Treasury Management Banker

Member FDIC, Equal Housing Lender, Brentwood Bank; Bethel Park (Allegheny County); Hybrid; USD 45,000 - 85,000; Full time

Job summary

Join a forward-thinking community bank as a Treasury Management Banker, where you will play a vital role in enhancing customer relationships and driving sales of Treasury Management products. This dynamic position focuses on understanding client needs, providing exceptional service, and fostering long-term partnerships. With over 100 years of community service, this innovative bank values its employees and offers opportunities for professional growth and a supportive work environment. If you have a passion for helping others and a knack for sales, this is the perfect opportunity to make a real impact in the community.

Benefits

Professional Development Opportunities

Flexible Work Environment

Diverse and Inclusive Culture

Mentorship Programs

Qualifications

• 5 years of sales experience in banking or finance required.
• Strong customer service and communication skills are essential.

Responsibilities

• Provide superior customer service and maintain client relationships.
• Acquire new customers through networking and effective sales techniques.

Skills

Customer Service

Sales Techniques

Communication Skills

Organizational Skills

Problem-Solving

Digital Technology Proficiency

Education

Associate's Degree

Bachelor's Degree

Tools

COCC CRM

Job description

Brentwood Bank, an innovative, customer-focused community bank exceeding $950 million in assets, has served the Pittsburgh region for over 100 years and has offices in Brentwood, Beaver, Bethel Park, South Park, South Fayette, and Wexford. We believe banking is a people business and offer a variety of financial products and services all with a personal touch.

We are looking for exceptional people with a positive attitude, willingness to help our Bank continue to be successful, and be part of a great team.

Brentwood Bank has the following job openings:

Position: Treasury Management Banker

Location: Bethel Park, PA

Job Id: 424

# of Openings: 1

Summary of Basic Function:

The Treasury Management Banker is responsible for sales of Treasury Management products and services that meet the needs of our customers. The Treasury Management Banker must understand their client’s business needs and serve as a trusted advisor for the relationship. The primary focus of this position is growing relationships with current customers, servicing and retaining current customers, and acquiring a portfolio of potential customers across many lines of business to drive maximum service and long-term retention.

Essential Duties and Responsibilities:

• Be the face of Brentwood Bank, providing internal and external customers with consistent and superior customer service, presenting a professional, friendly, and helpful appearance with every interaction.
• Evaluate needs of prospective and current clients in an effective manner. Prepares written proposals to include required quotes and assessments of client needs.
• Acquire new customers through business development, networking, cold calling, and effective sales techniques.
• Follow up on customer sales as appropriate – responsible for cross-selling all products and services of the bank to develop whole customer banking relationships.
• Help customers drive their digital access and knowledge by educating them on web and mobile banking features.
• Understand and support sales policies and procedures to provide proper and effective treatment to all customers. Maintain accurate and detailed logs of customer interactions, referrals, communications, preferences, complaints, and other information in the COCC CRM.
• Maintain familiarity with laws pertaining to the sale of financial institution products and services.
• Promote internal communications with all Bank departments to ensure quality and consistency in the Bank service offering.
• Represent and promote a favorable image and uphold the Bank's reputation through involvement in community activities.
• Research trends and technical developments through related publications and training sessions to maintain current knowledge and specifically meet customer requests.
• Perform other duties as assigned.

Knowledge, Skills, Abilities and Requirements:

• Associates degree or equivalent experience required; Bachelor’s Degree preferred.
• Five years of sales experience in a bank or financial institution.
• Demonstrated superior customer service, sales, and communication skills.
• Excellent organizational and time management/prioritization skills.
• Ability to effectively ask questions and identify needs to enhance the customer relationship.
• Comfortable with using digital technology to support the delivery of business goals.
• Ability to problem-solve and provide solutions to customer issues.
• Self-motivated, confident, and able to multitask effectively.

Physical Demands and Work Environment:

• This is a flexible role, and it is expected there will be both remote and office work. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
• Work may be performed in an office environment with normal noise levels.
• Involves prolonged sitting and computer usage.
• The position is headquartered in Pittsburgh, Pennsylvania, and the incumbent will need to live within a commutable distance.

At Brentwood Bank, we know that great people make a great organization. We value our people and offer our employees a broad range of benefits to support wellness for individuals and families.

Our People and Culture

Brentwood Bank is committed to a diverse, equitable, and inclusive culture that empowers our people to contribute their unique ideas and perspectives to make a difference. Brentwood Bank creates a strong relationship within the communities we serve and will continue to contribute our time, talent, and financial support to improve the areas where we live and work. Here, you will work alongside company leaders and industry pioneers who have proven experience and are committed to continuous innovation. Employees feel valued in all aspects of their lives, including both their professional and personal aspirations. We are looking to hire the best and brightest to help us continue to evolve and drive superior services.

Professional Development

From entry-level employees to senior leaders, we believe there is always room to learn. We offer opportunities to build new skills, take on leadership opportunities, and grow connections through mentorship. From on-the-job training to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.