Treasury Management Consultant

First Federal Bank of Kansas City; Leawood (KS); On-site; USD 90,000 - 120,000; Full time

Job summary

An established industry player is seeking a Treasury Management Consultant to drive business growth through exceptional relationship-building and innovative treasury solutions. This role involves collaborating with various teams to enhance customer experiences and expand treasury services. You will play a pivotal role in identifying new business opportunities while ensuring compliance with banking regulations. Join a vibrant team dedicated to community engagement and professional development, where your contributions will help shape the financial futures of local businesses. If you thrive in a dynamic environment and are passionate about making a difference, this opportunity is perfect for you.

Benefits

Medical Insurance

Vision Insurance

401(k)

Paid Maternity Leave

Paid Paternity Leave

Tuition Assistance

Disability Insurance

Qualifications

• 2-3 years of experience in banking or treasury management.
• Strong knowledge of payment systems and treasury services.

Responsibilities

• Cultivating relationships to grow treasury services.
• Developing and maintaining treasury policies and procedures.
• Leading a team to achieve business development goals.

Skills

Customer Service

Business Development

Networking

Analytical Skills

Public Speaking

Education

Bachelor's Degree in Business Administration

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Tools

Treasury Management Systems

CRM Software

Microsoft Office Suite

Job description

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First Federal Bank of Kansas City is one of the largest mutually owned banks in the Midwest and has been a strong banking and lending partner to families in Kansas and Missouri for decades. We are a community-oriented, culture-focused, progress-driven Family on a mission to help people build a better financial future.

At First Federal, you’ll be supported by diverse, talented, energetic individuals moving toward a common vision of prosperity and a home for all. You’ll have boundless opportunities for growth - whether it’s personal or professional development to reach your career goals, company events to strengthen your connections, or volunteer work to champion our community partners.

Your success is our success. When our employees feel valued, our customers feel valued, and our community grows.

Hear what our team members have to say: https://www.youtube.com/watch?v=GNPKmutbydo

SUMMARY

The Treasury Management Consultant is responsible for cultivating relationships that translate into new business in addition to maintaining and growing existing relationships with business customers. The Treasury Management Consultant will be responsible for establishing and maintaining all necessary products, services, policies, procedures and ensuring they are in compliance with all applicable rules and regulations. This person is directly responsible for growing Treasury services with the objective to develop new business relationships through the cross-selling of all bank services and working with business line partners to service and expand relationships.

This person will need to be an innovator and take the lead role in identifying potential treasury customers and opportunities. They will be an integral part in developing, designing, and overseeing the proper installation of treasury management services.

As the department grows this role will be responsible for coordinating and supervising the activities of a group of Treasury Management employees in alignment with First Federal Bank of Kansas City’s strategies. Through a consultative approach, this individual will lead with service excellence to help businesses in the communities we serve flourish. They will lead the division in a manner that aligns with the bank’s Mission, Vision and Values as well as the bank’s End Statements as defined by the board of directors.

DUTIES AND RESPONSIBILITIES

• Ensures Treasury department activities reflect the company’s mission, vision, and values.
• Identifies needs, proposes solutions, and develops new treasury banking opportunities and relationships through active networking and providing superior customer service to both new and existing customers.
• Contacts prospective customers to provide consultative advice on current cash flow practices to develop treasury management business.
• Identify and develop new treasury management clients and relationships through active networking and providing superior customer service to both new and existing customer that reflects the banks value to “Wow the Customer”
• Responsible for business development and growth goals for treasury services, consistent with First Federal Bank of Kansas City's strategic plan and growth targets.
• Builds a pipeline of deposit and treasury prospects and fosters relationships within various bank departments to support growth.
• Collaborates with frontline and commercial lending teams to identify and assist with treasury service opportunities and sales in branches.
• Develops and maintains strong partnerships with branches and other business lines to enhance the member experience and generate referrals.
• Prepares sales presentations, explains services, recommends solutions, and conducts proposals and annual reviews with customers and prospects.
• Assists management in developing market strategies and setting sales objectives.
• Develops and supports treasury policies, procedures, and controls.
• Leads the treasury month-end close process, including reviewing and recording cash activity to the general ledger.
• Reviews, approves, and releases electronic disbursements.
• Works with internal and external auditors.
• Manages corporate card, ACH debits, and credit card transactions.
• Develops, monitors, and upgrades the treasury department budget.
• Represents and promotes the company at various internal and external functions.
• Ensures compliance with all federal and state laws, as well as bank policies and procedures relevant to the commercial lending division.
• Travels to observe, participate in, and provide feedback on joint calling, Treasury Management Sales coaching, and pipeline meetings.
• Supports special projects and acquisitions as assigned.
• Assumes additional responsibilities as required by the position.
• Complies with all applicable banking laws and regulations, including, but not limited to, the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes; and, federal consumer protection legislation and regulations.

EDUCATION AND EXPERIENCE

• A bachelor’s degree in Business Administration, Accounting or Finance, or closely related field preferred.
• 2-3 years’ prior applicable experience in relevant banking and/or treasury management/ commercial real estate required.
• Prefer Certified Treasury Professional (CTP) certification.

SKILLS AND ABILITIES:

• Demonstrated record of consistently exceeding performance goals.
• Complete knowledge of various payment systems including but not limited to: Merchant Services, ACH, Wire, Remote Deposit Capture, Positive Pay, Lockbox, Real Time Payments, and Commercial Credit Cards.
• Ability to stay informed and knowledgeable regarding relevant products and services.
• Strong forward planning, analytical and strategic thinking skills.
• Ability to work in a goal orientated environment.
• Demonstrated commitment to community involvement or community-based services.
• Excellent communication skills, both written and oral. Must be able to present ideas, concepts, and technical strategies on an individual and group basis.
• Public speaking experience a plus.
• Strong work ethic, an Ideal team player with strong interpersonal skills.
• Ability to motivate, influence and collaborate with others both internally and externally.
• Successful Team builder, with strong coaching and mentoring skills to achieve results.
• Possesses considerable self-confidence, ability to cast and communicate a vision with a strong entrepreneurial spirit.
• Energized by working with others and gives off positive energy at work and in social settings.
• The ability to manage a great deal of change and pressure, with shifting priorities, deadlines and/or goals.
• The ability to react quickly and juggle multiple tasks simultaneously.

Note: The purpose of this document is to provide a general summary of essential responsibilities and requirements for the position and is not meant as an exhaustive list.

First Federal actively seeks to recruit and hire protected veterans.

First Federal Bank is committed to providing equal employment opportunities to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity, or any other legally protected category.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Management

• Industries

  Banking and Financial Services

Referrals increase your chances of interviewing at First Federal Bank of Kansas City by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

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