

• Bachelor's Degree from accredited college or university, treasury management sales experience, or equivalent combination of education and experience. Certified Treasury Professional (CTP) credential preferred.
• Banking or Financial Services experience or exposure preferred.
• Sales experience and results oriented.
• Highly organized and self-motivated in a team environment or working independently.
• Excellent interpersonal and communication skills, written and verbal.
• Ability to work independently and as a team member

LANGUAGE SKILLS

Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.

TECHNOLOGY SKILLS

Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn all computer programs pertinent to performing treasury management related job duties.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure. Experience analyzing large amounts of data and ability to interpret results important.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. Ability to travel to meet with clients and prospects and attend seminars or training sessions offsite, on occasion.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

DISCLAIMER

This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.

BENEFITS

• Medical, Dental, Vision & Life Insurance
• 401K with company match
• Paid Time Off & Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Assistance Program
• Employee Health